We love YNAB, it’s our budget management and account aggregation tool of choice, and the team behind it are truly inspiring.
But we also love a good ol’ fashioned spreadsheet!
YNAB provides a CSV export for all of the your data, but it can be a chore downloading and importing these into Google Sheets (our preferred spreadsheet app).
We wanted to make this simpler, so we built Sheets For YNAB.
Once data is imported into your Google Sheets document it is yours to keep, delete or share as you see fit, but we do not keep any copies of it. See our privacy terms for more information.
Installing Sheets For YNAB is as simple as going to the
Add-ons menu in Google Sheets and selecting
Search for “Sheets for YNAB”, and click the
+ FREE button to install it.
Alternatively, visit the Chrome Web Store listing.
Authorize With YNAB
After you have installed the add-on, you need to authorize it to access your YNAB budget.
Add-ons > Sheets For YNAB > Import from YNAB.
You should now see the main sidebar. If this is the first time you’ve used it, you will need to sign in to YNAB and authorize Sheets For YNAB to access your data.
To get started, click the
Authorize With YNAB button.
By default many browsers block pop-up windows, you will need to allow this window to open in order to proceed.
For example, here’s what Chrome displays when the Sign In button is pressed.
Either click the link at the top of the warning to go to this page just this once, or select “Always allow pop-ups and redirects from https://docs.google.com" then press
If you manage to negotiate successfully with the pop-up blocker, a new tab will open containing the YNAB authorization screen.
Please read the information carefully and if you are happy to proceed press the
Authorize button at the bottom of the screen.
The authorization tab will close, and you can return to your Google Sheets tab.
When using the add-on in the future, you may be asked to authorize again but this should be instantaneous, unless you have explicitly removed the Sheets For YNAB authorization in your YNAB settings. In this case, you will have to reauthorize it again.
Okay, now we are getting somewhere! In the sidebar you should see two dropdowns.
- One for selecting the budget in YNAB you want to use
- Another for selecting the data you want to import
Most people just have one YNAB budget, but if you have more choose the one you want to import from.
Finally, select the type of data to import. You can choose from a summary of accounts information (including balance), or your complete set of transactions.
Before we import the data you are asked to confirm that you are happy for the current sheet to be completely replaced.
Note that formatting information is retained. If you have previous data from previous imports that you have carefully formatted, you won’t lose that formatting.
After a brief pause while the data loads, you will see your YNAB data in all it’s glory!