Get Monthly Budget
get_monthly_budgetGet a monthly budget overview with income, budgeted, and activity totals, plus per-category figures including overspending flags. Optionally include hidden categories.
Instructions
Get a month overview with income/budgeted/activity totals and per-category budget figures (budgeted, activity, balance) with overspending flags. Returns all visible categories by default — set include_hidden=true to include hidden ones. Categories with no activity show zeroes. No target data.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| month | No | Month in YYYY-MM-DD format (use first day of month). Defaults to current month. | |
| budget_id | No | Budget ID. Omit to use the last-used budget. | |
| include_hidden | No | Include hidden categories in the monthly budget output. Defaults to false for a cleaner review surface. |