Get Budget Vs Actual
get_budget_vs_actualBudget vs actual: how the company is doing against its budget. Use when the user asks about budget, against budget, over budget, under budget, budget vs actual, budget variance, are we on track, or how a month, quarter or the year compares with the plan. Returns, for each income, cost of sales and expense account, the budget, the actual from the ledger, the variance (actual minus budget) and the variance percent, plus totals and net profit. Income above budget is good, costs below budget are good. hasBudget false means the company has not set a budget: say so and point them to /reports/budget, never present zeros as a result. Budgets are set on the Reports page, Budget vs actual tab. Quote figures from the result only.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| company | No | Which company to read, by name or id, when the account has more than one (see list_companies). Leave it out to use the only company, or the default. | |
| to_month | No | Last month of the period, inclusive (YYYY-MM). Defaults to the current month. | |
| from_month | No | First month of the period (YYYY-MM). Defaults to the start of the current financial year. |