Budget Set Budget Category Rollover
budget_set_budget_category_rolloverEnable or disable budget category rollover in Monarch to carry over unused budget amounts to the next period. Configure optional settings like start month, balance, frequency, and target amount.
Instructions
Set budget category rollover. This may create or update Monarch data.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| fields | No | Optional dotted output field paths to return, such as ['id', 'merchant.name', 'category.name']. | |
| enabled | Yes | ||
| frequency | No | ||
| category_id | Yes | ||
| output_mode | No | Output shape to return. Use summary for compact CLI-style defaults, full for complete structured data without raw, and raw for complete structured data including raw payloads. | summary |
| start_month | No | ||
| session_path | No | ||
| rollover_type | No | ||
| target_amount | No | ||
| apply_to_future | No | ||
| starting_balance | No |