Amazon - to - YNAB

This is a simple tool to automate some of the hassle of matching YNAB (the popular budgeting app) transactions to Amazon purchases, by adding a memo to each matched transaction in YNAB.

🛠️ Work in Progress

I've used this tool myself, and it works, but I plan to tidy it up and add some creature-comforts.

Getting setup

1. Install Python 3.

2. Clone this repository.

   git clone https://github.com/joelheaps/amazon-to-ynab

3. Create a Python environment (probably).

   python -m venv ./venv
   source venv/bin/activate

   Or on Windows:

   python -m venv ./venv
   .\venv\scripts\activate.bat

4. Install the prereqs for running this tool.

   pip install -r requirements.txt

5. Get a YNAB personal access token from https://app.ynab.com/settings/developer.

   Save it to config.toml on the line ynab.api_token = "your_token_in_quotes_here".

6. If you have multiple budgets, browse to the one you want to match transactions from and copy the budget ID from the URL.

   It's pretty obvious in the URL; grab the "random" text between https://app.ynab.com/ and /budget. Save it to config.toml on the line ynab.budget_id = "budget_id_in_quotes_here".

   💡 If you only have one budget, you can also just leave this blank; this tool will attempt to find the default budget on your account.

Workflow

1. Save orders from https://www.amazon.com/gp/your-account/order-history to the orders-html folder.

   Use multiple files if you want to include more orders (just make sure they have unique names).

2. Save transactions from https://www.amazon.com/cpe/yourpayments/transactions to the payments-html folder.

   Again, use multiple files if you'd like.

3. Run amazon.py and then ynab.py.

   If everything on the screen checks out, set dry_run = false in config.toml and run ynab.py again.