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ynab-review

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Automate YNAB unapproved transactions review.

Finance & Accounting#automation#review#transactions#classification#duckdb#ynab
Authorluutuankiet
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Unapproved YNAB transactions often require manual review and can lead to misclassifications or missed transfers. This Skill streamlines the workflow by automatically reviewing, auto-approving matched items, detecting cross-account duplicates, and classifying memos using consistent rules.

Core Features & Use Cases

  • Auto-approve matched transactions to speed up reconciliations.
  • Detect cross-account duplicates and transfers to prevent double entries.
  • Classify unapproved items by memo patterns across TCB, SCB, and MoMo, with explicit handling for ambiguous cases.
  • Present ambiguous items in a structured, no-chat-question format for quick human decisions.

Quick Start

Run the ynab-review skill to process the staging transactions and apply auto-approval, duplicate detection, and memo-based classification.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: ynab-review
Download link: https://github.com/luutuankiet/bank-statement-wrangler/archive/main.zip#ynab-review

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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