Author Topic: YNAB4 Converter Tool [alpha]  (Read 9207 times)

Offline Alex

YNAB4 Converter Tool [alpha]
« 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) (directions on 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.
« Last Edit: November 20, 2016, 02:54:09 PM by Alex »
I am the Financier owner/admin/coder dude.

Offline Bruce

Re: YNAB4 Converter Tool [alpha]
« Reply #1 on: November 19, 2016, 02:15:01 PM »
I'm not getting anywhere with the link to the directions. Is that link broken?

Offline Alex

Re: YNAB4 Converter Tool [alpha]
« Reply #2 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.
I am the Financier owner/admin/coder dude.

Offline Alex

Re: YNAB4 Converter Tool [alpha]
« Reply #3 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! :)
I am the Financier owner/admin/coder dude.

Offline Bruce

Re: YNAB4 Converter Tool [alpha]
« Reply #4 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)
« Last Edit: November 19, 2016, 02:45:46 PM by Alex »

Offline Alex

Re: YNAB4 Converter Tool [alpha]
« Reply #5 on: November 19, 2016, 02:45:49 PM »
That's correct. At least it should be an archive. Are you having trouble uploading it?
I am the Financier owner/admin/coder dude.

Offline Bruce

Re: YNAB4 Converter Tool [alpha]
« Reply #6 on: November 19, 2016, 02:48:34 PM »
How do I upload a folder? It's not a file.

Offline Alex

Re: YNAB4 Converter Tool [alpha]
« Reply #7 on: November 19, 2016, 02:54:24 PM »
Are you running Windows?
I am the Financier owner/admin/coder dude.

Offline Bruce

Re: YNAB4 Converter Tool [alpha]
« Reply #8 on: November 19, 2016, 03:13:56 PM »
Yep. 7.

Offline Alex

Re: YNAB4 Converter Tool [alpha]
« Reply #9 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. :)
I am the Financier owner/admin/coder dude.

Offline Bruce

Re: YNAB4 Converter Tool [alpha]
« Reply #10 on: November 19, 2016, 03:28:59 PM »
I don't see a Budget.yfull file.

Here's what's in my .yanb4 folder.

Offline Bruce

Re: YNAB4 Converter Tool [alpha]
« Reply #11 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.

Offline Alex

Re: YNAB4 Converter Tool [alpha]
« Reply #12 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!
I am the Financier owner/admin/coder dude.

Offline Bruce

Re: YNAB4 Converter Tool [alpha]
« Reply #13 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.

Offline ottyacat

Re: YNAB4 Converter Tool [alpha]
« Reply #14 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.