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Added in a Known issues section for YNAB4 imports to cover an issue with split transactions not receiving correct payee details. Once this issue is resolved the documentation note can be removed: https://github.com/actualbudget/actual/issues/3561 --------- Co-authored-by: Ruben Olsen Lærk <ruben@lku.no>
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Migrating from YNAB4
- Go to the Create new file screen (this is the first screen you see on first launch).
- Click Import…
- All of your existing YNAB4 budgets should be listed. Select the one you want to import.
- Click Import
- That's it!
Known issues
- Split transactions may import incorrectly. In YNAB4, a split transaction tracks a payee at the parent level, while in Actual, the payee shown at the parent level is joined from the payees of the splits. Because the splits do not have the correct payees, they may not appear as expected in reports and filters. The fix is to use Settings / Show advanced settings / Repair split transactions. This will only need to be done once.