ynab-net-worth-snapshot
Sum balances across all accounts into a current net worth figure, with a trend comparison if a prior snapshot exists.
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-net-worth-snapshot
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: finance
Reviews
Write a reviewNo reviews yet. Installed it? Reviews come from verified installers only. How reviews work
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-net-worth-snapshot
What's inside
- Skill name
ynab-net-worth-snapshot- Description
- Sum balances across all accounts into a current net worth figure, with a trend comparison if a prior snapshot exists. Use when the user asks for their net worth, total balances, or a financial snapshot.
- License
- MIT
- Instructions
- 21 lines in SKILL.md · view on GitHub
Files (1)
- SKILL.md
SKILL.md (first lines)
# Net worth snapshot **Tools:** `list_accounts` ## Steps 1. Resolve `plan_id` (see [setup](../README.md#setup)). 2. Call `list_accounts`. Exclude `closed` accounts unless history is wanted. 3. Sum balances (assets positive, credit cards/liabilities as YNAB already signs them) into a net worth total. Include both on-budget and off-budget (tracking) accounts -- excluding tracking accounts is the most common way this number ends up wrong. 4. Show a breakdown (`account | type | on/off budget | balance`) plus the total. 5. If a prior snapshot exists (e.g. from `ynab-monthly-report`), show the delta. ## Done when The user has a verifiable net worth figure with a per-account breakdown backing it up.
From lukendatigh/ynab-mcp-server, MIT.
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Review the month that just ended and propose next month's category allocations.
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ynab-monthly-report
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Compile a monthly financial report from YNAB and save it somewhere durable (a document, note, or sheet) instead of a one-off answer.
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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
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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-monthly-report
lukendatigh
Compile a monthly financial report from YNAB and save it somewhere durable (a document, note, or sheet) instead of a one-off answer.
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-net-worth-snapshot skill. Agent Mart. https://agentmart.dev/skills/lukendatigh-ynab-net-worth-snapshot (last updated 2026-10-24)