get_summary
Get a budget summary for a date range, including income, spending, and per-category budget vs actual breakdowns.
Instructions
Get a budget summary for a date range. Shows income, spending, and per-category breakdown with budget vs actual. If the date range aligns with budget periods, budget amounts and availability are included.
Tip: Use the first and last day of a month for a monthly overview (e.g. 2026-02-01 to 2026-02-28).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| end_date | Yes | End date (YYYY-MM-DD) | |
| start_date | Yes | Start date (YYYY-MM-DD) | |
| include_totals | No | Include totals for income/spending (default: true) |