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ynab-budget-manager

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Master your budget: review, track, optimize

Finance & Accounting#analysis#safety#transactions#budget#category#ynab
Authorplattegruber
Version1.0.0
Installs0

System Documentation

What problem does it solve?

YNAB budget management can be tedious when reconciling transactions, reviewing uncategorized items, and ensuring budgets stay on track. This skill centralizes budget oversight, enabling quick reviews, actionable categorization, and proactive spending analysis within a single workflow.

Core Features & Use Cases

  • Comprehensive read tools to inspect budgets, accounts, categories, and monthly summaries for clear oversight.
  • Transaction review and management: categorize transactions, add memos, and set flags with safety-first dry-run by default.
  • Credit card health checks and monthly budget analysis to monitor spending patterns and ensure budget goals are on track.
  • Optional advanced operations via the ynab_api_request escape hatch for direct API calls.

Quick Start

Ask the AI to review the currently selected YNAB budget, identify uncategorized transactions, and suggest categorization actions.

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-budget-manager
Download link: https://github.com/plattegruber/openclaw-skills/archive/main.zip#ynab-budget-manager

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