this post was submitted on 27 Aug 2023
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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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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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