YNAB Import
Convert Amazon order exports and import to YNAB with categories. Duplicates are skipped.
- Export from Amazon — Install Amazon Order History Reporter. Go to Amazon → Your Orders → click the orange A → pick a year → download CSV.
- Convert — Choose "Convert Amazon export" below, select your CSV, click Convert & Download. You get
amazon_ynab_ready.csv. - Review — Open the CSV. Check the Category column. Fix any wrong categories (e.g. change "Uncategorized" to "Kids Supplies").
- Import — Switch to "Import to YNAB" below, select the same CSV, click Import to YNAB. Duplicates are skipped.
One-time setup: Vercel Environment Variables
In Vercel → Project → Settings → Environment Variables, add:
YNAB_ACCESS_TOKEN— YNAB → Settings → Developer → Personal Access TokenYNAB_BUDGET_ID— Runpython get_ynab_ids.pylocally to get itYNAB_ACCOUNT_ID— Same script; use the account you want (e.g. [MBNA] Amazon.ca Rewards)
Redeploy after adding. For AI categorization, use the Python script locally.