A handy little feature in the Toolkit for YNAB extension is the ability to Import/Export Settings.
The tool allows you to export a file of your existing Toolkit settings. Or import a different file.
The file contains code. The code is the backend shortcut instructions for a particular set of Toolkit settings all in one neat little package.
Let’s say you get a new computer and you don’t want to start from scratch, setting up your Toolkit one setting at a time. Export your Settings file from your old computer, save it, and then import it into the Toolkit extension installed on your new computer.
Or maybe you’re a tutorial-writing money coach who is constantly adjusting her Toolkit settings in the service of others. Copying and saving your settings would be a great way to save your time (and sanity). You’ll be free to adjust your Toolkit settings as much as necessary and when you need to work on your own budget(s), you can quickly restore your own settings.
How to Use the Import/Export Tool
Click on the grey Import/Export Settings button at the bottom left of the Toolkit screen.
A window will pop up with the code for your current settings already highlighted.
If you’re Saving (exporting)
Copy (CTRL+C / CMD+C) the highlighted text.
[If you made the mistake of clicking into the blue highlighted text and it’s no longer all selected, first do a Select All [CTRL+A / CMD+A) to highlight everything again. Then Copy.]
Paste your copied code into a text document and Save.
If you’re deleting and overwriting (importing)
Delete the existing code and paste in the code you exported from another source.
Just for good measure, now click Save to save your new Toolkit settings.
The final step to implement your new settings is to go to the tab containing your YNAB budget and refresh your browser window. All of your new Toolkit settings should now be in place.
If you’re interested, you can grab my exported Toolkit settings code as a jumping off place for your own Toolkit or to practice the importing process.]