February 18th, 2022·James Long
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In version 0.0.146 we integrated direct support from importing from YNAB (also known as nYNAB, YNAB5, or YNAB web version). This page explains how to do it.

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For the older YNAB4 version, see Importing from YNAB4

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On first launch, Actual automatically creates a new file for you. You need to close this file to be able to import files. Close it with ctrl+o (or cmd+o on macOS), or selecting “Manage files…” in the File menu.

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On the Files screen, click the “Import file” button under the list of the files. Select the “nYNAB” option.

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Now you need to export your data from YNAB. You can’t use the files from YNAB’s in-app export option; they don’t provide enough data. Instead, you should use the JSON file exported from YNAB’s API.

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Luckily, a member from the Actual community set up a site to make this easy: https://json-exporter-for-ynab.netlify.app. You just need to authenticate your YNAB account and it will give you the JSON file. (If you are concerned about privacy, you can manually call the API yourself).

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Once your have your JSON file, click “Select file…” on the import screen to import it. That’s all it takes!

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The steps summarized:

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  1. In Actual, close the existing file with ctrl+o or cmd+o (or selecting “Manage files…” in the File menu)
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  1. Click “Import file”
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  1. Select “nYNAB”
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  1. Download your YNAB data as JSON using this tool
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  1. Click “Select file…” and select the JSON file
Back references (2)

0.0.146

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feature This release includes a revamped import process, adding nYNAB as a first-class import option. Read more about it at Importing from YNAB.

Importing from YNAB4

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To import from the new YNAB web app, see Importing from YNAB