Configure the import

This page contains instructions on how to configure your YNAB import.

When you start an import you'll be presented with a list of options. Some may be set already because you've used a configuration file.

Accounts

Select the accounts you want to import from. For some accounts, the importer will force a mapping. Others, you can pick yourself.

Date range

Select the date range to import. Duplicate transactions (transactions that have been imported earlier) will not be imported.

Rules

Select this if you want Firefly III to apply your rules to the import. This may slow down the import.

Map data

Allows you to map data after the transactions have been downloaded.

Other options

If you want to, check the "skip form" button so you don't have to go through these options each time you start an import.