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Financier App => Announcements => Topic started by: Alex on November 19, 2016, 02:11:41 PM

Title: YNAB4 Converter Tool [alpha]
Post by: Alex on November 19, 2016, 02:11:41 PM
Announcing: The YNAB4 to Financier Converter tool
Totally alpha and could be completely broken, use at your own risk! Created last night in the Ballmer curve

PLEASE READ FIRST:

Before using, log out and clear local budgets! Then, try importing and playing around. When you're done, CLEAR LOCAL BUDGETS before logging back in!

You should NOT sync these budgets to your account because they could be not working in weird ways!

Alternatively, use Chrome's ingognito mode and do not login to your account.

(link to converter tool) (https://aeharding.gitlab.io/ynab4-import/) (directions on use) (https://gitlab.com/aeharding/ynab4-import/wikis/how-to-use)

I hope you guys like it. ❤️ Please give me feedback and point out inconsistencies with the migration.

@asromzek is working on a nYNAB migration tool, so stay tuned for that.

EDIT Nov 20 2016: At this point it should be OK to sync your imported budget. However, don't import multiple times -- this could cause syncing to run slower than usual.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 19, 2016, 02:15:01 PM
I'm not getting anywhere with the link to the directions. Is that link broken?
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 19, 2016, 02:17:38 PM
I'm not getting anywhere with the link to the directions. Is that link broken?

Oops, forgot to make it visible.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 19, 2016, 02:20:32 PM
I should also note that this tool runs completely in your browser, so you're not uploading your budgets anywhere! :)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 19, 2016, 02:36:04 PM
I know just enough to be dangerous, but my .ynab4 file is actually a folder called "Budget~6DF1C19E.ynab4".


(alex accidentally edited this, oops, nothing to see here)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 19, 2016, 02:45:49 PM
That's correct. At least it should be an archive. Are you having trouble uploading it?
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 19, 2016, 02:48:34 PM
How do I upload a folder? It's not a file.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 19, 2016, 02:54:24 PM
Are you running Windows?
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 19, 2016, 03:13:56 PM
Yep. 7.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 19, 2016, 03:15:23 PM
@Bruce I made a change so you can upload the Budget.yfull file. I also updated the help file. Let me know if that works. :)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 19, 2016, 03:28:59 PM
I don't see a Budget.yfull file.

Here's what's in my .yanb4 folder.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 19, 2016, 03:40:07 PM
I found "Budget.yfull" here YNAB\My Budget~6DF1C19E.ynab4\data10-83C09C2D\067220AA-C6EC-192C-5474-CF69D5716166.

I tried uploading that file and got the "Something went wrong" message.

Is that the right file?

These files are in my Dropbox folder since I use the sync feature.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 19, 2016, 03:44:23 PM
Yes, that's the right file, and that sounds like something isn't working right... hmmm

If you could either send me the Budget.yfull file to hello@financier.io (if you don't mind) and/or if you could open the console (right click => inspect) after the error appears and let me know what's there, that would be helpful. :)

Thanks Bruce!
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 19, 2016, 03:51:01 PM
I'm not sure what happened. After I got the "something went wrong" message I refreshed the screen. Just like that I got a 'budget conversion successful" message or something similar, and then the .json file downloaded.

I just restored from that file, but with a very limited review so far everything looks accurate.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: ottyacat on November 19, 2016, 03:57:37 PM
I just tested the tool (Windows 10 YNAB4) worked really well. At a first glimpse all account balances match. There are two empty master categories that are created "Income" & "__Internal__" that don't appear in YNAB but easily deleted.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 19, 2016, 04:00:08 PM
Glad to hear it guys! Thanks. :)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 19, 2016, 04:02:39 PM
All account and budget categories match.

I also got the master categories "Income" and "_Internal_", but both are empty.

I notice notes don't transfer. I have no idea if that's even doable, but just throwing it out there.

One humorous note; The Pre-Financier Debt master category is of course called Pre-YNAB Debt.   ;D 
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 19, 2016, 04:06:25 PM
Forgive my oversight too, but very nice job @Alex !!
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 19, 2016, 04:13:24 PM
I notice notes don't transfer. I have no idea if that's even doable, but just throwing it out there.

Hmm, notes should transfer. At least the account and budget cell notes. (Month notes need to be implemented in Financier first before I can add them. ;) )
Title: Re: YNAB4 Converter Tool [alpha]
Post by: ottyacat on November 19, 2016, 04:30:09 PM
Forgive my oversight too, but very nice job @Alex !!

Well said, ditto.

My account and cell notes come though but not the budget category notes.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 19, 2016, 04:33:16 PM
Hmm, notes should transfer. At least the account and budget cell notes.

Yeah, I just restored again to be sure and the notes didn't transfer.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 19, 2016, 04:35:40 PM
My account and cell notes come though but not the budget category notes.

What are you referring to when you say cell notes?
Title: Re: YNAB4 Converter Tool [alpha]
Post by: ottyacat on November 19, 2016, 04:42:42 PM
The actual note that you can put in each of the cells where you type the amount you want to budget each month.



Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 19, 2016, 04:46:48 PM
Oh yeah. Forgot about those. Those didn't transfer for me either.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 19, 2016, 06:16:29 PM
Latest update should have category notes transfer properly. 😎
Title: Re: YNAB4 Converter Tool [alpha]
Post by: ottyacat on November 19, 2016, 06:46:49 PM
Yep tested and its working now :)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: ottyacat on November 19, 2016, 07:29:59 PM
OK pretty sure I have broken something, after playing with imported budget for a while I logged back in and allowed it to sync and thats when everything stopped working properly. After about 30 seconds the app said sync successful but then every 10 seconds it started syncing again and got stuck in a sync loop. I tried clearing the local budget and logging in again but none of my budgets reappears and its just stuck in the sync loop. :(
Title: Re: YNAB4 Converter Tool [alpha]
Post by: ottyacat on November 19, 2016, 07:33:16 PM
I also just noticed at the top it says you shouldn't sync these budgets oops. But I was following the directions from the link where it says once you happy you can sync them.  :-\
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 19, 2016, 08:26:09 PM
@ottyacat A sync loop shouldn't be possible. I'd recommend logging out + clearing budgets and then logging back in. Should be fine. :)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: olaix on November 20, 2016, 03:22:27 AM
Import worked fine here, too

I have a LOT of hidden categories, which I just moved to the bottom and collapsed. I notice that the budget for month tool also will budget in the hidden categories, though, which is probably not wanted (and doesn't happen in ynab4). Side note; average of last three months seem to just take one third of previous months budget?

Great work, thanks for pushing on! :)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: ottyacat on November 20, 2016, 03:57:09 AM
@ottyacat A sync loop shouldn't be possible. I'd recommend logging out + clearing budgets and then logging back in. Should be fine. :)

Thanks Alex, tried that about 5 times including clearing browser data manually. its definitely looping on my computer and won't pull any budgets back. When I login with my phone it doesn't loop, I can see all budgets but when I click on the ynab one to delete it says it doesn't exist and also wont let me delete it. Something funky is going on
Title: Re: YNAB4 Converter Tool [alpha]
Post by: ottyacat on November 20, 2016, 03:59:20 AM
Side note; average of last three months seem to just take one third of previous months budget?

I posted in the bug section probably the same issue check this out: https://discuss.financier.io/index.php?topic=114.0 (https://discuss.financier.io/index.php?topic=114.0)


Part of the problem atleast.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: olaix on November 20, 2016, 06:50:47 AM
Quote from: ottyacat
Part of the problem atleast.

Certainly the same :)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Hadde on November 20, 2016, 08:39:18 AM
Import is working correctly  parrot
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 20, 2016, 12:03:37 PM
@ottyacat A sync loop shouldn't be possible. I'd recommend logging out + clearing budgets and then logging back in. Should be fine. :)

Thanks Alex, tried that about 5 times including clearing browser data manually. its definitely looping on my computer and won't pull any budgets back. When I login with my phone it doesn't loop, I can see all budgets but when I click on the ynab one to delete it says it doesn't exist and also wont let me delete it. Something funky is going on


Could you let me know your OS/browser, and if you could let me know if there are any errors in the developer console?
Title: Re: YNAB4 Converter Tool [alpha]
Post by: asromzek on November 20, 2016, 12:30:57 PM
The nYNAB migration tool will use the exported CSV files from nYNAB. Unfortunately, there is quite a bit of budget information missing with that format, so a fair amount of user interaction will be needed to fill in the blanks. I just got home from week long work trip, and I took the entire week off got Thanksgiving, so we'll see what happens...
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 20, 2016, 12:37:06 PM
The nYNAB migration tool will use the exported CSV files from nYNAB. Unfortunately, there is quite a bit of budget information missing with that format, so a fair amount of user interaction will be needed to fill in the blanks. I just got home from week long work trip, and I took the entire week off got Thanksgiving, so we'll see what happens...

I don't have any nYNAB data to worry about, but just wanted to say thanks for taking this on. You all are helping create a great product.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 20, 2016, 12:41:36 PM
@Alex is it possible to sync two budgets? Meaning can I import my YNAB4 data into a new and different budget from the one I already have synced so I can test the sync function without possibly disturbing what I already have?
Title: Re: YNAB4 Converter Tool [alpha]
Post by: asromzek on November 20, 2016, 12:42:52 PM
By the way, my tool will likely also eventually handle the YNAB4 CSV format and the YNAB4 JSON format. A little competition doesn't hurt.  ;)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on November 20, 2016, 02:20:42 PM
That was interesting.  I didn't see the local .YNAB4 file so I pointed to the one on the drop box.  It was ~25MB.  The conversion seemed to work....except the budget is only caught up through April.  My allocations (or "predicted") budget is pushed through to December (which is what I was doing back in April).

So it was successful-- and the resulting jSon file was only 1.5MB.   But it wasn't my whole budget to the current point.  I'm not sure why and will dig into where my data is kept.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on November 20, 2016, 02:26:24 PM
Side note... I see now some of my category names are long.  How do I adjust the panel on the budget side to see more width of my categories?
Title: Re: YNAB4 Converter Tool [alpha]
Post by: ottyacat on November 20, 2016, 02:36:24 PM
Could you let me know your OS/browser, and if you could let me know if there are any errors in the developer console?

I'll email you the details so I don't clog up this thread.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: ottyacat on November 20, 2016, 02:39:03 PM
Side note... I see now some of my category names are long.  How do I adjust the panel on the budget side to see more width of my categories?

Not currently possible, this is an existing request see in Trello https://trello.com/c/xYbdVTcu/119-resize-width-of-category-names
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on November 20, 2016, 02:42:53 PM
I saved a the file -- updated-- and the dropbox showed it was updated (current time/date stamp) and I had the same result in uploading it again.  Only budget data through April.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 20, 2016, 02:45:58 PM
That was interesting.  I didn't see the local .YNAB4 file so I pointed to the one on the drop box.  It was ~25MB.  The conversion seemed to work....except the budget is only caught up through April.  My allocations (or "predicted") budget is pushed through to December (which is what I was doing back in April).

So it was successful-- and the resulting jSon file was only 1.5MB.   But it wasn't my whole budget to the current point.  I'm not sure why and will dig into where my data is kept.


If you're comfortable with it, email your YNAB budget and I'll investigate.

It's possible that you may need to save a copy of the YNAB budget and try importing that. :)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 20, 2016, 02:48:58 PM
@Alex is it possible to sync two budgets? Meaning can I import my YNAB4 data into a new and different budget from the one I already have synced so I can test the sync function without possibly disturbing what I already have?

I'm having trouble understanding -- Financier will always import budget data as a completely new budget and will never overwrite existing budget data.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 20, 2016, 02:59:21 PM
Also -- I made an edit to the main post. Importing to sync should now be fine as I've had enough people try it and not have problems.

The only thing I ask is that you don't import the same budget multiple times. Even if you delete the budget (click the "x" on the budget), it still keeps a record of the documents which could slow down Financier if you do it needlessly many times.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on November 20, 2016, 03:37:04 PM
Also -- I made an edit to the main post. Importing to sync should now be fine as I've had enough people try it and not have problems.

The only thing I ask is that you don't import the same budget multiple times. Even if you delete the budget (click the "x" on the budget), it still keeps a record of the documents which could slow down Financier if you do it needlessly many times.

I'm assuming there will eventually be a way to clean those up... As I would hate to import now, not have it work like expected, and have speed issues when I import again at a later date.

I'm excited to play around with this. Just hosted an early thanksgiving yesterday so I've been pretty busy since this came out and just now catching up. Good work Alex
Title: Re: YNAB4 Converter Tool [alpha]
Post by: ottyacat on November 20, 2016, 03:42:43 PM
Also -- I made an edit to the main post. Importing to sync should now be fine as I've had enough people try it and not have problems.

The only thing I ask is that you don't import the same budget multiple times. Even if you delete the budget (click the "x" on the budget), it still keeps a record of the documents which could slow down Financier if you do it needlessly many times.

I'm assuming there will eventually be a way to clean those up... As I would hate to import now, not have it work like expected, and have speed issues when I import again at a later date.

I'm excited to play around with this. Just hosted an early thanksgiving yesterday so I've been pretty busy since this came out and just now catching up. Good work Alex

Thats a good point, after some changes are made so i can delete the last failed attempt, this will be my 3rd import. Hopefully it won't affect things too badly.

I'm also keen to hear what other people are doing with the imports. Are you using it a historic reference only or are you attempting to merge your current financier budget with the newly imported data? I think i'm just going to keep it in there for historic reference and report on it when i need to (when reports are available) in the future, the clean start with Financier is going quite well.

Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on November 20, 2016, 04:01:21 PM
I plan to import my data going back to 2008 and hopefully run financier in parallel with ynab4.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 20, 2016, 04:05:54 PM
I've imported, reconciled with YNAB4, and will now run both in parallel.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on November 20, 2016, 04:24:45 PM
That was interesting.  I didn't see the local .YNAB4 file so I pointed to the one on the drop box.  It was ~25MB.  The conversion seemed to work....except the budget is only caught up through April.  My allocations (or "predicted") budget is pushed through to December (which is what I was doing back in April).

So it was successful-- and the resulting jSon file was only 1.5MB.   But it wasn't my whole budget to the current point.  I'm not sure why and will dig into where my data is kept.


If you're comfortable with it, email your YNAB budget and I'll investigate.

It's possible that you may need to save a copy of the YNAB budget and try importing that. :)

How do I save a copy of the YNAB budget?  I went to "save a copy" and it lists the one that was saved at 1:27PM.  The file seems updated in the dropbox folder....   How do I know for sure?

Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on November 20, 2016, 04:42:37 PM
@RPNnerd - you would have to zip the entire .ynab4 folder and then send it as a zip file.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 20, 2016, 04:46:07 PM
Also -- I made an edit to the main post. Importing to sync should now be fine as I've had enough people try it and not have problems.

The only thing I ask is that you don't import the same budget multiple times. Even if you delete the budget (click the "x" on the budget), it still keeps a record of the documents which could slow down Financier if you do it needlessly many times.

I'm assuming there will eventually be a way to clean those up... As I would hate to import now, not have it work like expected, and have speed issues when I import again at a later date.

I'm excited to play around with this. Just hosted an early thanksgiving yesterday so I've been pretty busy since this came out and just now catching up. Good work Alex

The reason is technical and has to do with syncing. Basically, the db needs to know what was deleted so it keeps tombstones around of the old budget documents. Not too big of a deal unless you import a huge budget 30 times or something, and even then not too big of an issue...

Quote
CouchDB doesn’t completely delete the specified document. Instead, it leaves a tombstone with very basic information about the document. The tombstone is required so that the delete action can be replicated. Since the tombstones stay in the database indefinitely, creating new documents and deleting them increases the disk space usage of a database and the query time for the primary index, which is used to look up documents by their ID.

From https://docs.cloudant.com/document.html#delete
Title: Re: YNAB4 Converter Tool [alpha]
Post by: asromzek on November 20, 2016, 05:07:39 PM
Could you log out and clear local budgets, then import and fix your budget (as many times as needed). And when you have the budget just how you want it... export the Financier json, clear all local data, log in, and import the final budget to your synced account?
Title: Re: YNAB4 Converter Tool [alpha]
Post by: asromzek on November 20, 2016, 05:08:55 PM
That way you can import as much as possible offline to test things out and get the budget how you want it, and then do one final import into Financier to keep the synced database size small.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 20, 2016, 05:14:06 PM
That way you can import as much as possible offline to test things out and get the budget how you want it, and then do one final import into Financier to keep the synced database size small.
Could you log out and clear local budgets, then import and fix your budget (as many times as needed). And when you have the budget just how you want it... export the Financier json, clear all local data, log in, and import the final budget to your synced account?

Absolutely! 👍 As long as it doesn't sync, you should be fine. Just make sure you press 'clear local budgets' and not just press the delete budget button on each budget and then log back in. While they look like they do the same thing, the first actually completely removes everything.

Another (safer, easier) option is to simply use Chrome's incognito mode and just never login.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on November 20, 2016, 07:09:13 PM
Does the file size of your YNAB4 budget matter when converting it?

Would it be a good idea to compact the file before migration?
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on November 20, 2016, 07:47:06 PM
So I just converted my YNAB4 budget that has historical data going back to YNAB4. It converted super quickly. I remember every time YNAB had a migration tool it would take forever, so that immediately impressed me.

It created two master categories that were not in my old budget: "Income" and "__Internal__".

Other than that, it appears everything came over correctly!
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on November 20, 2016, 08:04:01 PM
@RPNnerd - you would have to zip the entire .ynab4 folder and then send it as a zip file.

Yes, I'm hesitant to do that as the first step... I'm wondering how to tell YNAB to save the latest or financier which file is most recent?

I think YNAB is saving the latest-- under the file.  I see the latest via the timestamp (ls -al).

I don't see any particular file that ended on April 28th (last transaction date recorded in the conversion)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on November 20, 2016, 08:10:40 PM
Looking at the json file:

  "_id": "budget_ebb300ec-452f-443b-9133-34c8595204b0",
    "name": "<budget_name>",
    "currency": "USD",
    "hints": {
      "outflow": true
    },
    "created": "2016-11-20T20:11:15.329Z",
    "checkNumber": false


It does have a created stamp in the json.


Is there something to look for in the json to identify why it may have halted or is the source file the more likely point to investigate?


Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on November 20, 2016, 08:24:23 PM
@RPNnerd - you would have to zip the entire .ynab4 folder and then send it as a zip file.

Yes, I'm hesitant to do that as the first step... I'm wondering how to tell YNAB to save the latest or financier which file is most recent?

I think YNAB is saving the latest-- under the file.  I see the latest via the timestamp (ls -al).

I don't see any particular file that ended on April 28th (last transaction date recorded in the conversion)

I would open the ynab4 folder and look at what data# folders exist. If you then save a version in ynab4, it should create a new data# folder. The .yfull file you need should be in the new data# folder.

Also, it may be worth compacting your ynab4 budget to clean things up. Ctrl + Shift + Alt + C
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on November 20, 2016, 08:29:15 PM
@RPNnerd - you would have to zip the entire .ynab4 folder and then send it as a zip file.

Yes, I'm hesitant to do that as the first step... I'm wondering how to tell YNAB to save the latest or financier which file is most recent?

I think YNAB is saving the latest-- under the file.  I see the latest via the timestamp (ls -al).

I don't see any particular file that ended on April 28th (last transaction date recorded in the conversion)

I would open the ynab4 folder and look at what data# folders exist. If you then save a version in ynab4, it should create a new data# folder. The .yfull file you need should be in the new data# folder.

Also, it may be worth compacting your ynab4 budget to clean things up. Ctrl + Shift + Alt + C

Yes, @Joel I have compacted in the past. 

I'm not seeing it create a new folder... just new data# files.

Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on November 20, 2016, 08:38:26 PM
There should be the new yfull file in the newly created data# folder.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on November 20, 2016, 08:39:48 PM
@Joel  -- I am on a Mac... if that makes a difference between file/folder handling.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on November 20, 2016, 08:41:14 PM
@Joel  -- I am on a Mac... if that makes a difference between file/folder handling.

The file structure is not any different for ynab4 whether you are using Windows or Mac.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on November 20, 2016, 09:51:07 PM
@Joel  -- I am on a Mac... if that makes a difference between file/folder handling.

The file structure is not any different for ynab4 whether you are using Windows or Mac.

Hmmmm....

OK.

First level of directories:
/Users/<username>/Dropbox/YNAB/

ls * gives:
Exports/<budget1 from 09/05/16>.csv

<budget1>.ynab4/
Backup<date and identifier>.y4backup
...
Budget.ymeta
data1~C0D1DEE7/
data2-4E27F89B/
readme.txt

<budget2>.ynab4/
....

<budget3>.ynab4/
...
<budget4>.ynab4/
....

I see the Data directories you mentioned now... it was the Backup with the current date that caught my attention.


The data1 directory has contents removed and a file that says it was compacted and therefore content removed.

Content in the data2 directory has

7D1C3725-3841-8F32-997A-2F8707037CE1   
B9397F71-A532-A0B8-F29B-334D53A0C4A0   
EAD8F13B-7CFA-4F30-93A7-F488B43EE582
B412BE51-8F03-4906-A9CC-E6EACC2C4881   
C2000CBA-4F7B-9822-5BB6-19418771558A
devices


A little further-- the first one stops at the end of April:
 ls -al 7D1C3725-3841-8F32-997A-2F8707037CE1/
total 3504
  136 Oct  1 06:53 .
272 Apr 17  2016 ..
1785731 Apr 24  2016 Budget.yfull
5913 Apr 30  2016 budgetSettings.ybsettings

The other directories have many files that go into the Nov20th time stamp.

Thanks!




Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on November 20, 2016, 09:56:55 PM
If you save a version (within ynab4), it should create a new data# folder for you. Within that new folder will be the .yfull file you need to convert
Title: Re: YNAB4 Converter Tool [alpha]
Post by: jerryfmccarthy on November 21, 2016, 06:08:52 AM
Brilliant Work Alex! The converter worked flawelessly and took less than seconds to prepare my YNAB4 file of 18 months data for import.
And everything was imported correctly. Amazing work. With a few more developments this is without a doubt what YNAB5 should have been.  parrot


Jerry
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on November 21, 2016, 06:55:02 AM
I tried a second budget.  It pulled in data only through December 2015.   

I'm not on the primary machine that initiated the budget--- but Dropbox should be the same across them, right?
Title: Re: YNAB4 Converter Tool [alpha]
Post by: isildo on November 21, 2016, 08:01:46 AM
I pulled the budget.yfull file from my Data1 folder first and realized it only had a few transactions from when I first set up YNAB back in 2014. I looked for the highest number data file (I think it was data52) and pulled that budget.yfull file, and that had all my information up to the current date.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 21, 2016, 08:55:54 AM
Brilliant Work Alex! ..... Amazing work. With a few more developments this is without a doubt what YNAB5 should have been.  parrot

Well said and I agree 100%
Title: Re: YNAB4 Converter Tool [alpha]
Post by: MacMichael on November 21, 2016, 10:19:52 AM
I just converted/imported 2 1/2 years of YNAB 4 data into Financier.  It worked great on the first try and all the data is correct.  My computer is a Mac running El Capitan (version 10.11.6)  A huge thanks to Alex.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on November 21, 2016, 10:22:51 AM
This alpha works better than what other companies are selling their real product for...
Title: Re: YNAB4 Converter Tool [alpha]
Post by: tbdoml on November 21, 2016, 10:30:39 AM
It worked! My whole ynab4 budget is now on Financier. I've been lurkin here off and on, and I like the progress you are making.
I plan on running both ynab4 and Financier until the phone app is available, (wife needs to have a
simple way to add transactions).Thanks Alex!!!
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Bruce on November 21, 2016, 10:33:45 AM
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.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: jeremiahsvow on November 21, 2016, 06:02:48 PM
This alpha works better than what other companies are selling their real product for...

(http://images.memes.com/meme/1299527)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on November 21, 2016, 07:55:06 PM
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
Title: Re: YNAB4 Converter Tool [alpha]
Post by: rehabguy1960 on November 23, 2016, 06:39:02 AM
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.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: jeremiahsvow on November 23, 2016, 08:10:53 PM
I did it... once I found the file I needed to convert. I will be playing with Financier more intentionally now.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: dreesemonkey on November 25, 2016, 07:27:02 PM
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.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 25, 2016, 08:27:50 PM
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! :)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: athikalaka on November 26, 2016, 07:44:57 PM
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)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 26, 2016, 08:33:48 PM
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. :)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: besumi on November 27, 2016, 09:53:56 AM
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!
Title: Re: YNAB4 Converter Tool [alpha]
Post by: asromzek on November 27, 2016, 11:06:42 AM
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.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: ottyacat on November 27, 2016, 04:48:44 PM
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
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 27, 2016, 05:01:23 PM
@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
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on November 27, 2016, 05:21:13 PM
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! (https://blog.financier.io/convert-your-ynab-4-budget-to-financier-149c4b46d57)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: ottyacat on November 27, 2016, 05:38:37 PM
@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 :)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: dreesemonkey on November 28, 2016, 10:02:16 AM
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! :)
[/quote]

Thank you!  I didn't know I could right click, thanks worked for me!
Title: Re: YNAB4 Converter Tool [alpha]
Post by: machei on December 01, 2016, 04:16:50 PM
I've tried to make this work, but I'm having weird results. I manage to everything just fine--locate the .ynab file, convert it to .json, import it to Financier. But once it gets there, it doesn't look like I expect. Only one of my 5 accounts is there, the budget categories are there, but they aren't populated. It's certainly pulling *some* of the data, but it hasn't seemed to have run the whole thing.

Any ideas? While I don't expect to have my historical data here when I move from YNAB, it would sure be awesome if it was.  ;)

Thanks,
m.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on December 01, 2016, 04:24:26 PM
I've tried to make this work, but I'm having weird results. I manage to everything just fine--locate the .ynab file, convert it to .json, import it to Financier. But once it gets there, it doesn't look like I expect. Only one of my 5 accounts is there, the budget categories are there, but they aren't populated. It's certainly pulling *some* of the data, but it hasn't seemed to have run the whole thing.

Any ideas? While I don't expect to have my historical data here when I move from YNAB, it would sure be awesome if it was.  ;)

Thanks,
m.

I had only partial import happen -- it was actually a specific date (April 28th 2016).  This was on a Mac.  When I did the import process on a PC that was also using dropbox then it worked without a hitch.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: machei on December 01, 2016, 04:39:57 PM
I've tried to make this work, but I'm having weird results. I manage to everything just fine--locate the .ynab file, convert it to .json, import it to Financier. But once it gets there, it doesn't look like I expect. Only one of my 5 accounts is there, the budget categories are there, but they aren't populated. It's certainly pulling *some* of the data, but it hasn't seemed to have run the whole thing.

Any ideas? While I don't expect to have my historical data here when I move from YNAB, it would sure be awesome if it was.  ;)

Thanks,
m.

I had only partial import happen -- it was actually a specific date (April 28th 2016).  This was on a Mac.  When I did the import process on a PC that was also using dropbox then it worked without a hitch.

Aha. That could be it then. I'm entirely mac-based. Maybe the import tool isn't for me, then. I don't actually have a copy of YNAB running anywhere but a mac. Alas.

Thanks for the feedback!
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on December 01, 2016, 04:47:25 PM
I've tried to make this work, but I'm having weird results. I manage to everything just fine--locate the .ynab file, convert it to .json, import it to Financier. But once it gets there, it doesn't look like I expect. Only one of my 5 accounts is there, the budget categories are there, but they aren't populated. It's certainly pulling *some* of the data, but it hasn't seemed to have run the whole thing.

Any ideas? While I don't expect to have my historical data here when I move from YNAB, it would sure be awesome if it was.  ;)

Thanks,
m.

I had only partial import happen -- it was actually a specific date (April 28th 2016).  This was on a Mac.  When I did the import process on a PC that was also using dropbox then it worked without a hitch.

Aha. That could be it then. I'm entirely mac-based. Maybe the import tool isn't for me, then. I don't actually have a copy of YNAB running anywhere but a mac. Alas.

Thanks for the feedback!

Alex indicated he'd take a look if he could have the file setup that shows the problem.  I tried to do more debugging on my own as I wasn't ready to provide my full budget.

If you're comfortable, I think he'd be open to trying to correct it.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: machei on December 01, 2016, 05:06:03 PM
I've tried to make this work, but I'm having weird results. I manage to everything just fine--locate the .ynab file, convert it to .json, import it to Financier. But once it gets there, it doesn't look like I expect. Only one of my 5 accounts is there, the budget categories are there, but they aren't populated. It's certainly pulling *some* of the data, but it hasn't seemed to have run the whole thing.

Any ideas? While I don't expect to have my historical data here when I move from YNAB, it would sure be awesome if it was.  ;)

Thanks,
m.

I had only partial import happen -- it was actually a specific date (April 28th 2016).  This was on a Mac.  When I did the import process on a PC that was also using dropbox then it worked without a hitch.

Aha. That could be it then. I'm entirely mac-based. Maybe the import tool isn't for me, then. I don't actually have a copy of YNAB running anywhere but a mac. Alas.

Thanks for the feedback!

Alex indicated he'd take a look if he could have the file setup that shows the problem.  I tried to do more debugging on my own as I wasn't ready to provide my full budget.

If you're comfortable, I think he'd be open to trying to correct it.

Oh, I think I'd be fine with that... there's nothing there that'll reveal any information about my bank accounts anyway. But, I would like to wait until I go in whole-hog with Financier. There's no point if I don't start using it from where I am, and right now, I'm still poking around to see what it can do. Just waiting on the mobile app...  ;)

I'll let you know when I'm ready and if the offer is still open then, I'll fire it over. Thanks so much.

m.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on December 01, 2016, 07:16:05 PM
I've tried to make this work, but I'm having weird results. I manage to everything just fine--locate the .ynab file, convert it to .json, import it to Financier. But once it gets there, it doesn't look like I expect. Only one of my 5 accounts is there, the budget categories are there, but they aren't populated. It's certainly pulling *some* of the data, but it hasn't seemed to have run the whole thing.

Any ideas? While I don't expect to have my historical data here when I move from YNAB, it would sure be awesome if it was.  ;)

Thanks,
m.


Are you sure you selected the most recent ynab data file?

Your ynab4 folder may contain multiple data folders which would have multiple files with the specific extension you need, and only one of those files is the current file you actually need.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: RPNnerd on December 01, 2016, 07:24:16 PM
I've tried to make this work, but I'm having weird results. I manage to everything just fine--locate the .ynab file, convert it to .json, import it to Financier. But once it gets there, it doesn't look like I expect. Only one of my 5 accounts is there, the budget categories are there, but they aren't populated. It's certainly pulling *some* of the data, but it hasn't seemed to have run the whole thing.

Any ideas? While I don't expect to have my historical data here when I move from YNAB, it would sure be awesome if it was.  ;)

Thanks,
m.


Are you sure you selected the most recent ynab data file?

Your ynab4 folder may contain multiple data folders which would have multiple files with the specific extension you need, and only one of those files is the current file you actually need.

On the mac it doesn't say point to a file-- it says point to the folder.  This could be a cause-- it was what I observed.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on December 01, 2016, 08:21:31 PM
I know nothing about macs, but my understand was the ynab4 file structure is always the same. Are you unable to find a .yfull file on macs?
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on December 01, 2016, 08:29:40 PM
Macs have the .ynab4 file act like a ZIP archive. It's a pretty common pattern (right click on many "files" and "Show package contents").

But windows it's just a folder, and you cannot upload directories in all modern browsers in this day and age, so you must find the Budget.yfull.

@machei YNAB 4 does some weird things... If you save a copy of the budget w/o cloud sync and try to upload that it should solve the problem. I've also heard "budget compaction" solves the problem, whatever that is, lol. :)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: machei on December 01, 2016, 08:33:01 PM
Hi everyone, and thank you for your feedback.

I tried this with a few different files. My YNAB data files are kept on Dropbox for easy syncing, and they are always the most recent. I have only one budget file which I have been using for years. I'm quite certain I chose the correct one, as it had a time stamp of today (in fact within the hour).

All that said, I haven't explored the idea that the .ynab file is actually a zip, and I may dig a little deeper on this. I'll report back any findings the next time I have a chance to sit down with it--probably tomorrow evening. Thanks again, everyone!

m.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on December 01, 2016, 10:09:49 PM
@RPNnerd @machei - Can you log onto the dropbox website and identify and download the specific .yfull file you need (similar to the instructions for a Windows user)?
Title: Re: YNAB4 Converter Tool [alpha]
Post by: machei on December 02, 2016, 07:07:18 AM
@RPNnerd @machei - Can you log onto the dropbox website and identify and download the specific .yfull file you need (similar to the instructions for a Windows user)?

When I look at my Dropbox folder for YNAB, I don't see any files with a .yfull extension. There's only .ynab4 file. The question was whether this file was an archive, and this morning I checked it out and indeed, it is. It contains a lot of things. Multiple backups, scores of .ydiff files, and a number of nested folders. Many of these folders do indeed contain, among other things, a budget.yfull file. However, in my case ALL of them are not recent. The time stamps go back months, and in some cases years for the .yfull files. Anything with a date matching my latest save (which I assume are the ones within the past couple hours) do not contain any .yfull files that I can locate to this point.

But I haven't had chance to look deeply. I wasn't even going to do this much this morning, as I'm strapped for time. I will look again this evening.

Thanks!
m.


Title: Re: YNAB4 Converter Tool [alpha]
Post by: Paul on December 02, 2016, 07:31:05 AM
What you describe is certainly the same as for my Mac YNAB 4 "file"
Title: Re: YNAB4 Converter Tool [alpha]
Post by: jeremiahsvow on December 02, 2016, 08:19:00 AM
@RPNnerd @machei - Can you log onto the dropbox website and identify and download the specific .yfull file you need (similar to the instructions for a Windows user)?

When I look at my Dropbox folder for YNAB, I don't see any files with a .yfull extension. There's only .ynab4 file. The question was whether this file was an archive, and this morning I checked it out and indeed, it is. It contains a lot of things. Multiple backups, scores of .ydiff files, and a number of nested folders. Many of these folders do indeed contain, among other things, a budget.yfull file. However, in my case ALL of them are not recent. The time stamps go back months, and in some cases years for the .yfull files. Anything with a date matching my latest save (which I assume are the ones within the past couple hours) do not contain any .yfull files that I can locate to this point.

But I haven't had chance to look deeply. I wasn't even going to do this much this morning, as I'm strapped for time. I will look again this evening.

Thanks!
m.

I'm on a PC. When I went looking for mine I could not find it either. I had to "unhide" some of the hidden folders after doing a search. Apparently, the file I needed was in one of these hidden ones. I don't know if that is normal or not. But that is what happened with mine. I spent about an hour trying to figure it out, but then I realized what happened after letting the computer do the deeper search.

I don't know if this will help others, but just wanted to put it out there.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on December 02, 2016, 09:19:48 AM
@RPNnerd @machei - Can you log onto the dropbox website and identify and download the specific .yfull file you need (similar to the instructions for a Windows user)?

When I look at my Dropbox folder for YNAB, I don't see any files with a .yfull extension. There's only .ynab4 file. The question was whether this file was an archive, and this morning I checked it out and indeed, it is. It contains a lot of things. Multiple backups, scores of .ydiff files, and a number of nested folders. Many of these folders do indeed contain, among other things, a budget.yfull file. However, in my case ALL of them are not recent. The time stamps go back months, and in some cases years for the .yfull files. Anything with a date matching my latest save (which I assume are the ones within the past couple hours) do not contain any .yfull files that I can locate to this point.

But I haven't had chance to look deeply. I wasn't even going to do this much this morning, as I'm strapped for time. I will look again this evening.

Thanks!
m.




I was recommending accessing the folder from Dropbox's website since Macs may do weird stuff, but it sounds like you found it.

To figure out which .yfull file you should use, I recommend taking note of what data# folders you have. (For example, data1, data2, data3). Open ynab4 and save a version. That should create a new data# folder. If you use the .yfull file in the new folder it should have all your data.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Joel on December 02, 2016, 09:20:42 AM
@jeremiahsvow - I think you are correct that all of these files are hidden by default.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: machei on December 02, 2016, 12:13:46 PM
@RPNnerd @machei - Can you log onto the dropbox website and identify and download the specific .yfull file you need (similar to the instructions for a Windows user)?

When I look at my Dropbox folder for YNAB, I don't see any files with a .yfull extension. There's only .ynab4 file. The question was whether this file was an archive, and this morning I checked it out and indeed, it is. It contains a lot of things. Multiple backups, scores of .ydiff files, and a number of nested folders. Many of these folders do indeed contain, among other things, a budget.yfull file. However, in my case ALL of them are not recent. The time stamps go back months, and in some cases years for the .yfull files. Anything with a date matching my latest save (which I assume are the ones within the past couple hours) do not contain any .yfull files that I can locate to this point.

But I haven't had chance to look deeply. I wasn't even going to do this much this morning, as I'm strapped for time. I will look again this evening.

Thanks!
m.




I was recommending accessing the folder from Dropbox's website since Macs may do weird stuff, but it sounds like you found it.

To figure out which .yfull file you should use, I recommend taking note of what data# folders you have. (For example, data1, data2, data3). Open ynab4 and save a version. That should create a new data# folder. If you use the .yfull file in the new folder it should have all your data.

That's a good suggestion. I'll give it a shot this evening and report back (and I'll also make a point of looking for hidden files). Thank you for this suggestion!

m.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: machei on December 03, 2016, 02:42:29 PM
Success!

I managed to get it to go on my Mac. Here was my process:

It worked swimmingly once I found the right file and used Chrome. So, now I have my happy path and can convert at will.

Thanks to everyone who offered advice!  8)
m.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Paul on December 03, 2016, 03:52:56 PM
Excellent - thank you. Worked for me too!

PS A YNAB 4 file for 2008-2011 converted without going through this process though.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: John on December 10, 2016, 08:02:41 PM
Just imported my most recent version of YNAB (2+ years of data) in less than a minute.

So far everything looks good. Awesome Job @Alex!

Title: Re: YNAB4 Converter Tool [alpha]
Post by: bronhi on December 18, 2016, 01:33:26 AM
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.

Just wanted to check what the status on the nYNAB converter is? Would like to convert my 1 year old data from nYNAB to financier.

Thanks for working on this!
Title: Re: YNAB4 Converter Tool [alpha]
Post by: asromzek on December 19, 2016, 09:19:31 AM
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.

Just wanted to check what the status on the nYNAB converter is? Would like to convert my 1 year old data from nYNAB to financier.

Thanks for working on this!

I found a weird bug right before I was going to upload the code, and life started smacking me around. I'm going to sort that out this week...
Title: Re: YNAB4 Converter Tool [alpha]
Post by: fshelton79 on December 20, 2016, 01:35:01 PM
Just did this for kicks.  I had to remove a couple of odd master categories that were empty, but other than that, everything looks as expected.  Now it will be even easier to move use this full time once you have scheduled transactions in place!
Title: Re: YNAB4 Converter Tool [alpha]
Post by: MD on January 02, 2017, 10:41:55 AM
Used the "Converter Tool" this morning and imported 3 years worth of data from YNAB 4...it worked perfectly. 

Thanks for the outstanding effort in designing this tool.   ;D
Title: Re: YNAB4 Converter Tool [alpha]
Post by: asromzek on March 06, 2017, 08:36:18 PM
Alright, it's time to make the nYNAB importer work for real. Our trial for YNAB expired again, and I need to get the exported budget for my wife's business into Financier. Stay tuned...
Title: Re: YNAB4 Converter Tool [alpha]
Post by: zielperson on March 07, 2017, 04:40:37 AM
Please.

Only thing keeping me from converting the family main account at the moment...

::zielperson::
Title: Re: YNAB4 Converter Tool [alpha]
Post by: asromzek on March 07, 2017, 03:35:24 PM
Right now the converter is definitely clunky, and I'm sort of blind now that I can't compare the import to the original nYNAB budget. I'll keep chipping away at it as much as possible this week. (Life is doing it's best to kick me around right now...)

I uploaded the current code to Gitlab last night. There are no instructions, it's a little rough around the edges, and there are some definite bugs to be worked out, so use at your own risk. If you're not the adventurous type, then waiting until it's a little polished might be a good idea.

If you are going to test, I recommend logging out and clearing local budgets in Financier before importing a converted budget. That will keep your account from getting clogged up with synced test budgets that aren't totally deleted when you delete them. If you know your way around C#, feel free to fix the bugs for me. :)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: asromzek on March 07, 2017, 03:45:16 PM
And the link to the Gitlab project: https://gitlab.com/asromzek/ynac (https://gitlab.com/asromzek/ynac)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: asromzek on March 07, 2017, 03:54:57 PM
YNAC.Converter is the Winforms project within the solution for converting nYNAB budgets. It uses the YNAC.Financier library to building the JSON budget file.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: zielperson on March 08, 2017, 03:23:19 AM
How Do I even run this?

(http://i2.kym-cdn.com/photos/images/newsfeed/000/305/235/07a.jpg)
Title: Re: YNAB4 Converter Tool [alpha]
Post by: asromzek on March 08, 2017, 07:38:02 AM
That actually made me laugh in a meeting at work this morning... :D

I was going to compile and wrap up the software into an installer last night, but got tied up with other stuff. Give me a little time to squash a couple of bugs, and I'll put together a version that you can install. I'm targeting Windows, so if you're running Mac or Linux there will be a few more hoops to jump through.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: Alex on March 08, 2017, 08:32:05 AM
I'm targeting Windows, so if you're running Mac or Linux there will be a few more hoops to jump through.

As long as it supports 3.1, I'm good.
Title: Re: YNAB4 Converter Tool [alpha]
Post by: asromzek on March 09, 2017, 02:05:05 PM
You should be good...