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[Feature] Import YNAB4 Category notes into Actual #551

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opened 2026-02-28 19:08:46 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:08:46 -06:00
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Originally created by @paul-ooi on GitHub (Aug 8, 2023).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

While importing my zipped YNAB4 file, I noticed my category notes were not imported. I've attached the screenshots comparing the notes from a test budget in YNAB4 and after importing the budget to Actual (with a missing note, from both main category and sub-category).

ynab4 notes
ynab4 notes not imported

Test Budget~952CCEC8.ynab4.zip

Additional Related Note: This may also affect Budget notes (although the attached test budget from YNAB4 only includes a note on the Category and Sub-Category.

Describe your ideal solution to this problem

Upon reviewing the importer code https://github.com/actualbudget/import-ynab4/blob/master/importer.js#L96 the importer for the category doesn't include a property to transfer the note. I'm not familiar with all the other importers, but there may possibly be a need to update the others.

Teaching and learning

Currently the Import statement when using the import option for YNAB4 indicates it imports the data (assuming all).

To import data from YNAB4, locate where your YNAB4 data is stored. It is usually in your Documents folder under YNAB. Your data is a directory inside that with the .ynab4 suffix.

It may be too verbose to list data properties accounted for the import, but perhaps hint at or notify prospective users that there are some bits of data that have not been accounted for yet and should be migrated manually or a new issue created for this. Maybe a note can be made on this page: https://actualbudget.org/docs/migration/ynab4

Originally created by @paul-ooi on GitHub (Aug 8, 2023). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? While importing my zipped YNAB4 file, I noticed my category notes were not imported. I've attached the screenshots comparing the notes from a test budget in YNAB4 and after importing the budget to Actual (with a missing note, from both main category and sub-category). ![ynab4 notes](https://github.com/actualbudget/actual/assets/27851387/93d61d9d-c549-4521-bf64-9818ff12d4bb) ![ynab4 notes not imported](https://github.com/actualbudget/actual/assets/27851387/ce46aafa-daec-4d40-86e6-0e6cb7e07c5e) [Test Budget~952CCEC8.ynab4.zip](https://github.com/actualbudget/actual/files/12287363/Test.Budget.952CCEC8.ynab4.zip) **Additional Related Note:** This may also affect Budget notes (although the attached test budget from YNAB4 only includes a note on the Category and Sub-Category. ### Describe your ideal solution to this problem Upon reviewing the importer code https://github.com/actualbudget/import-ynab4/blob/master/importer.js#L96 the importer for the category doesn't include a property to transfer the note. I'm not familiar with all the other importers, but there may possibly be a need to update the others. ### Teaching and learning Currently the Import statement when using the import option for YNAB4 indicates it imports the data (assuming all). > To import data from YNAB4, locate where your YNAB4 data is stored. It is usually in your Documents folder under YNAB. Your data is a directory inside that with the .ynab4 suffix. It may be too verbose to list data properties accounted for the import, but perhaps hint at or notify prospective users that there are some bits of data that have not been accounted for yet and should be migrated manually or a new issue created for this. Maybe a note can be made on this page: https://actualbudget.org/docs/migration/ynab4
GiteaMirror added the feature label 2026-02-28 19:08:46 -06:00
GiteaMirror commented 2026-02-28 19:08:47 -06:00
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@github-actions[bot] commented on GitHub (Aug 8, 2023):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (Aug 8, 2023): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
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