Import Bank Cler into YNAB
Turn your Bank Cler export into a file YNAB imports without a fuss. It takes a minute, and your file never leaves your device.
Download your Bank Cler export
- Log in to Bank Cler e-banking on the web (the Zak app has no export).
- Open Accounts, pick the account and the period.
- Export the transactions as CSV.
Drop it here and hit YNAB it!
You can add several files at once, also from other banks. Each one becomes its own
…_ynab.csv.Import it into YNAB
In YNAB on the web, open the matching account, click Import and drop the file in. The columns match by themselves.
Bank Cler to YNAB: questions
Can YNAB connect to Bank Cler directly?
No. YNAB’s Direct Import currently doesn’t connect to banks or card issuers in Switzerland, so Bank Cler transactions come in through File-Based Import: download the export described above, convert it here and drop it into YNAB on the web.
Is my Bank Cler file uploaded anywhere?
No. ynabit converts it with JavaScript in your browser. There is no server that could receive it, and nothing is kept once you close the page.
What does the converted file look like?
A CSV with one row per transaction and the columns Date, Payee, Memo, Outflow and Inflow: dates as YYYY-MM-DD, a dot for decimals, and each amount in Outflow or Inflow, so YNAB maps the columns by itself.
My Bank Cler file isn't recognised. What now?
Check that you downloaded the export described above, not a PDF or Excel file. Then pick Bank Cler in the list next to the file: the error tells you what the converter expected. If it still fails, report it on GitHub with a few anonymised lines.
Can I convert several Bank Cler files at once?
Yes. Drop several months, or files from other banks and cards, together. Each one becomes its own …_ynab.csv to import into the matching YNAB account.