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YNAB budget and reconciliation v1.0.0

Use this resource to track a YNAB budget, reconcile an account and export balances

New

  • 419 downloads
  • 220 likes
  • 191 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install ynab-budget-reconciliation

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent reads your YNAB budget, shows what is left in each category and flags likely overspending this month. It relies on a synced local mirror to reconcile transactions and track trends by payee.

Mostly picked by

Updated November 2, 2026

Card for the “YNAB budget and reconciliation” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md : budget, sync and reconciliation commands
  • SKILL.md : ProjectionLab export recipes and batch approval of transactions

Good fit for

  • You want to know whether a spending category will go over this month
  • You reconcile a bank account with YNAB on a regular basis

Not for

    Tags

    • budget
    • ynab
    • personal finance
    • reconciliation

    About

    You say

    “Tell me what is left in my dining category and whether I will overspend this month.”

    Card for the “YNAB budget and reconciliation” skill

    Skill published by mikesnowbie under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to track a YNAB budget, reconcile an account and export balances
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md31 KB

    Origin and licence

    Listed unmodified

    Author
    mikesnowbie
    Source
    github.com/mvanhorn/printing-press-library/tree/b7f184dc0b34ea3e16e85407ba028d828f59e085/cli-skills/pp-ynab
    Licence
    Apache-2.0

    Notice

    « pp-ynab » (mikesnowbie, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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