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ynab-review

Automate YNAB transaction review and approval from DuckDB-staged data.

Updated Feb 9, 2025
Search Tags:#automation#review#transactions#classification#duckdb#ynab
One-click install
npx skills add https://github.com/luutuankiet/bank-statement-wrangler --skill ynab-review
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ynab-review
Source: https://github.com/luutuankiet/bank-statement-wrangler/tree/main/.claude/skills/ynab-review
Command: npx skills add https://github.com/luutuankiet/bank-statement-wrangler --skill ynab-review

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about ynab-review

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate reviewing unapproved YNAB transactions?▼

Automating YNAB transaction review uses a DuckDB-staged dataset to auto-approve matched items, detect cross-account duplicates, and classify memos across TCB, SCB, and MoMo through multi-account orchestration.

How does cross-account duplicate detection work for YNAB transactions?▼

Cross-account duplicate detection operates on a DuckDB-staged dataset to identify and prevent double entries across multiple accounts, ensuring matched transfers and duplicates are auto-approved safely during the review workflow.

Can I classify YNAB memos automatically for TCB, SCB, and MoMo accounts?▼

Yes, YNAB memo classification applies consistent rules to categorize unapproved items across TCB, SCB, and MoMo patterns, presenting ambiguous cases in a structured format for quick human decisions rather than chat questions.

What is the safest way to batch update YNAB transactions via MCP?▼

Safe YNAB MCP writes require strict sequencing and batch updates of up to 50 transactions, using per-account subagents in a multi-phase workflow with explicit memo updates to prevent write conflicts.

Do I need DuckDB to process YNAB transaction staging?▼

Yes, DuckDB is required to stage the dataset for YNAB transaction review, serving as the foundation for auto-approving matches, detecting duplicates, and classifying memos across your orchestrated accounts.

Why are some YNAB transactions left ambiguous after automated review?▼

Ambiguous YNAB transactions occur when memo patterns across TCB, SCB, and MoMo cannot be definitively classified by automated rules, requiring presentation in a structured no-chat-question format for manual human decisions.

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