YNAB Toolkit
Automate your YNAB workflows with AI-powered categorization, Amazon order itemization, statement parsing, and reconciliation tools.
View on GitHub Get StartedFeatures
AI Categorization
Claude AI automatically categorizes transactions into your YNAB budget categories based on item descriptions.
Amazon Itemization
Break down Amazon orders into individual items with proper category splits for accurate budget tracking.
Statement Parsing
Convert PDF bank statements to YNAB-compatible CSV format. Supports Chase credit cards and checking accounts.
Email Automation
Forward Amazon order emails for real-time processing via Google Cloud Functions. Fully hands-off.
Reconciliation
Compare bank statements against YNAB to find discrepancies and ensure your budget matches reality.
Batch Processing
Process historical transactions in bulk using Anthropic's Batches API at 50% reduced cost.
Connect Your Account
Link your Gmail to automatically process Amazon order emails.
Connect GmailThis grants read-only access to your emails and permission to send summary replies.
How It Works
Two approaches: real-time email processing or batch backfill from statements.