YNAB

About

Connect YNAB to any MCP-compatible client like Claude Desktop to effortlessly manage your budget in plain English. This powerful local server enables seamless bank CSV reconciliation with fuzzy matching, itemized split transaction creation from receipts with tax allocation, and comprehensive YNAB operations across budgets, accounts, transactions, and categories. It operates locally using your YNAB token, ensuring data privacy while providing robust budgeting and financial analysis capabilities through a natural language interface.

Key Features

• 1 GitHub stars
• Powerful receipt itemization and split transaction creation with tax allocation.
• Bank CSV reconciliation with fuzzy matching to detect and fix discrepancies.
• Full YNAB operations including budgets, accounts, transactions, categories, and payees.
• Natural language interaction for managing finances and querying budget data.
• MCP-native implementation with structured tool outputs and resource templates.

Use Cases

• Asking natural language questions about spending, like "What did I spend on takeout this month?".
• Creating itemized split transactions from receipts and allocating tax.
• Reconciling bank accounts by importing CSV files and reviewing matches.