1. Setting YNAB4 Budget Properties

  1. Open Budget properties from YNAB4 Menu Bar

Budget Properties

  1. Currency: Please choose your budget currency. Currently EUR,USD,CAD and GBP is supported. Let us know if you are using a different currency we will create a new version for you. Datee Format Please choose English(United States). Unfortunatly other date formats use special characters, which cannot be parsed by the tool.

Local Settings

2. CSV Report Export

Choose the Reports Section of YNAB4: Reports

3. Choose the data scope for conversation

Scope

4. Export to CSV

Scope

4. Drop the CSV file to Kwarterli

Scope

5. A PDF Document with Quarlery view is printed

Scope