ynab-overspending-triage

ynab-overspending-triage is a skill for Claude Code, Codex from auzroz/ynab-mcp. It costs 85 tokens per session (661 once invoked), scanned A, original, MIT.

A budgeting review that finds spending categories with too little money and suggests covering them from categories with spare funds. This follows YNAB's idea of adjusting the plan when real spending changes.

In plain words
What is it for?
Use it to locate overspending, move money between categories, compare planned and actual spending, and find areas where spending can be reduced.
Why use it?
It helps address overspending before it distorts the rest of the budget and identifies possible discretionary cuts when no spare funds are available.

Skill for Claude CodeCodex

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

Good fit Use it to locate overspending, move money between categories, compare planned and actual spending, and find areas where spending can be reduced.

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

README.md
[![agentmods](https://agentmods.dev/badge/skills/auzroz/ynab-mcp/ynab-overspending-triage/github.svg)](https://agentmods.dev/skills/auzroz/ynab-mcp/ynab-overspending-triage)
Your own site
<a href="https://agentmods.dev/skills/auzroz/ynab-mcp/ynab-overspending-triage"><img src="https://agentmods.dev/badge/skills/auzroz/ynab-mcp/ynab-overspending-triage/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-overspending-triage

Your own site · 80×15
<a href="https://agentmods.dev/skills/auzroz/ynab-mcp/ynab-overspending-triage"><img src="https://agentmods.dev/badge/skills/auzroz/ynab-mcp/ynab-overspending-triage.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 85 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 661 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 $0.00085 $0.00661
Opus 5 $0.00043 $0.00331
Sonnet 5 $0.00017 $0.00132
Haiku 4.5 $0.00009 $0.00066

Measured 12d ago against content hash 778432b5ea90, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

ynab-overspending-triage 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-overspending-triage/SKILL.md · 85 lines

How it starts

The opening of the file, as written. The whole thing — 85 lines — stays where its author put it; the contents beside it link to each section on GitHub.

YNAB Overspending Triage

What this does

Implements YNAB's third rule — Roll With the Punches — by finding currently overspent categories and proposing specific moves from categories that have slack, plus surfacing discretionary cuts if slack alone isn't enough.

When to use this skill

  • "Find places I'm overspending"
  • "Where did I overspend?"
  • "Help me fix overspending"
  • "Roll with the punches"
  • "Where can I find extra money?"
  • "Help me cut back this month"

Should NOT trigger on: computing true-expense monthly contributions (use ynab-true-expenses), or the initial "assign new money" pass (use ynab-assign-money) — this skill is remediation of overspending, not allocation of unassigned money.

Workflow

Step 1: Find overspent categories

Call MCP tool: ynab_overspending_alerts Parameters: threshold (optional, minimum $ to report)

Step 2: Get variance context

Call MCP tool: ynab_budget_vs_actuals Parameters: none

Step 3: Find categories with slack

Call MCP tool: ynab_category_balances Parameters: filter: "positive"

Step 4: Find cut opportunities

Call MCP tool: ynab_savings_opportunities Parameters: months: 3

Step 5: Identify the specific merchants driving overspending

Call MCP tool: ynab_spending_by_payee Parameters: none

Output format

Overspent now: [category: -$amount, days until it resets]
Candidates to pull from (positive balance, low priority): [category: $available]
Suggested moves: move $X from [A] → [B]
Cut opportunities (subscriptions/high-variance/one-offs): [list w/ $ impact]

Troubleshooting

MCP connection failed — confirm the ynab-mcp server is connected.

Unauthorized / token expired — the YNAB connection needs re-authorization.

No categories with slack found — if every category is tight, say so plainly and pivot to the cut-opportunities list rather than forcing a category-to-category move that doesn't exist.

When the skill is NOT the right tool

  • Planning for a known future irregular cost — use ynab-true-expenses.
  • The initial monthly allocation of unassigned funds — use ynab-assign-money.

Read the full file on GitHub · 85 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 · 85 lines · 85 tokens per session scan A 778432b5ea90

Subscribe to this mod's changes

ynab-overspending-triage is a skill published in the GitHub repository auzroz/ynab-mcp (3 stars, last pushed 2mo ago), licensed MIT. It adds 85 tokens to every session and 661 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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