Money management software

Dennis Muhlestein djmuhlestein at gmail.com
Thu Aug 23 11:32:34 MDT 2012


On 8/23/12 11:00 AM, Chris Wood wrote:
> On Thu, Aug 23, 2012 at 10:58 AM, Kenneth Burgener
> <kenneth-lFTmLTALTN2h2OhbvMiLHw at public.gmane.org>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.


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