[PR #6844] Include scheduled transactions in nYNAB imports #6770

New Issue

GiteaMirror · 2026-02-28T21:32:28-06:00

GiteaMirror commented

2026-02-28 21:32:28 -06:00

Original Pull Request: https://github.com/actualbudget/actual/pull/6844

State: closed
Merged: Yes

This adds full nYNAB scheduled transaction support during import so recurring and future items appear in Actual right away. It also ensures transfer schedules map cleanly to Actual payees.

Details:

Expand YNAB5 schema types to match the public API (accounts, categories, months, transactions, and scheduled transactions), including flags and goal metadata.
Import scheduled transactions into Actual schedules, mapping recurring frequencies (monthly edge cases, twice-monthly) and one-off dates.
Normalize transaction notes to include memo + flag (as a #tag), and let subtransactions inherit the parent payee when they lack one.
Build scheduled transaction notes from memo + flag and push them into schedule rules when present.
For schedules without splits, update the rule category; for split schedules, add per-split actions for amounts, notes, payees (transfer/payee/fallback), and categories.

Translating goals to #template syntax left as a to-do.

Fixes #6832
Fixes #5455

After importing the demo budget export attached here:

Please test with some real scheduled transactions and make sure the dates are all correct.

Bundle Stats

Bundle	Files count	Total bundle size	% Changed
desktop-client	28	14.47 MB	0%
loot-core	1	5.84 MB → 5.85 MB (+10.94 kB)	+0.18%
api	1	4.38 MB → 4.39 MB (+9.74 kB)	+0.22%

View detailed bundle stats

desktop-client

Total

Files count	Total bundle size	% Changed
28	14.47 MB	0%

View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset	File Size	% Changed
static/js/index.js	9.22 MB	0%
static/js/indexeddb-main-thread-worker-e59fee74.js	12.94 kB	0%
static/js/workbox-window.prod.es5.js	5.64 kB	0%
static/js/da.js	106.62 kB	0%
static/js/de.js	178.5 kB	0%
static/js/en-GB.js	7.18 kB	0%
static/js/en.js	162.91 kB	0%
static/js/es.js	173.92 kB	0%
static/js/fr.js	179.72 kB	0%
static/js/it.js	171.54 kB	0%
static/js/nb-NO.js	157.23 kB	0%
static/js/nl.js	106.65 kB	0%
static/js/pl.js	88.64 kB	0%
static/js/pt-BR.js	146.62 kB	0%
static/js/ru.js	106.97 kB	0%
static/js/sv.js	78.2 kB	0%
static/js/th.js	182.35 kB	0%
static/js/uk.js	215.11 kB	0%
static/js/resize-observer.js	18.37 kB	0%
static/js/BackgroundImage.js	120.54 kB	0%
static/js/ReportRouter.js	1.11 MB	0%
static/js/narrow.js	641.19 kB	0%
static/js/TransactionList.js	105.97 kB	0%
static/js/wide.js	160.07 kB	0%
static/js/AppliedFilters.js	9.71 kB	0%
static/js/usePayeeRuleCounts.js	11.79 kB	0%
static/js/useTransactionBatchActions.js	13.23 kB	0%
static/js/FormulaEditor.js	1.04 MB	0%

loot-core

Total

Files count	Total bundle size	% Changed
1	5.84 MB → 5.85 MB (+10.94 kB)	+0.18%

Changeset

File	Δ	Size
`home/runner/work/actual/actual/packages/loot-core/src/server/importers/ynab5.ts`	📈 +10.56 kB (+72.70%)	14.53 kB → 25.09 kB
`home/runner/work/actual/actual/packages/api/methods.ts`	📈 +285 B (+18.92%)	1.47 kB → 1.75 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/aql/index.ts`	📈 +2 B (+0.43%)	468 B → 470 B
`home/runner/work/actual/actual/packages/loot-core/src/server/transactions/app.ts`	📈 +4 B (+0.16%)	2.4 kB → 2.41 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/schedules/app.ts`	📈 +20 B (+0.15%)	12.68 kB → 12.7 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/budget/goal-template.ts`	📈 +8 B (+0.11%)	7 kB → 7 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/api.ts`	📈 +18 B (+0.07%)	25.15 kB → 25.17 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/main.ts`	📈 +4 B (+0.07%)	5.96 kB → 5.96 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/transactions/export/export-to-csv.ts`	📈 +2 B (+0.06%)	3.11 kB → 3.11 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/schedules/find-schedules.ts`	📈 +6 B (+0.06%)	9.46 kB → 9.47 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/tools/app.ts`	📈 +2 B (+0.06%)	3.36 kB → 3.36 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/transactions/merge.ts`	📈 +2 B (+0.06%)	3.44 kB → 3.44 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/accounts/sync.ts`	📈 +12 B (+0.05%)	24.57 kB → 24.58 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/aql/schema/executors.ts`	📈 +2 B (+0.03%)	7.35 kB → 7.36 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/budget/base.ts`	📈 +2 B (+0.02%)	8.79 kB → 8.79 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/dashboard/app.ts`	📈 +2 B (+0.02%)	9.6 kB → 9.6 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/budget/app.ts`	📈 +2 B (+0.02%)	10.12 kB → 10.12 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/budget/category-template-context.ts`	📈 +4 B (+0.02%)	22.91 kB → 22.91 kB
`home/runner/work/actual/actual/packages/loot-core/src/mocks/budget.ts`	📈 +4 B (+0.02%)	25.02 kB → 25.02 kB
`home/runner/work/actual/actual/packages/loot-core/src/server/transactions/transaction-rules.ts`	📈 +2 B (+0.01%)	25.17 kB → 25.17 kB

View detailed bundle breakdown

Added

Asset	File Size	% Changed
kcab.worker.C30497Fh.js	0 B → 5.85 MB (+5.85 MB)	-

Removed

Asset	File Size	% Changed
kcab.worker.DE5uAdQe.js	5.84 MB → 0 B (-5.84 MB)	-100%

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged
No assets were unchanged

api

Total

Files count	Total bundle size	% Changed
1	4.38 MB → 4.39 MB (+9.74 kB)	+0.22%

Changeset

File	Δ	Size
`src/server/importers/ynab5.ts`	📈 +9.4 kB (+71.88%)	13.07 kB → 22.47 kB
`home/runner/work/actual/actual/packages/api/methods.ts`	📈 +249 B (+19.01%)	1.28 kB → 1.52 kB
`src/server/aql/index.ts`	📈 +2 B (+0.49%)	408 B → 410 B
`src/server/transactions/app.ts`	📈 +4 B (+0.18%)	2.12 kB → 2.12 kB
`src/server/schedules/app.ts`	📈 +20 B (+0.18%)	10.97 kB → 10.99 kB
`src/server/budget/goal-template.ts`	📈 +8 B (+0.13%)	6.16 kB → 6.17 kB
`src/server/api.ts`	📈 +18 B (+0.08%)	22 kB → 22.02 kB
`src/server/main.ts`	📈 +4 B (+0.08%)	5.16 kB → 5.16 kB
`src/server/schedules/find-schedules.ts`	📈 +6 B (+0.07%)	8.3 kB → 8.31 kB
`src/server/transactions/export/export-to-csv.ts`	📈 +2 B (+0.07%)	2.78 kB → 2.78 kB
`src/server/transactions/merge.ts`	📈 +2 B (+0.06%)	3.07 kB → 3.07 kB
`src/server/tools/app.ts`	📈 +2 B (+0.06%)	3.11 kB → 3.11 kB
`src/server/accounts/sync.ts`	📈 +12 B (+0.05%)	21.93 kB → 21.94 kB
`src/server/aql/schema/executors.ts`	📈 +2 B (+0.03%)	6.64 kB → 6.64 kB
`src/server/budget/base.ts`	📈 +2 B (+0.02%)	7.88 kB → 7.88 kB
`src/server/dashboard/app.ts`	📈 +2 B (+0.02%)	8.59 kB → 8.6 kB
`src/server/budget/app.ts`	📈 +2 B (+0.02%)	8.86 kB → 8.86 kB
`src/server/budget/category-template-context.ts`	📈 +4 B (+0.02%)	20.45 kB → 20.45 kB
`src/mocks/budget.ts`	📈 +4 B (+0.02%)	22.21 kB → 22.22 kB
`src/server/transactions/transaction-rules.ts`	📈 +2 B (+0.01%)	22.35 kB → 22.35 kB

View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset	File Size	% Changed
bundle.api.js	4.38 MB → 4.39 MB (+9.74 kB)	+0.22%

Smaller
No assets were smaller

Unchanged
No assets were unchanged

**Original Pull Request:** https://github.com/actualbudget/actual/pull/6844 **State:** closed **Merged:** Yes --- This adds full nYNAB scheduled transaction support during import so recurring and future items appear in Actual right away. It also ensures transfer schedules map cleanly to Actual payees. Details: - Expand YNAB5 schema types to match the public API (accounts, categories, months, transactions, and scheduled transactions), including flags and goal metadata. - Import scheduled transactions into Actual schedules, mapping recurring frequencies (monthly edge cases, twice-monthly) and one-off dates. - Normalize transaction notes to include memo + flag (as a #tag), and let subtransactions inherit the parent payee when they lack one. - Build scheduled transaction notes from memo + flag and push them into schedule rules when present. - For schedules without splits, update the rule category; for split schedules, add per-split actions for amounts, notes, payees (transfer/payee/fallback), and categories. Translating goals to #template syntax left as a to-do. - Fixes [#6832](https://github.com/actualbudget/actual/issues/6832) - Fixes [#5455](https://github.com/actualbudget/actual/issues/5455) After importing the demo budget export attached [here](https://github.com/actualbudget/actual/issues/5455#issuecomment-3146792405): <img width="1456" height="672" alt="Screenshot_2026-02-02_15-22-29" src="https://github.com/user-attachments/assets/b7166e97-8c95-4673-9c3c-84647a9cb7b8" /> <img width="730" height="579" alt="Screenshot_2026-02-02_15-32-02" src="https://github.com/user-attachments/assets/103416b5-37eb-42b8-a54d-9a15f30728a2" /> <img width="730" height="676" alt="Screenshot_2026-02-02_15-32-21" src="https://github.com/user-attachments/assets/03613f32-aeff-4151-a146-e208cfdb8b00" /> <img width="730" height="565" alt="Screenshot_2026-02-02_15-32-37" src="https://github.com/user-attachments/assets/ad166bd1-302e-4fb9-bb67-57e127de7662" /> Please test with some real scheduled transactions and make sure the dates are all correct.  <hr />  ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 28 | 14.47 MB | 0% loot-core | 1 | 5.84 MB → 5.85 MB (+10.94 kB) | +0.18% api | 1 | 4.38 MB → 4.39 MB (+9.74 kB) | +0.22% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 28 | 14.47 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 9.22 MB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 12.94 kB | 0% static/js/workbox-window.prod.es5.js | 5.64 kB | 0% static/js/da.js | 106.62 kB | 0% static/js/de.js | 178.5 kB | 0% static/js/en-GB.js | 7.18 kB | 0% static/js/en.js | 162.91 kB | 0% static/js/es.js | 173.92 kB | 0% static/js/fr.js | 179.72 kB | 0% static/js/it.js | 171.54 kB | 0% static/js/nb-NO.js | 157.23 kB | 0% static/js/nl.js | 106.65 kB | 0% static/js/pl.js | 88.64 kB | 0% static/js/pt-BR.js | 146.62 kB | 0% static/js/ru.js | 106.97 kB | 0% static/js/sv.js | 78.2 kB | 0% static/js/th.js | 182.35 kB | 0% static/js/uk.js | 215.11 kB | 0% static/js/resize-observer.js | 18.37 kB | 0% static/js/BackgroundImage.js | 120.54 kB | 0% static/js/ReportRouter.js | 1.11 MB | 0% static/js/narrow.js | 641.19 kB | 0% static/js/TransactionList.js | 105.97 kB | 0% static/js/wide.js | 160.07 kB | 0% static/js/AppliedFilters.js | 9.71 kB | 0% static/js/usePayeeRuleCounts.js | 11.79 kB | 0% static/js/useTransactionBatchActions.js | 13.23 kB | 0% static/js/FormulaEditor.js | 1.04 MB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.84 MB → 5.85 MB (+10.94 kB) | +0.18% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/importers/ynab5.ts` | 📈 +10.56 kB (+72.70%) | 14.53 kB → 25.09 kB `home/runner/work/actual/actual/packages/api/methods.ts` | 📈 +285 B (+18.92%) | 1.47 kB → 1.75 kB `home/runner/work/actual/actual/packages/loot-core/src/server/aql/index.ts` | 📈 +2 B (+0.43%) | 468 B → 470 B `home/runner/work/actual/actual/packages/loot-core/src/server/transactions/app.ts` | 📈 +4 B (+0.16%) | 2.4 kB → 2.41 kB `home/runner/work/actual/actual/packages/loot-core/src/server/schedules/app.ts` | 📈 +20 B (+0.15%) | 12.68 kB → 12.7 kB `home/runner/work/actual/actual/packages/loot-core/src/server/budget/goal-template.ts` | 📈 +8 B (+0.11%) | 7 kB → 7 kB `home/runner/work/actual/actual/packages/loot-core/src/server/api.ts` | 📈 +18 B (+0.07%) | 25.15 kB → 25.17 kB `home/runner/work/actual/actual/packages/loot-core/src/server/main.ts` | 📈 +4 B (+0.07%) | 5.96 kB → 5.96 kB `home/runner/work/actual/actual/packages/loot-core/src/server/transactions/export/export-to-csv.ts` | 📈 +2 B (+0.06%) | 3.11 kB → 3.11 kB `home/runner/work/actual/actual/packages/loot-core/src/server/schedules/find-schedules.ts` | 📈 +6 B (+0.06%) | 9.46 kB → 9.47 kB `home/runner/work/actual/actual/packages/loot-core/src/server/tools/app.ts` | 📈 +2 B (+0.06%) | 3.36 kB → 3.36 kB `home/runner/work/actual/actual/packages/loot-core/src/server/transactions/merge.ts` | 📈 +2 B (+0.06%) | 3.44 kB → 3.44 kB `home/runner/work/actual/actual/packages/loot-core/src/server/accounts/sync.ts` | 📈 +12 B (+0.05%) | 24.57 kB → 24.58 kB `home/runner/work/actual/actual/packages/loot-core/src/server/aql/schema/executors.ts` | 📈 +2 B (+0.03%) | 7.35 kB → 7.36 kB `home/runner/work/actual/actual/packages/loot-core/src/server/budget/base.ts` | 📈 +2 B (+0.02%) | 8.79 kB → 8.79 kB `home/runner/work/actual/actual/packages/loot-core/src/server/dashboard/app.ts` | 📈 +2 B (+0.02%) | 9.6 kB → 9.6 kB `home/runner/work/actual/actual/packages/loot-core/src/server/budget/app.ts` | 📈 +2 B (+0.02%) | 10.12 kB → 10.12 kB `home/runner/work/actual/actual/packages/loot-core/src/server/budget/category-template-context.ts` | 📈 +4 B (+0.02%) | 22.91 kB → 22.91 kB `home/runner/work/actual/actual/packages/loot-core/src/mocks/budget.ts` | 📈 +4 B (+0.02%) | 25.02 kB → 25.02 kB `home/runner/work/actual/actual/packages/loot-core/src/server/transactions/transaction-rules.ts` | 📈 +2 B (+0.01%) | 25.17 kB → 25.17 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.C30497Fh.js | 0 B → 5.85 MB (+5.85 MB) | - **Removed** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.DE5uAdQe.js | 5.84 MB → 0 B (-5.84 MB) | -100% **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** No assets were unchanged </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.38 MB → 4.39 MB (+9.74 kB) | +0.22% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/server/importers/ynab5.ts` | 📈 +9.4 kB (+71.88%) | 13.07 kB → 22.47 kB `home/runner/work/actual/actual/packages/api/methods.ts` | 📈 +249 B (+19.01%) | 1.28 kB → 1.52 kB `src/server/aql/index.ts` | 📈 +2 B (+0.49%) | 408 B → 410 B `src/server/transactions/app.ts` | 📈 +4 B (+0.18%) | 2.12 kB → 2.12 kB `src/server/schedules/app.ts` | 📈 +20 B (+0.18%) | 10.97 kB → 10.99 kB `src/server/budget/goal-template.ts` | 📈 +8 B (+0.13%) | 6.16 kB → 6.17 kB `src/server/api.ts` | 📈 +18 B (+0.08%) | 22 kB → 22.02 kB `src/server/main.ts` | 📈 +4 B (+0.08%) | 5.16 kB → 5.16 kB `src/server/schedules/find-schedules.ts` | 📈 +6 B (+0.07%) | 8.3 kB → 8.31 kB `src/server/transactions/export/export-to-csv.ts` | 📈 +2 B (+0.07%) | 2.78 kB → 2.78 kB `src/server/transactions/merge.ts` | 📈 +2 B (+0.06%) | 3.07 kB → 3.07 kB `src/server/tools/app.ts` | 📈 +2 B (+0.06%) | 3.11 kB → 3.11 kB `src/server/accounts/sync.ts` | 📈 +12 B (+0.05%) | 21.93 kB → 21.94 kB `src/server/aql/schema/executors.ts` | 📈 +2 B (+0.03%) | 6.64 kB → 6.64 kB `src/server/budget/base.ts` | 📈 +2 B (+0.02%) | 7.88 kB → 7.88 kB `src/server/dashboard/app.ts` | 📈 +2 B (+0.02%) | 8.59 kB → 8.6 kB `src/server/budget/app.ts` | 📈 +2 B (+0.02%) | 8.86 kB → 8.86 kB `src/server/budget/category-template-context.ts` | 📈 +4 B (+0.02%) | 20.45 kB → 20.45 kB `src/mocks/budget.ts` | 📈 +4 B (+0.02%) | 22.21 kB → 22.22 kB `src/server/transactions/transaction-rules.ts` | 📈 +2 B (+0.01%) | 22.35 kB → 22.35 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** Asset | File Size | % Changed ----- | --------- | --------- bundle.api.js | 4.38 MB → 4.39 MB (+9.74 kB) | +0.22% **Smaller** No assets were smaller **Unchanged** No assets were unchanged </div> </details> </details>

GiteaMirror added the pull-request label 2026-02-28 21:32:28 -06:00

GiteaMirror closed this issue

2026-02-28 21:32:28 -06:00

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matiss/fix-6804

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matiss/chunked-sync-and-progress-ux

v26.2.1

copilot/sub-pr-6880

fix-react-query-clear-on-close-budget

copilot/sub-pr-6140

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fix-exhaustive-deps-App

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sync-server-plugins

cursor/propose-patch-for-github-issue-5680-2a18

fix/compiler-preserve-inner-dollar-escapes

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scrollToLocationBudget

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tsconfig-composite

mobile-fix-uncategorized-transactions-on-tracking-budgets

server-budget-handlers

fix-sql-injection-in-cleanup-template

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Reference: github-starred/actual#6770