ynab_compare_transactions
Compare bank CSV exports with YNAB transactions to identify missing or mismatched entries.
Instructions
Compare bank CSV transactions with YNAB transactions to find missing or mismatched entries.
Args:
budget_id (string, optional): Budget UUID. Omit to use the default budget.
account_id (string, required): Account UUID to compare against.
csv_file_path or csv_data (string, required): Bank export file path or inline CSV text.
statement_start_date (string, optional): Filter comparison window start date (YYYY-MM-DD).
statement_date (string, optional): Filter comparison window end date (YYYY-MM-DD).
Returns: comparison report with matched, unmatched_bank, unmatched_ynab transactions.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| budget_id | No | ||
| account_id | Yes | ||
| csv_file_path | No | ||
| csv_data | No | ||
| amount_tolerance | No | ||
| date_tolerance_days | No | ||
| enable_chronology_bonus | No | ||
| statement_start_date | No | ||
| statement_date | No | ||
| auto_detect_format | No | ||
| debug | No | ||
| csv_format | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| summary | Yes | ||
| matches | Yes | ||
| missing_in_ynab | Yes | ||
| missing_in_bank | Yes |