Configure Firefly III

After playing around with the Firefly III Importer for a while I figured out how to get my CSV data from YNAB to import. Here's what I had to do:

• In my CSV from YNAB I add an additional column called Amount.
• In the Amount column I add the following formula where G is the outflow column and H is the inflow column:

=IF(G2,G2*-1, (IF(H2, H2, 0)))

• Next I create a configuration text file with the following data:

{
    "file-type": "csv",
    "date-format": "d\/m\/Y",
    "has-headers": true,
    "delimiter": ",",
    "apply-rules": false,
    "specifics": [],
    "import-account": 1,
    "column-count": 9,
    "column-roles": [
        "account-name",
        "date-transaction",
        "opposing-name",
        "budget-name",
        "category-name",
        "note",
        "_ignore",
        "_ignore",
        "amount"
    ],
    "column-do-mapping": [
        true,
        false,
        false,
        false,
        false,
        false,
        false,
        false,
        false
    ],
    "column-mapping-config": [
        {
            // Your Account Name config...
        }
    ]
}

• Then in the Firefly III Importer I have it import the following:
  • Account --> Asset Name (mapped)
  • Date --> Transaction Date
  • Payee --> Opposing Account Name
  • Master Category --> Category Name
  • Sub Category --> Category Name
  • Memo --> Description
  • Amount --> Amount

I ended up noticing that even if you tell it to allow duplicates it will not include them. So I had to manually go through the data and add them. Now I have everything successfully imported to Firefly III.