Coda for YNAB Pack

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Coda for YNAB Pack
Coda for YNAB Pack

David Weitzman

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Coda for YNAB⁠

is a pack to sync budget and transaction data from You Need A Budget (

YNAB⁠

) into Coda.

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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

journal⁠

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 Safeway 8/16/2022 -$15.00

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Record and track exactly which

reimbursable expenses⁠

are associated with which reimbursements

Annotating my

Wish List / Wish Farm⁠

entries with

richly formatted details⁠

, research, comparison shopping, etc.

Share only a

subset of transactions⁠

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.

Tracking health expenses & receipts for future reimbursement from health accounts

Tracking the warranties for purchases and looking up when the warranties expire

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:

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In Coda:

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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:

https://community.coda.io/t/new-pack-coda-for-ynab/30453⁠

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Credits

Pack gallery icon created by

Uniconlabs - Flaticon⁠

⁠

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