File-Based Importing with an iPad

If you have an iPad that supports Multitasking, you're in luck! 

File-Based Importing makes it easy to drag and drop a file of transactions from your bank right into YNAB. You can do this from the comfort of your couch using your iPad's Split View feature. 


Importing Your File

After logging in to your online banking account, look for the option to download or export transactions. Once you have your QFX, OFX, or QIF file, you can import it into YNAB, like this:

dragging a QFX file from the Files app into your YNAB app using the iOS Split View feature

Here are the steps:

1

Open  Safari and enter the URL app.youneedabudget.com. Log in to your budget.

2

Swipe up from the bottom of the screen to open the dock.

3
On the Dock, touch and hold the Files app, then drag it off the dock to the left or right edge of the screen.
4
Now you're ready to import your file. Touch and hold the bank file to drag it into YNAB.
5
That's it! Now you're ready to customize your import.
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