summarize
Retrieve spending totals automatically, grouped by category, merchant, month, day, or tag. Filter by preset periods or custom dates to avoid manual expense summing.
Instructions
Spending totals, pre-computed. Never sum expenses by hand — call this.
group_by is one of category, merchant, month, day, tag.
period is one of this_month, last_month, ytd, all; from_date/to_date override it.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| period | No | this_month | |
| to_date | No | ||
| group_by | No | category | |
| from_date | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||