On 8/23/12 11:00 AM, Chris Wood wrote: > On Thu, Aug 23, 2012 at 10:58 AM, Kenneth Burgener > <[email protected]>wrote: > >> Chris Wood wrote: >>> youneedabudget.com has an awesome tool from a usage stand point. >> >> >> Does YNAB have capabilities for direct importing from banks? The only >> information I could find talked about having to download the >> transactions first, before you could import them... >> > > It supports importing in Quicken formats and also CSV. It does not take > your username/password and query your bank directly. You need to export > the data from the bank and then import it into YNAB. >
But to ease the fear that quicken users usually experience when they here that it doesn't work automatically, I found that I didn't care about that feature once I started just entering transactions on the mobile device at time of purchase. I only download transactions once a month or so when I want to reconcile the accounts. And for that, I have to log into the bank anyway to download the statement. So I just do a quick download of the transactions at the same time and they import just fine. /* PLUG: http://plug.org, #utah on irc.freenode.net Unsubscribe: http://plug.org/mailman/options/plug Don't fear the penguin. */
