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postfinance2ynab

Simple formatter to transform PostFinance account statement CSV format to a format usable for import in YNAB

Installation

Requires Python 3 and Pandas (pip3 install pandas).

Usage

  1. Download transactions from PostFinance using the 'Export' Feature
  2. Use the script from command line to transform the downloaded CSV into YNAB-compatible CSV:
# For normal account transactions
python3 pf2ynab.py <path-to-csv>

# For credit card transactions
python3 pfcc2ynab.py <path-to-scv>
  1. The files will be saved in the original directory as FileName_YNAB.csv
  2. Drag-and-drop to YNAB to import the transactions

Contributing

This is provided as-is. Feel free to submit PRs or issues, but don't expect any regular maintenance.

Credits

Credits go to ChatGPT.