

Start by following the instructions above to download your YNAB transactions as a CSV file. How to Import YNAB Transactions Into Google Sheets Import YNAB to Google Sheets


In the “Text Import Wizard” dialog box, select “Delimited” as the file type and click “Next”.In the “Import Data” dialog box, locate and select the CSV file you downloaded from Simplifi and click “Import”.Click on the “Data” tab in the top menu and select “From Text/CSV” in the “Get & Transform Data” section.Open Microsoft Excel and create a new workbook.Start by following the instructions above to download your YNAB transactions as a CSV file. Then: How to Import YNAB Transactions Into Microsoft Excel CSV File Your transactions will export as separate CSV files.Select “ Export (X) Transactions” from the drop-down menu.Click the name of your budget in the top left corner.Click the checkbox next to the transactions you’d like to export.Click an account (or All Accounts) in the left sidebar.How to Export Select Transactions from YNAB This will export a zip file that contains two CSVs: one for your budget including categories and Category Groups, and one for your transaction history register.Click the name of your budget in the top-left corner of the YNAB web app.How to Export Your Budget and All Transactions from YNAB
