News:

10/23/16 - Welcome to the new forums!

Main Menu

YNAB4 Converter Tool [alpha]

Started by Alex, November 19, 2016, 02:11:41 PM

Previous topic - Next topic

Alex

I am the Financier owner/admin/coder dude.

Bruce

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 

Bruce

Forgive my oversight too, but very nice job @Alex !!

Alex

Quote from: Bruce on November 19, 2016, 04:02:39 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. ;) )
I am the Financier owner/admin/coder dude.

ottyacat

Quote from: Bruce on November 19, 2016, 04:06:25 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.

Bruce

Quote from: Alex on November 19, 2016, 04:13:24 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.

Bruce

Quote from: ottyacat on November 19, 2016, 04:30:09 PM
My account and cell notes come though but not the budget category notes.

What are you referring to when you say cell notes?

ottyacat

The actual note that you can put in each of the cells where you type the amount you want to budget each month.




Bruce

Oh yeah. Forgot about those. Those didn't transfer for me either.

Alex

Latest update should have category notes transfer properly. 😎
I am the Financier owner/admin/coder dude.

ottyacat


ottyacat

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. :(

ottyacat

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.  :-\

Alex

@ottyacat A sync loop shouldn't be possible. I'd recommend logging out + clearing budgets and then logging back in. Should be fine. :)
I am the Financier owner/admin/coder dude.

olaix

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! :)