Import financial data from YNAB

Overview

Thrive in Life Kit provides the functionality to import your financial data via a CSV file that has been exported from YNAB. It is quick and easy.

Export a CSV file from YNAB

Sign in to ynab.com and select ‘All Accounts’ in the left panel.
Select the transactions to export from the account register. To select all transactions, click the checkbox on the Table Header.
Click ‘More’ in the Action Bar, then click ‘Export nnnn Transactions’ where nnnn is the number of transactions for export.
Your transactions will be converted into a CSV file by YNAB and downloaded to a folder on your computer or device.

Import the CSV file into Thrive in Life Kit

Go to Thrive in Life Kit Settings (iOS) or File on main menu (Mac), select Import, select YNAB.
Locate and select the CSV file for importing.
Fill in the current balances for each imported account. Then, click ‘Save’ to complete the import.

Post import clean-up

The name of the financial institution associated with the account name is not part of the CSV file and will be initially set to “Import YNAB”. Use Manage Institutions to create or rename institutions. Use Manage Accounts to rename or move accounts to a new institution.

CSV file format details

The column headers in YNAB’s CSV file are mapped to account and transaction fields in Thrive in Life Kit as follows:

YNAB Field -> Thrive Field

Account -> Account Name
Check Number -> Check #
Date -> Date
Payee -> Payee/Payer
Category -> not used
Master Category -> Category
Sub Category -> Sub Category
Memo -> Memo
Outflow -> Amount
Inflow -> Amount
Cleared -> not used
Running Balance -> not used