get_spending_by_category
Retrieve a month's spending per category, comparing budget vs actual. Groups and sorts categories by spending to identify where money went.
Instructions
Get per-category spending breakdown for a month, with budget vs actual comparison.
Returns categories sorted by spending (highest first), grouped by category group, with budgeted, spent, balance, and percentage of total spending.
Args: plan_id: The plan ID (use list_plans to find available IDs) month: Month in YYYY-MM-DD format (first of month, e.g. '2026-03-01') or 'current'
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| month | No | current | |
| plan_id | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |