Import a PDF bank statement into YNAB

YNAB cannot read a PDF. Convert it here to an OFX file and drop it into YNAB, with no bank connection.

Drop your bank statement PDF here, or choose it

PDF, up to 10 MB. Nothing is stored.

Import it into YNAB

  1. Download the OFX file.
  2. Open YNAB in a web browser on a computer.
  3. Drag the file onto YNAB, anywhere in the app.
  4. Choose the account in the Import Transactions window, then approve the imported transactions.

Import it into Actual Budget

  1. Download the OFX file.
  2. Open the account the transactions belong to.
  3. Click Import and select the file.

Other formats

Looking for your bank? Statements by bank has where each bank keeps its PDF and how its statement is read.

Three simple steps

01

Upload your statement PDF

Download the statement from your bank's website or app and drop it on the box at the top of this page. Any bank, any currency.

02

Every transaction is read

Dates, descriptions, amounts, whether each is money in or out, and a category, checked against the balances the statement prints.

03

Drop the file into YNAB

An OFX file with every transaction's date, payee and signed amount, which YNAB imports without any column mapping.

Frequently asked questions

Want a complete spending analysis?

Upload your statement for a spending score, category breakdown and honest AI feedback.