Get Spending Summary
get_spending_summarySummarize income, expenses, and net totals by category, account, or month for any date range, using defaults that cover the current month when dates are omitted.
Instructions
Summarize income, expenses, and net by category, account, or month.
Args: start_date: Inclusive start; accepts ISO dates or natural language. end_date: Inclusive end; accepts the same formats. A missing end defaults to today; a missing start to the first day of the end date's month. group_by: 'category', 'account', or 'month'; other values produce one group.
Fetches all matching pages. Expenses are positive magnitudes.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| end_date | No | ||
| group_by | No | category | |
| start_date | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| groups | Yes | ||
| period | Yes | ||
| totals | Yes | ||
| group_by | Yes |