monarch-transaction-review

monarch-transaction-review is a skill for Codex from erikrubstein/monarch-mcp2. It costs 77 tokens per session (1,631 once invoked), scanned A, original, MIT.

A guide for reviewing and organizing personal spending transactions in Monarch Money, a personal finance service.

In plain words
What is it for?
It helps prepare transaction-review queues, categorize and tag purchases, match receipts, analyze cash flow, review budgets and recurring payments, and update related finance records.
Why use it?
It applies the user's preferences for merchants, categories, tags, notes, receipts, and recurring payments without marking transactions reviewed too early.

Skill for Codex

Written for Codex: agents/openai.yaml present. Also seen: mentions Codex.

Good fit It helps prepare transaction-review queues, categorize and tag purchases, match receipts, analyze cash flow, review budgets and recurring payments, and update related finance records.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/erikrubstein/monarch-mcp2/monarch-transaction-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 erikrubstein/monarch-mcp2 --skill monarch-transaction-review
Clone the repo
git clone --depth 1 https://github.com/erikrubstein/monarch-mcp2

Made for: 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 monarch-transaction-review

README.md
[![agentmods](https://agentmods.dev/badge/skills/erikrubstein/monarch-mcp2/monarch-transaction-review/github.svg)](https://agentmods.dev/skills/erikrubstein/monarch-mcp2/monarch-transaction-review)
Your own site
<a href="https://agentmods.dev/skills/erikrubstein/monarch-mcp2/monarch-transaction-review"><img src="https://agentmods.dev/badge/skills/erikrubstein/monarch-mcp2/monarch-transaction-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 monarch-transaction-review

Your own site · 80×15
<a href="https://agentmods.dev/skills/erikrubstein/monarch-mcp2/monarch-transaction-review"><img src="https://agentmods.dev/badge/skills/erikrubstein/monarch-mcp2/monarch-transaction-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 77 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,631 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 $0.00077 $0.01631
Opus 5 $0.00039 $0.00816
Sonnet 5 $0.00015 $0.00326
Haiku 4.5 $0.00008 $0.00163

Measured 11d ago against content hash 70a29d7f2f22, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

monarch-transaction-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 11d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/init_memory.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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/monarch-transaction-review/SKILL.md · 154 lines

How it starts

The opening of the file, as written. The whole thing — 154 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Monarch Transaction Review

Core Rule

Never mark a transaction reviewed during AI preparation. Only mark a transaction reviewed during the human review stage after the user explicitly says to mark it reviewed.

Use the Monarch MCP server tools. Match the tool group to the user's request:

  • Transaction preparation or human review queues: use transactions_* plus tags_*.
  • Cashflow summaries, trends, or breakdowns: use cashflow_*.
  • Report-style grouped spending/income analysis: use reports_*.
  • Budgets, budget months, budget category amounts, or rollover settings: use budget_*.
  • Recurring bills, subscriptions, income, or expected payment schedules: use recurring_*.
  • Accounts, balances, net worth, or account history: use accounts_*.
  • Receipts, receipt matching, or receipt settings: use receipts_*.
  • Merchants, categories, tags, household, goals, or investments: use the matching group.

Do not list transactions merely to answer an aggregate request when a purpose-built Monarch tool exists. For example, answer "cashflow breakdown for last month" with cashflow_get_cashflow_breakdown, not transactions_list_transactions, unless the user asks to inspect the underlying transactions.

If the request is not about transaction preparation or human review, do not add workflow tags, update transaction review status, or update memory unless the user explicitly provides a reusable preference or correction.

Private Memory

Read the private memory file before reviewing transactions:

~/.config/monarch/transaction-review-memory.md

If it does not exist, create it from references/memory-template.md or run:

python scripts/init_memory.py

Do not store personal transaction memory in this skill folder or in a public repo. The memory file should capture:

  • merchant cleanup preferences
  • category choices
  • tag rules
  • note-writing style
  • receipt expectations
  • recurring bills, obligations, subscriptions, and normal spending rhythms
  • account-specific or household context
  • corrections learned from the user
  • open questions the agent should ask about

Read the full file on GitHub · 154 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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 · 154 lines · 77 tokens per session scan A 70a29d7f2f22

Subscribe to this mod's changes

monarch-transaction-review is a skill published in the GitHub repository erikrubstein/monarch-mcp2 (1 stars, last pushed 23d ago), licensed MIT. It adds 77 tokens to every session and 1,631 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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