ynab-utils 1.0.0

A collection of command line utilities for YNAB (You Need a Budget) users.

ynab-utils

A collection of command line utilities for YNAB (You Need a Budget) users.

Installation

# Install from PyPI
pip install ynab-utils

# Or install with uv
uv tool install ynab-utils

Quick Start

# Install uv (Python package manager)
curl -LsSf https://astral.sh/uv/install.sh | sh

# Clone and run
git clone <repo-url>
cd ynab-utils
uv run ynab-utils --help

Commands

detect-dupes

Find potential duplicate transactions in your YNAB export.

# Basic usage - finds exact duplicates on same date
ynab-utils detect-dupes --file transactions.csv

# Show all confidence levels (1=loosest, 5=strictest)
ynab-utils detect-dupes --file transactions.csv --confidence 1

# Only check recent transactions
ynab-utils detect-dupes --file transactions.csv --start-date 2025-01-01

# Adjust date matching window (default: 2 days)
ynab-utils detect-dupes --file transactions.csv --days 5

# Output as JSON
ynab-utils detect-dupes --file transactions.csv --output json

Confidence levels:

• 5: Same date, same amount, exact payee match
• 4: Same date, same amount, similar payee names
• 3: Within date window, same amount, exact/similar payee
• 2: Within date window, same amount, similar payee
• 1: Within date window, same amount only

Development

# Clone the repository
git clone https://github.com/davekonopka/ynab-utils.git
cd ynab-utils

# Install dev dependencies (includes pre-commit)
uv sync --extra dev

# Set up pre-commit hooks
uv run pre-commit install
uv run pre-commit install --hook-type commit-msg

# Run the CLI during development
uv run ynab-utils --help

# Run tests
uv run pytest

# Run tests with coverage
uv run pytest --cov=ynab_utils

# Lint code
uv run ruff check src/

# Format code
uv run ruff format src/

# Run pre-commit checks manually
uv run pre-commit run --all-files

Git Commits: This project uses Conventional Commits. Examples:

• feat(detect-dupes): add --start-date filter
• fix(cli): correct argument parsing for --output
• test: add integration tests for date filtering

Publishing

# Build distribution packages
uv build

# Upload to PyPI (requires PyPI token)
uv publish