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a1athrop

YNAB MCP Server

by a1athrop

get_budget_months

Retrieve monthly budget summaries to analyze income, spending, and budgeting trends over time for financial planning.

Instructions

List all months in a budget with summary data.

Useful for trend analysis — see how income, spending, and budgeting have changed over time.

Args: budget_id: Budget ID (uses default if omitted).

Returns: List of months with income, budgeted, activity, to_be_budgeted, age_of_money.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idNo

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