Importing from ynab

kwillikaw
kwillikaw Member
edited January 25 in Getting Started
Can you import transactions from ynab into simplify?
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Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @kwillikaw1,

    Thanks for posting your inquiry to the Community!

    Although we don't currently support the ability to import your data from other financial management programs, you can definitely import your transactions from a CSV file. For more details and the steps to do so, please be sure to check out our Support Article here. 

    I hope this helps, but please let me know if you have any questions! :smile:

    -Coach Natalie
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