get_balance_history
Fetch monthly account balance history for all accounts, powering net worth views. Optionally filter by month range; includes a live current-month figure.
Instructions
Get monthly account balance history across all accounts — the data behind the Net Worth views in the LunchMoney app. History is monthly. With no month range, returns all available history plus an ephemeral current entry for the current month, which is calculated on demand and may change between requests. Only months with data are included.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| end_month | No | Optional last month of the range, inclusive, as YYYY-MM (e.g. 2026-03). Must not be earlier than start_month and must not be in the future. For a single month, use the same value as start_month. | |
| start_month | No | Optional first month of the range, inclusive, as YYYY-MM (e.g. 2026-01). Must not be in the future. If set, end_month is also required. A full date such as 2026-01-01 is invalid. |