StatementSnap

YNAB CSV import format

The columns YNAB's file import expects, with a free template file. Already have a bank CSV? Drop it in the box and StatementSnap converts it.

Your file never leaves your computer. Everything runs in this page. No upload, no account, no server.

Drop your bank CSV here or choose a file

or try a sample

Download the template

Download ynab-import-template.csv: Date, Payee, Memo, Outflow, Inflow. Money out goes in Outflow, money in goes in Inflow.

Rows are made-up examples. YNAB's help page says you can use separate Outflow and Inflow columns or one Amount column, and it does not state a required date format, so check the date preview in the import window.

How to fill it in

Delete the example rows and keep the header row.
Put one transaction on each row, with money out in Outflow and money in in Inflow (or use one Amount column).
Save as CSV, then drag the file onto YNAB on a computer.
In the Import Transactions window, check the column matches and the dates, use "Swap Inflow and Outflow" if they look reversed, then import.

Source: YNAB help: File-Based Import. YNAB does not recommend importing transactions more than a year old. Not affiliated with YNAB.

Free online, or the offline edition

Online (this page)

Free

First 25 rows per file
All 5 import formats
Fully private, runs in your browser

Offline edition

$29 one time

One file you keep, works with no internet
No row limit, no key, no account
Same private conversion, for as many statements as you like

Buy the offline edition

FAQ

Is my bank data uploaded?

No. The converter is JavaScript running in your browser tab. You can disconnect from the internet after the page loads and it still works.

Which banks work?

Any bank that exports CSV. Dates, delimiters (comma, semicolon, tab), European number formats, separate debit/credit columns, headerless files and extra summary rows are handled, and you can override the column mapping.