YNAB to Money Manager

Convert a YNAB transaction export into a clean file ready for Money Manager.

1

Add your YNAB transactions

Waiting for a file
What you need

Choose a transaction-level CSV or TSV from YNAB. This tool will convert the selected dates into a file you can import into Money Manager. The other two files are optional helpers.

Where to get these export files

YNAB transactions

  1. Open YNAB on a computer and select Reflect → Spending Breakdown.
  2. Choose the accounts, categories and date range, then select Export twice.
  3. Upload the downloaded file whose name ends in -transactions.csv or .tsv.

The other Spending Breakdown file contains totals and is not the transaction source.

Read YNAB’s export guide ↗

Income and Money Manager references

  • For an income check, export Reflect → Income v Expense from YNAB.
  • From Money Manager, use Export data to Excel. Choose data that includes every account and category you intend to map.
  • This Money Manager file only supplies exact names; you can also enter missing names in Settings.
Money Manager backup guide ↗

Dates to includeOnly YNAB transactions between these two dates will be added to the Money Manager import.

2

Configure mappings

What to do

For every YNAB account and category, choose its matching name in Money Manager. Open Settings only when you need to change the formats or available Money Manager names.

Accounts

Choose the exact Money Manager account and source currency.

0 mapped
Load a YNAB file to discover accounts.

Categories

Several YNAB categories may point to the same Money Manager category.

0 mapped
Load a YNAB file to discover categories.

Payee rules

Specific payees can override a broader category mapping.

No payee-specific rules.
Changes save automatically in this browser.
3

Review transactions

What to check

Only transactions marked Needs your input stop the full export. Open those rows and complete the missing account, category, transfer destination or exchange rate. Everything marked Ready can be imported.

0Ready to export
0Needs your input
0.00Source total
DateSourceAmountMoney Manager resultStatus
Load and configure a YNAB file to review transactions.
When nothing needs your input, the full import becomes available.
4

Export

No transactions ready
How to finish

Download the five-row test first and import it into Money Manager. If it looks correct, delete that test import and use the complete file.

TSV

Money Manager import

UTF-8 tab-separated file with exact mapped names and sub-currency columns.

Test import

Download up to five ready rows before importing the full range.

How to import the file into Money Manager
  1. 1
    Back up Money Manager first

    Create a current backup before importing or deleting any test rows.

  2. 2
    Prepare Money Manager

    Create the mapped accounts and categories in the app first. If the file uses sub-currencies, add them under More → Configuration → Sub Currency Setting.

  3. 3
    Connect your phone to the computer

    In Finder on a current Mac, or iTunes on Windows/older macOS, open file sharing for Money Manager and copy import.tsv into MoneyManager/import.

  4. 4
    Import on the phone

    Open Money Manager → More → Backup, select import.tsv, and confirm the import.

  5. 5
    Test before the full import

    Import the five-row test first. Check the result, delete those test rows, then import the complete file.

Backup instructions ↗Sub-currency import instructions ↗

Configuration

Settings

Your conversion settings are saved automatically in this browser.

Dates and currency

Tell the converter how to read YNAB and format the Money Manager file.

Money Manager names

These exact names appear in the mapping menus. Add one per line; account names are automatically excluded from categories.

Backup and restore

Download your configuration or restore it in another browser.

Money Manager

Add a new name

Use the exact name you want to see in the Money Manager import.

Manual classification

Review transaction

Missing from YNAB export

Add a transfer

Use this only for an internal transfer that is absent from the Spending Breakdown file.