List all accounts from Actual Budget to obtain account IDs, names, off-budget status, and closed status. Use these IDs to filter transactions efficiently.
Retrieve transactions from Actual Budget with optional filters for date range, account, category, payee, and notes. Returns date, payee, category, notes, and amount.
Enables AI assistants to interact with Actual Budget for personal finance management through natural language, supporting transactions, account balances, budget tracking, spending analysis, and payment searches.
Fetch all category groups from Actual Budget, providing each group's ID, name, and income status. Understand your budget's category organization at a glance.
Update an existing transaction in Actual Budget by specifying its ID and any fields to change. Only provided fields are modified; returns the updated transaction details.
Move funds between two Actual Budget accounts by specifying date, source, destination, and amount. Creates matching debit and credit transactions; use list_accounts for account names.
List budget categories from Actual Budget, optionally filtering by income or expense. Returns category IDs, names, group names, and income status for transaction filtering.
Create a new transaction in Actual Budget by specifying date, account, and amount. Use negative amounts for expenses and positive for income; optionally include payee, category, cleared status, and notes.
Retrieve a detailed monthly budget breakdown including category groups, budgeted amounts, actual spending, remaining balances, and the to-be-budgeted amount for any specified month.
Retrieve a budget-vs-actual summary for a specific budget: per-line and total planned cost, actual cost, ETC, EAC, and available budget from Odoo's computed fields.
Retrieve all accounts with their current balances from Actual Budget, including off-budget accounts like pensions, funds, and mortgages by default, with an option to include closed accounts.