The Add Copy Transactions to Activity Modals option in the Toolkit for YNAB is a weird sounding title for a pretty handy little feature. But why isn’t it called Copy Transactions from Activity Modals?
Anywhere in the Budget or Reports screens where YNAB produces a popup list of activity (an Activity Modal), this Toolkit setting provides a new Copy Transactions button.
Click on the new button and the list of activity is copied into your computer’s short-term memory (just like pressing [cmd+C] on your keyboard). From there, you can paste these transactions into another document.
The transactions are in CSV format so if you copy to a text document, you’ll get a list of data separated by commas. If you copy into a table or spreadsheet, the data is automatically distributed neatly into columns and rows.
This is a handy feature if you need to grab a specific list of transactions to settle up with your roommate, to submit an expense report for work, or to give data to your accountant.
There are several good reasons why you’d need or want to copy a selected list of transactions and paste them into a document or spreadsheet. While this setting is cool, I find its usefulness somewhat limited — especially now that YNAB has finally restored the ability to export selected transactions.