Nicole Schwartz CircuitSwanMar 4

Trying to leave YNAB but need help

Has anyone found a agent skill or tool to take an export from YNAB and put it into google spreadsheets?

I am done with YNAB, a spreadsheet with pivots and maybe some data visualization in a jupyter notebook will do me fine (i don't want the overhead of self hosting a server) has anyone had success getting a backup out of ynab and into google sheets? I only have a small amount of days left on my subscription.

Also anyone have any tools or agent skills to bring in transactions from bank website and/or statement pdfs so i can keep up going forward?

Show threadMatt Griffin 
@circuitswan what’s your issue with them? There’s very little chance your agent is going to do a better job.
Mar 4 at 8:08pmWeb
Show threadNicole Schwartz CircuitSwanMar 5

@betamatt it always doubles and triples my transactions

what i really want is not zero based budgeting but all my spend, in a spreadsheet, so i can tell what i spent last year (i.e. for taxes i look up, what income i had and see if i got any income other than T4/W2, i look up medical spend, etc and send to my accountant) thats really it, so what i really need/want is just, pdf or QBO -> google sheet with some basic if X categorize as Y (but I can also do it manually from a drop down like i used to), sometimes i also look up odd ball stuff, like did we get a bill every month from X, if not our credit card might be frozen again, but everything i need a pivot chart can do

Show threadNicole Schwartz CircuitSwanMar 5
@betamatt my main problem, hence the agent, is needing to organize my past few years of history OUT of ynab since their exports are messy
Show threadNicole Schwartz CircuitSwanMar 5
@betamatt boom, their exports are better now in 2026 than they were in 2023, so i have a start, now just need to regularly pull records from PDF for the accounts that don't do reports in csv or qbo