Help center
Import YNAB to Nethaven
How to export your YNAB budget and import accounts, categories, transactions, and monthly budget history into Nethaven.
originalAmount and startDate, and the YNAB export supplies neither, so Nethaven never guesses those values.Step-by-step guide
Desktop web setup walkthrough
Follow the same setup progress from the app. Use the platform switcher in the top-right corner to change this guide once for the whole Help Center.
Where do I find the importer?
Open **Settings > Import data** from the dashboard sidebar. If a dashboard import prompt appears, it opens the same import flow.
How do I get the YNAB export file?
In YNAB, open the budget you want to move, choose Budget > Export budget, and keep the downloaded .zip unchanged. Upload the original YNAB Budget export .zip when possible, not a bank CSV, screenshot, report export, or spreadsheet-edited copy.
What should I check before confirming?
Review the counts, per-account reconstructed balances, budget reconciliation line, and warnings before committing. YNAB exports monthly budget allocation history, so Nethaven can show budget months in the review. YNAB includes account data, but you should still compare each reconstructed balance before confirming. Review transfer warnings before confirming, especially if the source file was edited.
What does Replace my starter data do?
It deletes onboarding starter data before applying the import. Leave it off if you want to keep accounts, categories, transactions, budgets, goals, or other setup items you already created manually.
What should I do if balances look wrong?
Correct the account balance after import, then inspect transfers and duplicate-looking rows. Flat CSV balances often differ because the file contains activity but no opening balance, and loan payoff details never transfer because the exports do not contain them.