Attachments for YNAB

The missing feature for YNAB users - attach files directly to your transactions, categories, payees, and accounts. Keep receipts, documents, and notes organized with your budget data.

Key Features

Discover how Attachments for YNAB helps you keep your financial documents organized and accessible.

Attach Files to Transactions

Upload receipts, invoices, and documents directly to your YNAB transactions. Never lose track of important purchase details again.

Organize by Category

Keep relevant documents attached to specific YNAB categories. Perfect for tax preparation and expense tracking.

Payee Documentation

Attach contracts, warranties, and important documents to specific payees in your YNAB budget.

Account Records

Store account statements, terms, and other banking documents with your YNAB accounts.

Secure & Private

Your files are encrypted and stored securely. We never access your YNAB data directly - you maintain full control.

Cross-Platform Access

Access your attachments from any device. Seamlessly integrates with your existing YNAB workflow.

How It Works

Getting started with Attachments for YNAB is simple and secure.

1. Connect

Link your YNAB account securely using OAuth. We only request the permissions we need.

2. Connect Your Storage

Bring your own storage - connect your Dropbox or Google Drive account. Your files remain securely under your complete control.

3. Upload

Drag and drop files to any transaction, category, payee, or account in your YNAB budget.

4. Organize

Your attachments sync with your YNAB data automatically. Everything stays organized.

5. Access

View attachments anywhere, anytime. Your documents are always at your fingertips.

6. Search & Export

Find attachments quickly using keywords, date ranges, or filters across all your YNAB data. Download multiple files at once for tax season or record keeping.

Ready to Get Started?

Join YNAB users who are already keeping their documents organized with their budget data.