How do I convert a CSV file to YNAB?

Create a bucket in Redbark, add your CSV file by upload or email, and Redbark extracts the transactions and syncs them to YNAB automatically.

What files can I upload?

OFX, QFX, QBO, QIF, and CSV exports, plus PDF, PNG, and JPEG if you have scans. Up to 4 MB and 10,000 transactions per file.

Does it sync automatically?

Yes. As soon as Redbark finishes reading a file, the transactions are confirmed and synced to YNAB. There is no manual review step. Low-confidence rows are flagged so you can spot-check them, but they still sync.

Do you store the document?

Yes. Live bank connections are pass-through and store nothing, but extracting transactions means we have to read the file, so we store the document and the rows we pull from it. Deleting a file removes both.

Document Extraction

Convert a bank CSV to YNAB.

YNAB is fussy about CSV columns. Upload your raw bank export and Redbark works out the date, payee, and amount columns for you, then imports every row into your budget.

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7 days free. No credit card required.

How it works

From your CSV file to YNAB in three steps

Add your CSV file

Upload it from the dashboard, or forward it to a private email address for the bucket. CSV, OFX, QFX, QBO, and QIF all work.

Redbark reads the transactions

Redbark works out which columns hold the date, description, and amount, then normalises every row. No template to fill in by hand.

It lands in YNAB

Confirmed automatically with no manual review, each transaction imports into YNAB using its standard import format, with a deterministic import ID so re-importing never doubles anything up.

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Document Extraction

Turn any statement into synced transactions.

Statements become transactions

Upload a PDF bank or card statement and Redbark reads every line item into clean, categorised transactions, ready for you to review.

In the tools you already use

Confirmed transactions sync to Google Sheets, YNAB, and webhooks, and come back from the REST API and MCP server in the same shape as a live bank feed.

Upload or email

Drop files in from the dashboard, or forward the statement emails you already receive to a private address.

Only review what's unsure

Confident rows are confirmed and synced automatically. Redbark only flags the few it's unsure about for you to check.

Works like a connection

A bucket flows through the same sync pipeline as a live bank connection.

API and MCP

Query your extracted transactions over HTTP, or straight from an AI agent.

Simple, transparent pricing

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Save 17% on annual billing

Saver

Sync your transactions to your favourite tools

A$10

Per month

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3 bank connections
12 accounts
Unlimited destinations
Unlimited syncs
Google Sheets & You Need a Budget
Document extraction (30/mo)
Email support

Developer

For developers building automations and integrations

A$16

Per month

Start free trial

Everything in Saver plus:
6 bank connections
24 accounts
Webhooks & API access
MCP server for AI agents
Document extraction (150/mo)

Professional

For investors managing shares, equities, and multiple accounts

A$24

Per month

Start free trial

Everything in Developer plus:
Unlimited connections
Unlimited accounts
Brokerage accounts
Holdings & trades sync
Document extraction (500/mo)
Priority support

Frequently asked questions

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Start your free 7-day trial. Connect your banks, choose your destination, and watch your transactions sync automatically.

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