Aggregate Finance

Switching from YNAB

Export from YNAB

  1. Open YNAB in your browser. The apps can’t export.
  2. Click your plan’s name at the top left, then choose Export Plan.
  3. Your export has two files. Upload the one with Register in its name; if it downloads as a zip, open the zip first.

What Aggregate Finance imports

The columns Aggregate Finance reads from your YNAB file, and the column on your spreadsheet’s Transactions tab that each YNAB column fills. Imported rows say Imported in the Source column.

Dategoes toDate
Payeegoes toMerchant
Transfers between your accounts and starting balances aren’t counted as spending
Outflow and Inflowgoes toAmount
Combined into one amount, money out as positive
Categorygoes toCategory
Matched to your categories. You choose any we can’t match
Memogoes toNotes
Accountgoes toAccount
You choose which of your accounts each one is
My Plan - Register.csvYour file
"Account","Flag","Date","Payee","Category Group/Category","Category Group","Category","Memo","Outflow","Inflow","Cleared"
"Everyday Checking","","03/02/2026","Corner Market","Everyday Expenses: Groceries","Everyday Expenses","Groceries","",$62.10,$0.00,"Cleared"
"Everyday Checking","","03/13/2026","Example Employer","Inflow: Ready to Assign","Inflow","Ready to Assign","March pay",$0.00,$2850.00,"Cleared"
Transactions tabAfter import
DateMerchantCategoryAccountAmountSource
Mar 2, 2026Corner MarketFood & drinkEveryday Checking$62.10Imported
Mar 13, 2026Example EmployerIncomeEveryday Checking-$2,850.00Imported

Then import it into Aggregate Finance

  1. Connect your banks

    Sign up and connect your banks through Plaid. We get the last 12 months of transactions from each one, and your YNAB export covers the years before that.

  2. Upload your YNAB file

    Choose Start an import on your dashboard, pick YNAB, and upload the file. We recognize YNAB’s columns, so there’s nothing to set up.

  3. Check what’s new

    Transactions your banks already sent are matched, so each one shows up once. If we’re not sure, you decide. You can remove an import later.

Get started

YNAB is a trademark of its owner. Aggregate Finance isn’t affiliated with, endorsed by or sponsored by YNAB.