YNAB Automation

Import Amazon order exports into You Need A Budget (YNAB) with AI-powered categorization and duplicate detection.

• Web app: ynab-automation.vercel.app — upload CSV, convert or import to YNAB
• CLI: Python scripts for local workflow (see docs/README_YNAB_IMPORT.md)

Quick start

1. Setup: pip install -r requirements.txt and copy .env.example to .env
2. Get IDs: python get_ynab_ids.py — lists budgets, accounts, categories
3. Convert: python amazon_csv_to_ynab.py ~/Downloads/amazon_export.csv — AI categorizes, outputs amazon_ynab_ready.csv
4. Import: YNAB_CSV_FILE=amazon_ynab_ready.csv python ynab_import.py — imports to YNAB (duplicates skipped)

Requires ANTHROPIC_API_KEY in .env for AI categorization. Use --no-ai to skip.

Project structure

Path	Purpose
amazon_csv_to_ynab.py	Amazon CSV → YNAB-ready CSV (AI categorization)
ynab_import.py	Import CSV into YNAB
ynab_apply_csv_categories.py	Match YNAB tx to CSV and fix Uncategorized
ynab_cleanup_amazon.py	Dedupe and verify categories in YNAB
get_ynab_ids.py	List budgets/accounts/categories
app/, lib/	Next.js web app (Vercel)
docs/	Instructions and deployment docs

Documentation

• docs/OPTION_A_INSTRUCTIONS.md — Amazon Chrome extension + normalizer workflow
• docs/README_YNAB_IMPORT.md — Import setup and commands
• docs/WEB_DEPLOY.md — Vercel deployment

License

Use as you like.