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Coda for YNAB Pack

is a pack to sync budget and transaction data from You Need A Budget (
) into Coda.
Copy this doc
to sync in your own YNAB transactions
This pack is in beta and may still change and evolve in response to feedback
Coda + YNAB = 🔥
I originally built this pack for my own use, but I’m publishing it because I think others will find it useful as well.
A few ways I use my YNAB data in Coda:
I keep a of restaurants I’ve eaten at, and syncing my “Dining Out” transactions from YNAB makes it really simple
I have a personal hub doc that can show how much “fun money” budget I have remaining for the month. As an example, the test YNAB account linked to this document has exactly
$200.00
left in its
@Reimbursable
category.
My “Groceries” transactions are imported into my meal planning doc. Here are all the grocery transactions and their amounts from this document’s test data:
@Safeway 5/2/2022
-$20.00
Record and track exactly which are associated with which reimbursements
Annotating my entries with , research, comparison shopping, etc.
Share only a related to a person, event, or trip in a doc. Could be utility bills with a roommate, travel costs with a group of friends, shared spending with a partner, etc.

Other ideas for how you could use your YNAB data in Coda:
You could sync your net worth and calculate your savings vs spending multiple for retirement planning
Screenshots
Below you can see how a different types YNAB transactions would be imported into Coda with examples of initial account balances, transfers, and split transactions:
In YNAB:
image.png
In Coda:
image.png
Things to note
Split transactions are imported by the Transaction sync table as if they were multiple different transactions, but they share the same Parent Transaction Id if you prefer to group them
Creating and updating transactions is not currently supported
Importing scheduled transactions is not currently supported
If you use emojis in your YNAB category names and wanted to make a formula column that can display only the emojis without the text, you could try a formula like this: IfBlank(RegexReplace(thisRow.[Group Name], "[\x00-\xFF]+", ""), thisRow.[Group Name])
Questions and feedback
Feel free to get in touch here:
Credits
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