Analysis — Flow trace
analysis_flow_traceTrace a category's money across months in YNAB—assigned, moved in and out, spent, refunded, and ending balance—to see where a budgeted amount went.
Instructions
[READ] Follow one category's money through a range of months: assigned in, moved in, moved out, spent, refunded, and the balance left at the end of each month. This is 'where did the holiday money go', which needs three different YNAB resources to answer because assigning, moving between categories, and spending are three different records. from_month and to_month: 'YYYY-MM', an ISO date, or 'current'. Costs one YNAB request per month in the range (limit 36 months); check overview_request_budget before a long range. Plus two for the money movements and transactions.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| plan_id | No | ||
| to_month | No | ||
| from_month | Yes | ||
| category_id | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||