ynse

A CLI written in Golang for importing swedish bank statement files (currently only Handelsbanken .xls files) to the budgeting software You Need A Budget (YNAB).

I created this for personal semi-automated use, since collecting and converting bank statements to QIF for YNAB was just to time-consuming.

Installation

• Download the binary for your platform or compile it yourself

How it works

• Create a YNAB Personal Access Token, see here
• Download the transactions statements to be imported to YNAB from your bank.
• Find the ID:s for the budget / account you want to use:

ynse budgets -a <your-key>

• Import files either individually or specify a directory. Transactions that already exist will not be imported again.

ynse import -a <your-access-token> -b <some-id> --account-id <some-id> --bank shb -d path/to/your/files

• BAM, your transactions are now in YNAB, ready to be approved. Remember, always double check that balances match up!

Example workflow

As an example my monthly workflow looks like this:

• Every 5th of the month I dump out the previous months transactions from my bank. I wait this long to make sure all transactions from the previous month have cleared.
• Move the file to the location where I keep the transaction statements.
• Run ynse import -d ...
• Categorize the transactions that YNAB can’t auto tag.
• Budget as usual.