ynab_get_month
Fetch comprehensive budget data for a specific month, including category balances, income, and activity, to analyze your financial performance.
Instructions
Get full budget data for a specific month including all category balances.
Args:
budget_id (string, optional): Budget UUID. Omit to use the default budget.
month (string, required): Month in YYYY-MM-DD format (use first day, e.g. "2025-01-01").
response_format (string, optional): "json" or "markdown" (default: "markdown").
Returns: month (month, income, budgeted, activity, to_be_budgeted, age_of_money, categories[]), cached, cache_info
Examples:
Get January 2025: set month="2025-01-01"
Errors:
"No default budget set" → run ynab_set_default_budget first
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| budget_id | No | ||
| month | Yes | ||
| response_format | No | markdown |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cached | No | Indicates if data was served from cache | |
| cache_info | No | Human-readable cache status message (e.g., "Cache hit", "Cache miss") | |
| usedDelta | No | Indicates if delta merge optimization was applied for budgets | |
| month | Yes | Month details |