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CLI tool to support data import and export from YNAB

Project description

ynabkit

PyPI Changelog Tests License

YNAB Kit is a CLI tool to support data import and export from YNAB. It provides tools to convert data from Fineco, N26, and Satispay export files to YNAB CSV format.

Installation

Install this tool using pip:

pip install ynabkit

Usage

Fineco Bank

Convert Fineco bank export files to YNAB format:

# Basic conversion
ynabkit fineco describe-transactions input.xlsx

# With payee configuration
ynabkit fineco describe-transactions input.xlsx --payees payees.yml

N26 Bank

Convert N26 bank export files to YNAB format:

# Basic conversion
ynabkit n26 describe-transactions input.csv

# With payee configuration
ynabkit n26 describe-transactions input.csv --payees payees.yml

Satispay

Convert Satispay export files to YNAB format:

# Basic conversion
ynabkit satispay describe-transactions input.csv

# Exclude specific transaction types
ynabkit satispay describe-transactions input.csv --exclude-kinds "Ricarica,Prelievo"

# With payee configuration
ynabkit satispay describe-transactions input.csv --payees payees.yml

Payee Configuration

Create a payees.yml file to map transaction descriptions to specific payees:

- name: Amazon
  patterns:
  - "AMAZON"
  - "AMAZON.*"
- name: Spotify
  patterns:
  - "SPOTIFY"
- name: Local Supermarket
  patterns:
  - ".*SUPERMARKET.*"
  - "CONAD"
  - "COOP"

For help with any command, run:

ynabkit --help

You can also use:

python -m ynabkit --help

Development

To contribute to this tool, first checkout the code. Then create a new virtual environment:

cd ynabkit
python -m venv venv
source venv/bin/activate

Now install the dependencies and test dependencies:

pip install -e '.[test]'

To run the tests:

pytest

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