diff --git a/README.md b/README.md index cb70cd30..62178491 100644 --- a/README.md +++ b/README.md @@ -27,7 +27,12 @@ https://user-images.githubusercontent.com/4604406/192013081-5b00b20c-9b67-4a74-8 1. **Download** CSV-files containing your transactions from your bank 2. **Run** `ynab-buddy` from your terminal/command line, or double-click the executable -3. **Done**! Your transactions are now in YNAB. Start categorizing and take control of your finances :) +3. Close the window and find the configutation file "config.yaml" in your home directory i.e. for windows this is located at "C:/Users/[username]/ynab-buddy" +4. Edit and Fill in the config file. (use / for directories, not \). Save it in the same location. +5. Now again **Run** `ynab-buddy` from your terminal/command line, or double-click the executable +6. **Done**! Your transactions are now in YNAB. Start categorizing and take control of your finances :) + + ## ⚙️ How to Configure @@ -35,6 +40,8 @@ When you run ynab-buddy for the first time, a configuration file will be created To make ynab-buddy work seamlessly with your bank, open the config file and follow the instructions provided in the comments. +*Note that YNAB does not filter out duplicates with this method, so use the flag colour to distinguish newly imported transactions. + ## 🆘 Where to Get Help - [FAQs](./docs/FAQ.md)