Importing a CSV File

Importing CSV files from your bank can be tricky because there is no standard to the way they're formatted. Thankfully we're here to help! 

File Types

Before you go through the work of editing your CSV file, it's worth a second look to see if your bank offers one of our other supported types. They may be called Quicken or Money files on your bank's website. The best way to find out if another option will work is to download them and see if you get a file that ends in .ofx, .qfx, or .qif. If you do, try importing that one instead!

If CSV is your only option, read on!

Sample Formatting - Spreadsheet Software

The easiest way to get your CSV file in the right format is to open it in a spreadsheet editor. Google Sheets is a free option if you don't have another one installed. Once it's open, you'll want to edit the file so it looks like this: 

Once you have it in that format, save it back to CSV format (this option is usually found in the File menu, under 'Save As' or 'Export'). 

Sample Formatting - Text Editor

If you don't have access to a spreadsheet editor, you can check out your CSV file in a text editor and make the necessary changes. 

The first line is the header, the second line is an example outflow, and the last line is an example inflow.

Date,Payee,Memo,Outflow,Inflow

07/23/16,Payee 1,Memo,100.00,

07/24/16,Payee 2,Memo,,500.00

You'll notice every field is separated by a comma, so it's important that every field is present in each line - even if your transactions don't fill every field. Always include the "Date,Payee,Memo,Outflow,Inflow" header line at the very top. Any field can be left blank except the date.

(Optional) Third-party Tool

A fellow YNABer created this (unofficial) CSV converter which may help convert your CSV file from your bank into the format above. You're welcome to give it a try! We aren't able to support it if it doesn't work for your bank's particular format, though.

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