YNAB

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Welcome to YNAB! This community is dedicated to the discussion on the popular budget software You Need A Budget. We welcome any posts here regarding YNAB. Feel free to post your questions, budget strategies & advice.

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iamlyth@lemmy.world

YNAB iOS Shortcut: add transactions, file import, transaction automation & Splitwise integration (routinehub.co)

submitted 1 year ago* (last edited 1 year ago) by fer0n@lemm.ee to c/ynab@lemmy.world

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This shortcut lets you:

Add transactions (works with Siri)
Import bank files (csv/qif)
Automatically create a transaction if you pay with your phone on iOS 17‘s (transaction automation)
Add transactions automatically to Splitwise

Download Shortcut

Each of these is optional ofc.

Setup

Download Pythonista and open it once (sadly not free)
Generate an access token for your account here: YNAB dev settings, copy it and paste it during the setup
Run the shortcut and follow the instructions

I’m happy to help if you run into any issues :)

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