Automated bank transaction import
Import bank transactions into YNAB, automatically
Forward your bank's transaction alert emails to your personal forwarding address — even if your bank doesn't support YNAB's direct import. We extract the details, post the transaction to YNAB instantly, and permanently delete the email — nothing is stored.
Free for 40 days · no credit card · signing in with YNAB creates your account automatically
How it works
Three steps between a bank email and a YNAB transaction
No spreadsheets, no manual entry, no waiting for bank syncs.
Forward Your Emails
Forward your bank's transaction alert emails to your personal forwarding address — the guided setup shows you how. If your bank sends email alerts, it works. No bank integration required.
We Extract & Delete
Our service extracts the amount, merchant, account number, and currency from the email — then immediately and permanently deletes it. No email is ever retained.
YNAB Updated Instantly
The transaction is posted to the correct YNAB budget and account using your configured mappings — no manual entry, no delays.
Data flow
Only the emails you choose to forward ever reach our service — we never see your inbox.
Power features
Built for complex setups
Whether you have two accounts or twenty, across multiple banks, budgets, and currencies.
Map any number of bank accounts to their corresponding YNAB accounts. Each incoming email is automatically routed to the right place based on the identified account number.
Track spending across multiple YNAB budgets at once. Foreign-currency transactions are converted automatically, so your account balances stay accurate.
Configure custom memos, flag colors per account, default fallback mappings, and more. A guided onboarding wizard helps you set everything up in minutes.
Parsing modes
Choose how your emails are parsed
AI-assisted setup in minutes, or hand-configured rules that keep your emails away from AI entirely.
Opt in to AI-assisted parsing and get up and running in minutes. Our service uses an AI model on your first few emails to learn how to extract your transaction details — after that, it handles everything on its own with no AI involved.
Only your first few emails are read by the AI model — and like every email, they're permanently deleted right after processing.
Prefer to keep your financial emails out of AI systems entirely? Choose manual setup: we configure the extraction rules for your bank's email format by hand, and your email content never touches an AI model.
Email content stays outside of AI systems entirely.
Privacy first
Your financial data never stays with us
We designed the system with a zero-retention principle: your data is processed in flight, never at rest. Here is what that means in practice.
Emails deleted after processing
Every email is permanently deleted from our system the moment the transaction data has been extracted. Nothing is archived or stored.
Zero transaction storage
No amounts, merchants, dates, or any transaction details are ever persisted in our database. We are a conduit, not a vault.
Encrypted credentials
Your YNAB OAuth tokens are encrypted at rest using RSA-OAEP256 keys stored in Azure Key Vault — the same standard used by financial institutions.
Pricing
Simple, honest pricing
Start free. Upgrade when you're ready.
Get started at no cost. Full access to all features for 40 days — no credit card required.
Full access, billed monthly. Cancel anytime — no lock-in, no hidden fees.
Pay once a year and save over 58% compared to the monthly plan. Full access for 12 months.
FAQ
Frequently asked questions
Straight answers about banks, speed, privacy, and pricing.
Ready to stop entering transactions manually?
Connect your YNAB account and set up forwarding in under 5 minutes.