get_balance
Get an account's balance as of any date, excluding future transactions by default. Specify a future date to include scheduled payments and interest.
Instructions
Get the balance of an account as of a specific date.
Defaults to today's date — future-dated transactions
(scheduled payments, accrued interest) are excluded. To
project a balance forward including future entries, pass
an explicit as_of_date past today.
Args: account_name: Account ref: full path (e.g. 'Assets:Bank:Checking'), %short GUID, or full 32-char GUID as_of_date: Date in ISO format (YYYY-MM-DD). Defaults to today.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| as_of_date | No | ||
| account_name | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |