In the budgeting app YNAB, there’s a process called reconciliation, whereby you reconcile transactions between the YNAB app and your various accounts. This has to be done regularly to ensure that YNAB’s view of the world is accurate. Occasionally transactions can be double processed or missed, and such inconsistencies cause drift unless addressed.

I have found the process to sometimes be tedious. Eg how do you account for a $20.48 balance discrepancy between what the budgeting app sees and what your bank account sees? You have to find one or more transactions that failed to import correctly.

I built an agent skill to guide you through this reconciliation with an agent like Claude Code, Codex, etc. It can search through unlocked transactions to identify which may account for the discrepancy, and can then automatically resolve that discrepancy by deleting or creating transactions. Yesterday I used it to find a small discrepancy that had eluded me and was making me put off reconciling. I hope you find it useful!

https://github.com/bi1yeu/ynab-skills/blob/main/ynab-reconcile/SKILL.md