YNAB4 Converter Tool [alpha]

[Bruce]

This alpha works better than what other companies are selling their real product for...

That's just funny. Sad and very true, but damn funny.

[jeremiahsvow]

This alpha works better than what other companies are selling their real product for...

[RPNnerd]

Update:

@Joel and @Alex  -- I logged in to a Windows machine that was also synced by DropBox and had a full successful import.  As long as there is "A" Way then there is a right way

This is exciting.  I may be starting our joint budget on YNAB4 and then migrate when the features are working-- this is tremendous.  It's Yuuuuge!   Ok.. enough of that...

one more... This'll make Budgeting great again!

parrot

[rehabguy1960]

The migration was perfect - took me a while to find the files, but that's just because I'm technologically challenged.  Going to play in parallel for a while and watch as you roll out new features.  Way to go.

[jeremiahsvow]

I did it... once I found the file I needed to convert. I will be playing with Financier more intentionally now.

[dreesemonkey]

Converter worked great for my data.  I may be missing something, but there doesn't seem to be a check # column in the register view.  If the memo field is to be used for that (which is fine), it would be nice if the converter tool copied the check # field from YNAB to the memo field, or combined memo and check number from YNAB.

Good chances are I'm just missing something, though.

[Alex]

Converter worked great for my data.  I may be missing something, but there doesn't seem to be a check # column in the register view.  If the memo field is to be used for that (which is fine), it would be nice if the converter tool copied the check # field from YNAB to the memo field, or combined memo and check number from YNAB.

Good chances are I'm just missing something, though.

Hi @dreesemonkey you can enable the check column by right clicking "all accounts" and/or the account and clicking the check box for it. The check numbers should all be there. LMK if you have any problems with that!

[athikalaka]

Is there a way to then combine a number of converted YNAB4 files to one large merged Financier workbook?
I've got a number of financial years that I'd like to try and merge for testing purposes.
Although some account names and categories changed over time, if this were possible, would this just add the account/category and then I can relocate them appropriately or do I need to align/rename all the accounts/categories before converting?

(This is more of a nice to have rather than a need request - if it works I guess if there are others like me who have multiple YNAB files and would like to see one entire merged Financier Budget this could be a neat feature)

[Alex]

Is there a way to then combine a number of converted YNAB4 files to one large merged Financier workbook?
I've got a number of financial years that I'd like to try and merge for testing purposes.
Although some account names and categories changed over time, if this were possible, would this just add the account/category and then I can relocate them appropriately or do I need to align/rename all the accounts/categories before converting?

(This is more of a nice to have rather than a need request - if it works I guess if there are others like me who have multiple YNAB files and would like to see one entire merged Financier Budget this could be a neat feature)

There's a lot of edge cases that could come up with merging budgets. :/ However, in the future there may be a way to import/export transactions which could be used to make merging easier (although you'd have to set categories and add budget values, etc).

Something to think about for sure.

If anyone is interested, there's nothing stopping anyone from making a merger tool though.

[besumi]

Just wanted to throw my hat in the ring - the YNAB4 -> financier tool worked like a charm.  I deleted the Income and __Internal__ categories, dragged the Hidden Categories to the bottom, and all is well.

Thanks very much for working on this!

[asromzek]

I'm finally free from the holiday obligations/chaos, and making progress on the nYNAB converter again. Attempting to get something functional wrapped up by the end of the day.

[ottyacat]

So I finally got a chance to attempt to reimport my YNAB budget after the previous attempt failed for some reason. I couldn't make my mind up if I wanted to keep my clean start in Financier and use the YNAB import as just historical data or to somehow merge the two and keep the history in the active budget. I decided to merge the two, so after about an hour of manual merging (I was only about 1.5 months behind) I got my YNAB history in all synced successfully.

Yay now the net worth chart looks meaningful again, glad I ended up doing it this way. I still have the failed import budget that will not delete, @Alex said he will fix this at some stage, in the meantime i've renamed it to DELETE.

parrot

[Alex]

@ottyacat Glad it all worked out.

You can track this issue for progress on when you can delete that weird budget:
https://trello.com/c/BwQUCMWp/296-allow-deleting-budgets-without-budget-opened-record

Cheers

[Alex]

So I made a blog post on this converter tool now that I think it's ready for more widespread use. Thanks everyone for testing and helping me fix edge cases!

[ottyacat]

@ottyacat Glad it all worked out.

You can track this issue for progress on when you can delete that weird budget:
https://trello.com/c/BwQUCMWp/296-allow-deleting-budgets-without-budget-opened-record

Cheers

Many thanks