This is what you need to get it working:
- Pythonista 3 (sadly not cheap, but totally worth in imo)
- YNAB File Import Shortcut
- A personal access token for your YNAB account: help page
Apologies for posting about file based import again, but after recently discovering how useful it actually is, I was greatly dissatisfied with the status quo. So I added file based import to my existing Shortcut, which also still lets you add transactions via Siri, Widgets (or any other way you can trigger Shortcuts).
There’s a few variations of the Shortcut:
- The previous version that doesn’t require you to buy Pyhtonista, but it had some issues for me, especially when using with Siri.
- A version that let’s you add transactions to YNAB and Splitwise at the same time. Here’s how that looks like: video
- A more modular version which requires you to have two shortcuts, but also let’s you add transactions YNAB File import/Add Transactions (V2)
I edited the post and added a shortcut that only does the file import, so you don’t need a second shortcut anymore. Getting the access token is annoying enough, so it’s a bit easier that way.