YNAB to Beancount Migration - Worth the Switch?

Quick entry workflows - solving YNAB’s biggest advantage:

The Problem:
YNAB’s mobile app makes entry instant. Beancount requires more steps.

Solution 1: Voice-to-text notes

iPhone/Android voice note:
"Starbucks 5.47 coffee"
"Target 124.32 split: groceries 87, household 37.32"
"Gas station 45 transportation"

Saturday morning: convert to Beancount

Solution 2: Simple note template
Keep a note with this format:

2024-01-15 | Starbucks | 5.47 | Dining
2024-01-15 | Target | 124.32 | Groceries/Household
2024-01-16 | Gas | 45.00 | Transportation

Python script converts to Beancount:

#!/usr/bin/env python3
import sys

for line in sys.stdin:
    date, payee, amount, category = line.strip().split('|')
    print(f'{date.strip()} * "{payee.strip()}"')
    print(f'  Assets:Checking  -{amount.strip()} USD')
    print(f'  Expenses:{category.strip()}')
    print()

Solution 3: SMS to Beancount
Send text to yourself → Python script processes:

# Watches inbox, parses texts like:
# "Spent $5.47 at Starbucks for coffee"
# Generates: 2024-01-15 * "Starbucks" Expenses:Dining

Solution 4: Fava mobile + Tailscale

  • Run Fava on home computer
  • Use Tailscale for secure remote access
  • Access Fava via mobile browser anywhere
  • Enter transactions directly

My workflow:

  • Quick notes during week (Apple Notes)
  • 10 minutes Saturday morning to process
  • Better financial awareness than real-time entry!

Reality: YNAB’s instant entry is nice but not essential for most people.