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a1athrop

YNAB MCP Server

by a1athrop

get_month

Retrieve a monthly budget summary with category breakdowns, including income, budgeted amounts, activity, and to-be-budgeted funds for YNAB budgeting.

Instructions

Get a monthly budget summary with category breakdowns.

Args: month: Month in YYYY-MM-DD format (first of month, e.g., "2026-02-01"). Defaults to current month. budget_id: Budget ID (uses default if omitted).

Returns: Month overview: income, budgeted, activity, to_be_budgeted, age_of_money, plus per-category details.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
monthNo
budget_idNo

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