Am I able to upload the previous years expenses fr...
# budgetingm
many-horse-44113
07/24/2023, 10:01 PMAm I able to upload the previous years expenses from my bank account to a ynab budget. Even if those expenses are before I added those expenses bank account to my ynab budget.
a
acceptable-angle-23240
07/28/2023, 3:28 PMWhile it might be possible using manual import (see https://support.ynab.com/en_us/file-based-import-a-guide-Bkj4Sszyo), you'll probably want to edit the date and amount of the "Beginning balance" for that account
acceptable-angle-23240
07/28/2023, 3:30 PMI'd argue that its not worth the effort. The main power of YNAB is in planning for future spending. Categorizing a year of history doesn't give you that much benefit compared to the effort it takes.
You can review a few months or year of your bank statements and set up your budget with goals based on the categories/bills/expenses you encounter. This acts as a template for future spending.