github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-07-15 22:54:03 -05:00
Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[PR #8155] [MERGED] [AI] docs(migration): expand nYNAB export with tabbed alternatives #122372

New Issue
Closed
opened 2026-06-11 21:12:52 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-06-11 21:12:52 -05:00
Owner
Copy Link

📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/8155
Author: @StephenBrown2
Created: 6/8/2026
Status: ✅ Merged
Merged: 6/9/2026
Merged by: @youngcw

Base: master ← Head: docs/nynab-export-alternatives

📝 Commits (1)

  • d5857e2 [AI] docs(migration): expand nYNAB export with tabbed alternatives

📊 Changes

9 files changed (+251 additions, -120 deletions)

View changed files

📝 .github/actions/docs-spelling/expect.txt (+1 -0)
➖ packages/docs/docs/migration/nynab.md (+0 -120)
➕ packages/docs/docs/migration/nynab.mdx (+250 -0)
➕ packages/docs/static/img/migrating/nynab-api-ui-all-plans.webp (+0 -0)
➕ packages/docs/static/img/migrating/nynab-api-ui-bearer-token.webp (+0 -0)
➕ packages/docs/static/img/migrating/nynab-api-ui-download.webp (+0 -0)
➕ packages/docs/static/img/migrating/nynab-api-ui-get-plan.webp (+0 -0)
➕ packages/docs/static/img/migrating/nynab-api-ui-json-edit.png (+0 -0)
➕ packages/docs/static/img/migrating/nynab-api-ui-pat-token.png (+0 -0)

📄 Description

Description

The third-party nYNAB export tool (json-exporter-for-ynab.netlify.app) has been observed to stop working periodically when YNAB blocks it. This PR adds three alternative export methods so users aren't stuck when that tool is unavailable.

Changes:

  • Converts packages/docs/docs/migration/nynab.md to MDX to support Docusaurus <Tabs>
  • Extracts the "Get Your YNAB API Token" steps into a shared section (with screenshot) used by all API-based options
  • Adds three tabbed alternatives under a new "Alternative Export Methods" section:
    • API Documentation UI: uses YNAB's official API docs browser interface, based on a Reddit post.
    • CLI Tool (ynab-export): cross-platform terminal app, download-and-run, no installation.
    • cURL: preserves the existing command-line method.
  • Adds 6 screenshots to static/img/migrating/ for the API Documentation UI method

The existing Third-party web tool and all Cleanup content are unchanged.

Beginning text remains the same, with a new helpful picture for what getting the PAT looks like:

image

Options render in tabs:

image

I used Claude Code (Sonnet 4.6) to extract the text from the Reddit guide after saving it as markdown, and add instructions for the other tool based on it's README.

Related issue(s)

Testing

Checklist

  • [-] Release notes added
  • No obvious regressions in affected areas
  • Self-review has been performed

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/8155 **Author:** [@StephenBrown2](https://github.com/StephenBrown2) **Created:** 6/8/2026 **Status:** ✅ Merged **Merged:** 6/9/2026 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `docs/nynab-export-alternatives` --- ### 📝 Commits (1) - [`d5857e2`](https://github.com/actualbudget/actual/commit/d5857e24e9c69a74e3a97b0a5c0500443896785e) [AI] docs(migration): expand nYNAB export with tabbed alternatives ### 📊 Changes **9 files changed** (+251 additions, -120 deletions) <details> <summary>View changed files</summary> 📝 `.github/actions/docs-spelling/expect.txt` (+1 -0) ➖ `packages/docs/docs/migration/nynab.md` (+0 -120) ➕ `packages/docs/docs/migration/nynab.mdx` (+250 -0) ➕ `packages/docs/static/img/migrating/nynab-api-ui-all-plans.webp` (+0 -0) ➕ `packages/docs/static/img/migrating/nynab-api-ui-bearer-token.webp` (+0 -0) ➕ `packages/docs/static/img/migrating/nynab-api-ui-download.webp` (+0 -0) ➕ `packages/docs/static/img/migrating/nynab-api-ui-get-plan.webp` (+0 -0) ➕ `packages/docs/static/img/migrating/nynab-api-ui-json-edit.png` (+0 -0) ➕ `packages/docs/static/img/migrating/nynab-api-ui-pat-token.png` (+0 -0) </details> ### 📄 Description ## Description The third-party nYNAB export tool (`json-exporter-for-ynab.netlify.app`) has been observed to stop working periodically when YNAB blocks it. This PR adds three alternative export methods so users aren't stuck when that tool is unavailable. Changes: - Converts `packages/docs/docs/migration/nynab.md` to MDX to support Docusaurus `<Tabs>` - Extracts the "Get Your YNAB API Token" steps into a shared section (with screenshot) used by all API-based options - Adds three tabbed alternatives under a new "Alternative Export Methods" section: - **API Documentation UI**: uses YNAB's official API docs browser interface, based on a [Reddit post][Reddit guide]. - **CLI Tool** (`ynab-export`): cross-platform terminal app, download-and-run, no installation. - **cURL**: preserves the existing command-line method. - Adds 6 screenshots to `static/img/migrating/` for the API Documentation UI method The existing Third-party web tool and all Cleanup content are unchanged. Beginning text remains the same, with a new helpful picture for what getting the PAT looks like: <img width="752" height="1115" alt="image" src="https://github.com/user-attachments/assets/df869a90-8134-49a4-8eae-d16553561ca5" /> Options render in tabs: <img width="715" height="197" alt="image" src="https://github.com/user-attachments/assets/cdac6e02-4eac-40c8-8c88-8866afc351dd" /> I used Claude Code (Sonnet 4.6) to extract the text from the [Reddit guide] after saving it as markdown, and add instructions for the other tool based on it's README. ## Related issue(s) <!-- e.g. Fixes #123, Relates to #456 --> ## Testing <!-- What did you test? How can we reproduce the issue you are fixing or how can we test the feature you built? --> ## Checklist - [-] Release notes added - [x] No obvious regressions in affected areas - [x] Self-review has been performed [Reddit guide]: https://www.reddit.com/r/actualbudgeting/comments/1rna5zk/guide_how_to_migrate_from_ynab_to_actual_budget/ --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-06-11 21:12:52 -05:00
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
tech-support
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label pull-request
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#122372
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?