ynab-true-expenses

ynab-true-expenses is a skill for Claude Code, Codex from auzroz/ynab-mcp. It costs 99 tokens per session (772 once invoked), scanned A, original, MIT.

A YNAB budgeting workflow for preparing for irregular but predictable costs, such as annual subscriptions, repairs, holidays, or insurance. It also looks for recurring bills that may be missing from the budget.

In plain words
What is it for?
Use it to review transaction history, find recurring charges, check budget categories, calculate monthly sinking-fund contributions, and plan for upcoming bills.
Why use it?
It turns occasional large bills into planned monthly contributions and helps prevent forgotten subscriptions or scheduled payments from disrupting the budget.

Skill for Claude CodeCodex

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

Good fit Use it to review transaction history, find recurring charges, check budget categories, calculate monthly sinking-fund contributions, and plan for upcoming bills.

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Install with agentmods
npx agentmods add skills/auzroz/ynab-mcp/ynab-true-expenses
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-true-expenses
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-true-expenses

README.md
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Your own site
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Your own site · 80×15
<a href="https://agentmods.dev/skills/auzroz/ynab-mcp/ynab-true-expenses"><img src="https://agentmods.dev/badge/skills/auzroz/ynab-mcp/ynab-true-expenses.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 99 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 772 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 $0.00099 $0.00772
Opus 5 $0.00049 $0.00386
Sonnet 5 $0.00020 $0.00154
Haiku 4.5 $0.00010 $0.00077

Measured 11d ago against content hash 800066dd9c53, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

ynab-true-expenses 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 11d 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-true-expenses/SKILL.md · 88 lines

How it starts

The opening of the file, as written. The whole thing — 88 lines — stays where its author put it; the contents beside it link to each section on GitHub.

YNAB True Expenses

What this does

Implements YNAB's second rule — Embrace Your True Expenses — by finding irregular-but-predictable costs already showing up in transaction history and computing the right monthly contribution so they never blindside the budget again (annual total ÷ 12, or ÷ months-until-due for a known bill).

When to use this skill

  • "Help me plan for an annual expense"
  • "I have a big bill coming up"
  • "Make sure my recurring bills are captured"
  • "Set up a sinking fund"
  • "Did I forget any subscriptions?"
  • "Embrace my true expenses"

Should NOT trigger on: general new-category creation unrelated to irregular costs (use ynab-assign-money), or fixing an already-overspent category (use ynab-overspending-triage).

Workflow

Step 1: Detect recurring charges

Call MCP tool: ynab_detect_recurring Parameters: months: 6

Step 2: Cross-check against existing categories

Call MCP tool: ynab_list_categories and ynab_unused_categories Parameters: months: 6

Step 3: Analyze irregular-category history

Call MCP tool: ynab_spending_analysis or ynab_spending_trends Parameters: category_id of the irregular category, if known

Step 4: Propose funding and scheduling

Call MCP tool: ynab_create_category / ynab_update_category (if a category doesn't exist) Call MCP tool: ynab_preview_scheduled_transaction then ynab_create_scheduled_transaction (for unscheduled recurring charges)

Step 5: Sanity-check the new commitment

Call MCP tool: ynab_cash_flow_forecast Parameters: days: 30

Output format

Detected recurring charges not yet scheduled: [payee, amount, cadence]
True-expense categories to fund:
- [Category]: est. $X/yr → $Y/mo (due in N months)
Proposed: create scheduled transaction for [payee]? create/fund category for [X]?
Cash flow impact if applied: [30-day forecast delta]

Troubleshooting

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

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

Read the full file on GitHub · 88 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. 11d ago First seen · 88 lines · 99 tokens per session scan A 800066dd9c53

Subscribe to this mod's changes

ynab-true-expenses is a skill published in the GitHub repository auzroz/ynab-mcp (3 stars, last pushed 2mo ago), licensed MIT. It adds 99 tokens to every session and 772 once invoked, about $0.0005 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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