By name: amazon-ynab-correlator description: Correlate Amazon orders with YNAB transactions. Use when reconciling Amazon purchases, matching YNAB transactions to Amazon orders, or updating YNAB memos with Amazon order details.
Amazon-YNAB Transaction Correlator
Step 1: Get Unapproved YNAB Transactions
Use ynab:get_transactions { "budget_id": "default", "type": "unapproved" } Filter results for:
- payee_name contains "Amazon" (case-insensitive)
- memo is null or empty
- Sort by date descending (most recent first)
If no matching transactions found, report this and stop.
Step 2: Calculate Date Range and Scrape Amazon
From the filtered YNAB transactions:
- Find the oldest transaction date
- Find the newest transaction date
- Add 5 days buffer on each end to account for processing delays
Use amazon-scraper:scrape_amazon_transactions { "startDate": "<oldest_date - 5 days>", "endDate": "<newest_date + 5 days>" } Store the returned file path for Step 3.
Step 3: Load Amazon Transaction Details
Use Filesystem:read_text_file
{
"path": "
Step 4: Correlation Logic
Match YNAB transactions to Amazon orders using: High Confidence Criteria (auto-update):
- Exact amount match (within $0.01)
- Date within ±3 days
- Only one possible match Medium Confidence Criteria (ask first):
- Exact amount match but date within ±5 days, OR
- Multiple possible matches with same amount
- Amount matches within $1 for orders with tax/shipping variations Low Confidence (skip or ask):
- No clear match
- Amount significantly different
- Very old transactions (>30 days gap)
Step 5: Present Findings
Show a table with columns:
- YNAB Date
- YNAB Amount
- Current Memo
- Proposed Memo (format: "[order-id] - item description")
- Amazon Date
- Confidence Level
- Action (Auto/Ask/Skip) Include summary: X high confidence, Y medium confidence, Z unmatched
Step 6: Execute Updates
For each matched transaction, use ynab:update_transaction
{
"transaction_id": "
High confidence: Update automatically Medium confidence: Show batch and ask "Update these N transactions?" before updating each one Low confidence: List separately for manual review
Memo format: "[{order_id}] {item_description}"
- For multi-item orders: use first 2-3 items with "..." if more
- Keep under 200 characters
- Include item quantity if >1
Error Handling
- If amazon-scraper:scrape_amazon_transactions fails, ask to retry or use Filesystem:read_text_file with manual path
- If no unapproved Amazon transactions found, report this and stop early
- If correlation finds no matches, report unmatched YNAB transactions for manual review