Import PostFinance into YNAB
Turn your PostFinance export into a file YNAB imports without a fuss. It takes a minute, and your file never leaves your device.
Download your PostFinance export
- Log in to e-finance on the web.
- Open Transactions (Bewegungen, Mouvements, Movimenti) of your CHF account, not of a credit card.
- Pick the period and scroll to the end so every transaction is loaded.
- Click Export › 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.
PostFinance to YNAB: questions
Can YNAB connect to PostFinance directly?
No. YNAB’s Direct Import currently doesn’t connect to banks or card issuers in Switzerland, so PostFinance 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 PostFinance 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 PostFinance file isn't recognised. What now?
Check that you downloaded the export described above, not a PDF or Excel file. Then pick PostFinance 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 PostFinance 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.