ynab-monthly-review

ynab-monthly-review is a skill for Claude Code, Codex from auzroz/ynab-mcp. It costs 89 tokens per session (921 once invoked), scanned A, original, MIT.

A month-end review for YNAB, a budgeting app, that compares your plan with actual spending and reviews goals, income, savings, and net worth.

In plain words
What is it for?
Use it for an end-of-month budget check-in, including category comparisons, month-over-month changes, goal progress, trends, and proposed next-month targets.
Why use it?
It turns a month's budget data into a structured review and helps identify what changed before planning the next month.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it for an end-of-month budget check-in, including category comparisons, month-over-month changes, goal progress, trends, and proposed next-month targets.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/auzroz/ynab-mcp/ynab-monthly-review
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add auzroz/ynab-mcp --skill ynab-monthly-review
Clone the repo
git clone --depth 1 https://github.com/auzroz/ynab-mcp

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for ynab-monthly-review

README.md
[![agentmods](https://agentmods.dev/badge/skills/auzroz/ynab-mcp/ynab-monthly-review/github.svg)](https://agentmods.dev/skills/auzroz/ynab-mcp/ynab-monthly-review)
Your own site
<a href="https://agentmods.dev/skills/auzroz/ynab-mcp/ynab-monthly-review"><img src="https://agentmods.dev/badge/skills/auzroz/ynab-mcp/ynab-monthly-review/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for ynab-monthly-review

Your own site · 80×15
<a href="https://agentmods.dev/skills/auzroz/ynab-mcp/ynab-monthly-review"><img src="https://agentmods.dev/badge/skills/auzroz/ynab-mcp/ynab-monthly-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 89 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 921 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00089 $0.00921
Opus 5 $0.00044 $0.00461
Sonnet 5 $0.00018 $0.00184
Haiku 4.5 $0.00009 $0.00092

Measured 12d ago against content hash 0dac299c0c4f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

ynab-monthly-review scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/ynab-monthly-review/SKILL.md · 113 lines

How it starts

The opening of the file, as written. The whole thing — 113 lines — stays where its author put it; the contents beside it link to each section on GitHub.

YNAB Monthly Review

What this does

Orchestrates a full end-of-month budget review in one sitting: category-level plan vs. actual, what changed since last month, goal progress, the income and savings trend, net worth movement, and a proposed budget for next month. This matches YNAB's own recommended end-of-month routine — reflect on what deviated, reconcile, and set next month's targets — rather than a quick daily glance.

When to use this skill

  • "Let's do my monthly budget review"
  • "End of month check-in"
  • "How did [month] go?"
  • "Review my budget"
  • "Close out this month"
  • "Help me plan next month's budget"

Should NOT trigger on: a quick "how am I doing" gut-check (use ynab-pulse-check), or a request to deep-dive reconciliation or cash flow specifically (use ynab-reconcile-cleanup / ynab-age-of-money — this skill flags those but doesn't do the full workup).

Workflow

Step 1: Category-level plan vs. actual

Call MCP tool: ynab_budget_vs_actuals Parameters: month (optional, defaults to current), include_previous: true

Step 2: Month-over-month comparison

Call MCP tool: ynab_monthly_comparison Parameters: none

Step 3: Income and savings trend

Call MCP tool: ynab_income_expense Parameters: months: 6

Step 4: Goal progress

Call MCP tool: ynab_goal_progress Parameters: filter: "all"

Step 5: Net worth

Call MCP tool: ynab_net_worth Parameters: none

Step 6: Age of Money (one-line check, not a deep dive)

Call MCP tool: ynab_age_of_money Parameters: none

Step 7: Reconciliation status (flag only, not a deep dive)

Call MCP tool: ynab_reconciliation_helper Parameters: none

Step 8: Next month's suggested budget

Call MCP tool: ynab_budget_suggestions Parameters: months: 3

Output format

Monthly Review — [Month Year]
1. Scorecard: budgeted vs. actual by category group, variance %, status
2. What changed vs. last month (top 3 movers)
3. Goals: on-track / behind / underfunded (counts + names)
4. Income & savings rate trend (6mo)
5. Net worth: this month vs. last
6. Housekeeping flags: Age of Money = N days; N uncleared transactions
   (if > 0, suggest running ynab-reconcile-cleanup)
7. Next month's suggested budget (per category) — offer for confirmation
   before creating or changing anything

Read the full file on GitHub · 113 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 113 lines · 89 tokens per session scan A 0dac299c0c4f

Subscribe to this mod's changes

ynab-monthly-review is a skill published in the GitHub repository auzroz/ynab-mcp (3 stars, last pushed 2mo ago), licensed MIT. It adds 89 tokens to every session and 921 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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