ynab-monthly-report
Compile a monthly financial report from YNAB and save it somewhere durable (a document, note, or sheet) instead of a one-off answer.
Skill by lukendatigh
Chalk Labs
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Install
Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.
npx agentmarket install skill/lukendatigh-ynab-monthly-report
Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.
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About
Use cases: documents, spreadsheets, productivity, finance
Reviews
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Permissions
What this skill can do and what it asks for, from its SKILL.md and code. Checked Nov 2, 2026.
- Tools
- No tools found
- Secrets
- None asked for
- Install scripts
- None found
Network hosts it talks to 1
codeload.github.com· found in install command
Files it touches
~/.claude/skills/ynab-monthly-report
What's inside
- Skill name
ynab-monthly-report- Description
- Compile a monthly financial report from YNAB and save it somewhere durable (a document, note, or sheet) instead of a one-off answer. Use when the user wants a saved monthly summary rather than a one-off chat answer.
- License
- MIT
- Instructions
- 25 lines in SKILL.md · view on GitHub
Files (1)
- SKILL.md
SKILL.md (first lines)
# Monthly report **Tools:** `get_budget`, `list_accounts`, plus whatever document/note/sheet tools the assistant has available for saving the result. ## Steps 1. Gather the month's numbers: `get_budget` `view="overview"` (Ready to Assign trend), `view="month"` (closing month's budgeted/activity/balance), `view="category"` (goal progress), and `list_accounts` (net worth — see `ynab-net-worth-snapshot`). 2. Assemble: month name, total income/spend, top 5 categories by spend, any overspent categories, goal progress highlights, net worth and its delta from the last report if one is found. 3. Look for the previous report first (search whatever storage was used last time) so the net worth delta is accurate. 4. Ask where to save it if not already established. 5. Write the report and share the link/location back to the user. ## Done when A report for the month exists in the chosen destination, and running this again next month correctly finds and diffs against it.
From lukendatigh/ynab-mcp-server, MIT.
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Sum balances across all accounts into a current net worth figure, with a trend comparison if a prior snapshot exists.
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Find near-duplicate payee names and consolidate them for cleaner reporting.
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Signals
- Stars
- 2
- Forks
- 0
- Open issues
- 0
- Last commit (this folder)
- Sep 1, 2026 (2 months ago)
From GitHub (fetched Oct 24, 2026).
Details
- License
- MIT
- Repository
- github.com/lukendatigh/ynab-mcp-server
- First seen
- Oct 24, 2026
- Last checked
- Oct 24, 2026
- Source
- GitHubgithub-graphql
More from lukendatigh
- 0.557score
ynab-subscription-audit
lukendatigh
Detect recurring subscriptions/bills and flag price creep, untracked recurring charges, or stale schedules.
SkillBFreshness: B★ 2Claude Code +9 - 0.557score
ynab-budget-restructure
lukendatigh
Reorganize category groups/categories with a full dry-run diff before any change.
SkillBFreshness: B★ 2Claude Code +9 - 0.557score
ynab-import-transactions
lukendatigh
Bulk-import a bank CSV/export into YNAB with column mapping and duplicate protection.
SkillBFreshness: B★ 2Claude Code +9 - 0.557score
ynab-month-close
lukendatigh
Review the month that just ended and propose next month's category allocations.
SkillBFreshness: B★ 2Claude Code +9 - 0.557score
ynab-net-worth-snapshot
lukendatigh
Sum balances across all accounts into a current net worth figure, with a trend comparison if a prior snapshot exists.
SkillBFreshness: B★ 2Claude Code +9 - 0.557score
ynab-overspend-check
lukendatigh
Find overspent or nearly-exhausted categories this month and suggest where to pull funds from.
SkillBFreshness: B★ 2Claude Code +9
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Cite this page
ynab-monthly-report skill. Agent Mart. https://agentmart.dev/skills/lukendatigh-ynab-monthly-report (last updated 2026-10-24)