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[GH-ISSUE #6832] [Bug]: Migrating from nYNAB doesn't import Scheduled Transactions #9817

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opened 2026-04-10 20:09:23 -05:00 by GiteaMirror · 7 comments
GiteaMirror commented 2026-04-10 20:09:23 -05:00
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Originally created by @zotabee on GitHub (Feb 1, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/6832

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

If you migrate from nYNAB to Actual Budget, all the Scheduled Transactions from YNAB are not imported in Schedules in Actual Budget. They are all missing/not imported. Only past transactions are imported.

For people like me, doing every transactions manually, it makes the migration a pain. I can't use bank-sync (European based, and none of my banks support this so I'm part of the "fully manual" users) and relying a lot on Scheduled Transactions in YNAB to automatize future recurring transactions.

Currently, I have about ~60 recurring scheduled transactions in YNAB that I need to manually create in Actual Budget as part of my migration to Actual Budget.

It's a shame because all the scheduled transactions are part of the JSON export from YNAB, so all the information is available. It's on Actual Budget to handle that, during import.

Example of one of my scheduled transactions at the end of the JSON export file:

{"id":"6b25e599-3f9a-40b7-ab96-45dca3736737","date_first":"2024-02-01","date_next":"2027-02-01","frequency":"yearly","amount":-5000,"memo":"Yearly federal taxes 202x","flag_color":null,"account_id":"3e349ae2-c573-4e2b-9662-117c2b6bbf73","payee_id":"996ada6a-2d85-4d69-9be8-fa5e872cfcc2","category_id":"99df56e3-de58-4943-ace8-2f3c526b6127","transfer_account_id":null,"deleted":false},

Scheduled transactions have these particular fields in the JSON export file:

"date_first": (the first date upon the recurring/scheduled transaction occurred or has been created)
"date_next":" (a date in the future upon the next transaction will happen)
"frequency":"yearly" (indicates the frequency to repeat, if the scheduled transaction is recurring)

Examples of frequency values:

"frequency":"never" (default value of a scheduled transaction)
"frequency":"daily"
"frequency":"weekly"
"frequency":"monthly"
"frequency":"yearly"
"frequency":"everyOtherWeek"
"frequency":"every4Weeks"
"frequency":"everyOtherMonth"
"frequency":"every3Months"
"frequency":"every4Months"
"frequency":"everyOtherYear"
"frequency":"twiceAMonth"
"frequency":"twiceAYear"

Possible values: https://support.ynab.com/en_us/scheduled-transactions-a-guide-BygrAIFA9#options

How can we reproduce the issue?

How can we reproduce the issue?

Follow Actual Budget docs to migrate and import in Actual : https://actualbudget.org/docs/migration/nynab

  • Export Using API Key manually or use https://github.com/StephenBrown2/ynab-export -> export to a JSON file
  • Import in Actual Budget
  • Accounts, past transactions, payees, categories, rules etc... -> everything is here and working.
  • Schedule is empty, no future/scheduled transactions is imported!

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Other, Firefox

Operating System

Windows 11

Originally created by @zotabee on GitHub (Feb 1, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/6832 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? If you migrate from nYNAB to Actual Budget, all the Scheduled Transactions from YNAB are not imported in Schedules in Actual Budget. They are all missing/not imported. Only past transactions are imported. For people like me, doing every transactions manually, it makes the migration a pain. I can't use bank-sync (European based, and none of my banks support this so I'm part of the "fully manual" users) and relying a lot on Scheduled Transactions in YNAB to automatize **future recurring transactions**. Currently, I have about ~60 recurring scheduled transactions in YNAB that I need to manually create in Actual Budget as part of my migration to Actual Budget. It's a shame because all the scheduled transactions are part of the JSON export from YNAB, so all the information is available. It's on Actual Budget to handle that, during import. Example of one of my scheduled transactions at the end of the JSON export file: `{"id":"6b25e599-3f9a-40b7-ab96-45dca3736737","date_first":"2024-02-01","date_next":"2027-02-01","frequency":"yearly","amount":-5000,"memo":"Yearly federal taxes 202x","flag_color":null,"account_id":"3e349ae2-c573-4e2b-9662-117c2b6bbf73","payee_id":"996ada6a-2d85-4d69-9be8-fa5e872cfcc2","category_id":"99df56e3-de58-4943-ace8-2f3c526b6127","transfer_account_id":null,"deleted":false},` Scheduled transactions have these particular fields in the JSON export file: ``` "date_first": (the first date upon the recurring/scheduled transaction occurred or has been created) "date_next":" (a date in the future upon the next transaction will happen) "frequency":"yearly" (indicates the frequency to repeat, if the scheduled transaction is recurring) ``` Examples of frequency values: ``` "frequency":"never" (default value of a scheduled transaction) "frequency":"daily" "frequency":"weekly" "frequency":"monthly" "frequency":"yearly" "frequency":"everyOtherWeek" "frequency":"every4Weeks" "frequency":"everyOtherMonth" "frequency":"every3Months" "frequency":"every4Months" "frequency":"everyOtherYear" "frequency":"twiceAMonth" "frequency":"twiceAYear" ``` Possible values: https://support.ynab.com/en_us/scheduled-transactions-a-guide-BygrAIFA9#options ### How can we reproduce the issue? How can we reproduce the issue? Follow Actual Budget docs to migrate and import in Actual : https://actualbudget.org/docs/migration/nynab - Export Using API Key manually or use https://github.com/StephenBrown2/ynab-export -> export to a JSON file - Import in Actual Budget - Accounts, past transactions, payees, categories, rules etc... -> everything is here and working. - Schedule is empty, no future/scheduled transactions is imported! ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Other, Firefox ### Operating System Windows 11
GiteaMirror added the feature label 2026-04-10 20:09:23 -05:00
GiteaMirror commented 2026-04-10 20:09:25 -05:00
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@zotabee commented on GitHub (Feb 1, 2026):

Example of a JSON export file, the scheduled_transactions part:

"scheduled_transactions":[{"id":"8055cf5d-aa0f-462b-bf0f-9cf9fdf91921","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"daily","amount":-100000,"memo":"Daily recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"8ccab084-20b0-4bd9-b131-dfe3573cc520","transfer_account_id":null,"deleted":false}, 
 {"id":"2587fd0f-4cb3-4da1-8918-81abb4ab7bf5","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"weekly","amount":-100000,"memo":"Weekly recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"8ccab084-20b0-4bd9-b131-dfe3573cc520","transfer_account_id":null,"deleted":false}, 
 {"id":"33292983-594e-4ac0-82bc-5a372d1945ca","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"everyOtherWeek","amount":-100000,"memo":"Every other week recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"22097710-33b0-4a24-8ee9-bb6c62364f13","transfer_account_id":null,"deleted":false}, 
 {"id":"c1ef7869-ea59-4a08-bbcf-3e966abdde3c","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"twiceAMonth","amount":-100000,"memo":"Twice a month recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"7a4a1c97-eaff-422e-9672-856c5c984ccd","transfer_account_id":null,"deleted":false}, 
 {"id":"9265148f-8e87-4270-a694-1e6eb48286fb","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"every4Weeks","amount":-100000,"memo":"Every 4 weeks recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"9b4b01b9-148c-4168-b2d6-637c17e67802","transfer_account_id":null,"deleted":false}, 
 {"id":"a5a2bbb5-e2d8-482a-a263-e3d70e3a70ea","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"monthly","amount":-100000,"memo":"Monhtly recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"7a43f489-6361-4df2-97d3-efa1bbe251cb","transfer_account_id":null,"deleted":false}, 
 {"id":"eb79e40f-5ace-4347-9470-76ac0cbc2dd6","date_first":"2026-02-01","date_next":"2026-04-01","frequency":"everyOtherMonth","amount":-100000,"memo":"Every other month recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"9b4b01b9-148c-4168-b2d6-637c17e67802","transfer_account_id":null,"deleted":false}, 
 {"id":"76214623-8f08-4f3c-b5e5-e3ea90600513","date_first":"2026-02-01","date_next":"2026-05-01","frequency":"every3Months","amount":-100000,"memo":"Every 3 months recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"7a4a1c97-eaff-422e-9672-856c5c984ccd","transfer_account_id":null,"deleted":false}, 
 {"id":"ae458eac-d033-4a7d-bcf1-747535630e90","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"every4Months","amount":-100000,"memo":"Every 4 months recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"add5de1e-35c5-4c0e-9013-60c51027416a","transfer_account_id":null,"deleted":false}, 
 {"id":"18b305f2-503d-4067-8620-ad80dac825dd","date_first":"2026-02-01","date_next":"2026-08-01","frequency":"twiceAYear","amount":-100000,"memo":"Twice a year recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"fc0ce096-f758-4549-b5a5-ab890c80214b","transfer_account_id":null,"deleted":false}, 
 {"id":"cd2b42a7-9ae3-4c74-8af8-43c2ce97e0f3","date_first":"2026-02-01","date_next":"2027-02-01","frequency":"yearly","amount":-100000,"memo":"Yearly recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"157d88b4-ec42-4f3f-8400-ff0ae173c6a3","transfer_account_id":null,"deleted":false}, 
 {"id":"115930f3-ca20-4468-b354-5a3613998df8","date_first":"2026-02-01","date_next":"2028-02-01","frequency":"everyOtherYear","amount":-100000,"memo":"Every other year recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"54531ec5-eb76-481d-8828-5dd5679df2e8","transfer_account_id":null,"deleted":false}, 
 {"id":"d143f415-9b89-40f0-8751-c9e0acac6e45","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"never","amount":-100000,"memo":"Never repeat","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"33f8e930-57c4-4986-af6a-40308ca5734b","transfer_account_id":null,"deleted":false}],"scheduled_subtransactions":[]}, "server_knowledge" : 72}}

Full JSON export file:

ynab-export-test-export-20260201-134636.json

<!-- gh-comment-id:3831013155 --> @zotabee commented on GitHub (Feb 1, 2026): Example of a JSON export file, the scheduled_transactions part: ``` "scheduled_transactions":[{"id":"8055cf5d-aa0f-462b-bf0f-9cf9fdf91921","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"daily","amount":-100000,"memo":"Daily recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"8ccab084-20b0-4bd9-b131-dfe3573cc520","transfer_account_id":null,"deleted":false}, {"id":"2587fd0f-4cb3-4da1-8918-81abb4ab7bf5","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"weekly","amount":-100000,"memo":"Weekly recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"8ccab084-20b0-4bd9-b131-dfe3573cc520","transfer_account_id":null,"deleted":false}, {"id":"33292983-594e-4ac0-82bc-5a372d1945ca","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"everyOtherWeek","amount":-100000,"memo":"Every other week recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"22097710-33b0-4a24-8ee9-bb6c62364f13","transfer_account_id":null,"deleted":false}, {"id":"c1ef7869-ea59-4a08-bbcf-3e966abdde3c","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"twiceAMonth","amount":-100000,"memo":"Twice a month recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"7a4a1c97-eaff-422e-9672-856c5c984ccd","transfer_account_id":null,"deleted":false}, {"id":"9265148f-8e87-4270-a694-1e6eb48286fb","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"every4Weeks","amount":-100000,"memo":"Every 4 weeks recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"9b4b01b9-148c-4168-b2d6-637c17e67802","transfer_account_id":null,"deleted":false}, {"id":"a5a2bbb5-e2d8-482a-a263-e3d70e3a70ea","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"monthly","amount":-100000,"memo":"Monhtly recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"7a43f489-6361-4df2-97d3-efa1bbe251cb","transfer_account_id":null,"deleted":false}, {"id":"eb79e40f-5ace-4347-9470-76ac0cbc2dd6","date_first":"2026-02-01","date_next":"2026-04-01","frequency":"everyOtherMonth","amount":-100000,"memo":"Every other month recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"9b4b01b9-148c-4168-b2d6-637c17e67802","transfer_account_id":null,"deleted":false}, {"id":"76214623-8f08-4f3c-b5e5-e3ea90600513","date_first":"2026-02-01","date_next":"2026-05-01","frequency":"every3Months","amount":-100000,"memo":"Every 3 months recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"7a4a1c97-eaff-422e-9672-856c5c984ccd","transfer_account_id":null,"deleted":false}, {"id":"ae458eac-d033-4a7d-bcf1-747535630e90","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"every4Months","amount":-100000,"memo":"Every 4 months recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"add5de1e-35c5-4c0e-9013-60c51027416a","transfer_account_id":null,"deleted":false}, {"id":"18b305f2-503d-4067-8620-ad80dac825dd","date_first":"2026-02-01","date_next":"2026-08-01","frequency":"twiceAYear","amount":-100000,"memo":"Twice a year recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"fc0ce096-f758-4549-b5a5-ab890c80214b","transfer_account_id":null,"deleted":false}, {"id":"cd2b42a7-9ae3-4c74-8af8-43c2ce97e0f3","date_first":"2026-02-01","date_next":"2027-02-01","frequency":"yearly","amount":-100000,"memo":"Yearly recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"157d88b4-ec42-4f3f-8400-ff0ae173c6a3","transfer_account_id":null,"deleted":false}, {"id":"115930f3-ca20-4468-b354-5a3613998df8","date_first":"2026-02-01","date_next":"2028-02-01","frequency":"everyOtherYear","amount":-100000,"memo":"Every other year recurring","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"54531ec5-eb76-481d-8828-5dd5679df2e8","transfer_account_id":null,"deleted":false}, {"id":"d143f415-9b89-40f0-8751-c9e0acac6e45","date_first":"2026-02-07","date_next":"2026-02-07","frequency":"never","amount":-100000,"memo":"Never repeat","flag_color":null,"account_id":"04c08a9e-9846-4497-add9-b339960a0170","payee_id":"98d17f9a-342e-4707-a521-dd2368fd1f14","category_id":"33f8e930-57c4-4986-af6a-40308ca5734b","transfer_account_id":null,"deleted":false}],"scheduled_subtransactions":[]}, "server_knowledge" : 72}} ``` Full JSON export file: [ynab-export-test-export-20260201-134636.json](https://github.com/user-attachments/files/24992308/ynab-export-test-export-20260201-134636.json)
GiteaMirror commented 2026-04-10 20:09:25 -05:00
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@zotabee commented on GitHub (Feb 1, 2026):

Someone opened an issue similar to this, couple years ago, but for YNAB4 (not nYNAB), so not sure if it's linked, but possibly: https://github.com/actualbudget/actual/issues/400

<!-- gh-comment-id:3831091868 --> @zotabee commented on GitHub (Feb 1, 2026): Someone opened an issue similar to this, couple years ago, but for YNAB4 (not nYNAB), so not sure if it's linked, but possibly: https://github.com/actualbudget/actual/issues/400
GiteaMirror commented 2026-04-10 20:09:26 -05:00
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@youngcw commented on GitHub (Feb 1, 2026):

Moving to a feature request

<!-- gh-comment-id:3831149130 --> @youngcw commented on GitHub (Feb 1, 2026): Moving to a feature request
GiteaMirror commented 2026-04-10 20:09:27 -05:00
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@github-actions[bot] commented on GitHub (Feb 1, 2026):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 👍!

<!-- gh-comment-id:3831149767 --> @github-actions[bot] commented on GitHub (Feb 1, 2026): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 -->
GiteaMirror commented 2026-04-10 20:09:28 -05:00
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@zotabee commented on GitHub (Feb 1, 2026):

Feature already requested: "[Feature] Import nYNAB future/scheduled transactions as scheduled in Actual #5455".

<!-- gh-comment-id:3831213424 --> @zotabee commented on GitHub (Feb 1, 2026): Feature already requested: "[Feature] Import nYNAB future/scheduled transactions as scheduled in Actual #5455".
GiteaMirror commented 2026-04-10 20:09:29 -05:00
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@youngcw commented on GitHub (Feb 1, 2026):

Github search is terrible sometimes. Thanks for finding that.

<!-- gh-comment-id:3831275092 --> @youngcw commented on GitHub (Feb 1, 2026): Github search is terrible sometimes. Thanks for finding that.
GiteaMirror commented 2026-04-10 20:09:29 -05:00
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@github-actions[bot] commented on GitHub (Feb 4, 2026):

🎉 This feature has been implemented in #6844 and will be released in the next version. Thanks for sharing your idea! 🎉

<!-- gh-comment-id:3849904102 --> @github-actions[bot] commented on GitHub (Feb 4, 2026): :tada: This feature has been implemented in #6844 and will be released in the next version. Thanks for sharing your idea! :tada: <!-- feature-implemented-comment -->
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