Triage — Unmatched manual
triage_unmatched_manualFind hand-entered transactions on bank-linked accounts that never cleared, exposing duplicates, failed payments, or typos. Returns their net amount and how long each has sat.
Instructions
[READ] Hand-entered transactions on bank-linked accounts that never cleared. On an account YNAB imports from, a manual entry is a promise that a real transaction is coming. One still uncleared weeks later means the bank never matched it: a duplicate of something already imported, a payment that did not go through, or a typo. Their net amount is how far YNAB stands from the bank for these entries alone — on the plan this was written for, ten of them on one checking account summed to $9,469. account_id narrows it to one account. older_than_days is how long an entry must have sat (default 30). since_date bounds how far back to read (default 18 months).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| plan_id | No | ||
| account_id | No | ||
| since_date | No | ||
| older_than_days | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||