- you need to have python (3)
- install the requirements
pip install -r requirements.txt
- change the settings
split.yaml
accordingly to your needs- you either specify
category: percentage
orcategory
. In the first case the percentage is used, otherwise the amount is splitted evenly among categories.
- you either specify
- create a transaction with the
payee
of your choice (note: the script check if the string is contained, so if your payee isvacation
and you have a transaction such asitaly vacation
this is matched) - run
python split.py
- in case you have problem with categories, try
python split.py -c
Reddit discussion: https://www.reddit.com/r/ynab/comments/14e3t64/solution_script_to_automate_payee_to_split/