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. 

How to Import Your File

  1. From within your online banking account, look for the option to download or export your transactions. You'll want a QFX, QIF, or OFX file. 
  2. Once you have your file, open Safari and enter the URL
  3. Log into your budget as usual. 
  4. Swipe up from the bottom of the screen to open the dock. 
  5. On the doc, touch and hold the Files app. 
  6. Drag it off the dock to the left or right edge of the screen. 
  7. Now you're ready to import your file! Touch and hold the bank file to drag it into YNAB! 
  8. dragging a QFX file from the Files app into your YNAB app using the iOS Split View feature imports those transactions for you
  9. That's it! Now you're ready to customize your import.
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