get_budget_vs_actual

Gegenereerd

Gegenereerd uit de code door python -m docsgen; een test faalt zodra de pagina niet meer overeenkomt. De beschrijvingen komen uit de code en blijven in het Engels: de taal waarin agents ze lezen.

Doel

Share of each category’s budget spent in a month, to see what is over or close.

Use it for “am I over budget?” or “which categories are nearly used up?”. Amounts in currency units, spending as a positive number; utilization_pct above 100 means over budget. For what is still available in each category use get_category_balances; for the month’s totals, get_monthly_summary; for several months, get_spending_trends. One YNAB request; changes nothing.

Gedrag

Soort	alleen lezen
Bevestiging	nee
Ongedaan maken	nee
Idempotent	ja
YNAB-verzoeken	1 voor het voorbeeld hieronder, lege cache

Parameters

Naam	Type	Verplicht	Standaard	Beschrijving
plan_id	string	ja	—	YNAB plan id or ‘last-used’.
month	string	nee	"current"	ISO month ‘YYYY-MM-01’ or ‘current’.

Resultaat

array of object

Veld	Type	Beschrijving
id	string	YNAB id of the category.
name	string	Category name.
group	string	Name of the category’s group, e.g. Fun for Tennis.
budgeted	number	Amount assigned to the category this month.
actual	number	Amount spent this month, as a positive number.
balance	number	What is left: budgeted minus spent, plus what was carried over; negative when overspent.
utilization_pct	number	Spent as a share of budgeted, in percent; above 100 means overspent, 0 when nothing is budgeted.

Voorbeeld

Argumenten:

{
  "plan_id": "demo-budget",
  "month": "2026-09-01"
}

Antwoord op het demobudget:

[
  {
    "id": "cat-rent",
    "name": "Huur",
    "group": "Vaste lasten",
    "budgeted": 950.0,
    "actual": 950.0,
    "balance": 0.0,
    "utilization_pct": 100.0
  },
  {
    "id": "cat-power",
    "name": "Stroom",
    "group": "Vaste lasten",
    "budgeted": 64.2,
    "actual": 64.2,
    "balance": 0.0,
    "utilization_pct": 100.0
  },
  {
    "id": "cat-internet",
    "name": "Internet",
    "group": "Vaste lasten",
    "budgeted": 29.99,
    "actual": 29.99,
    "balance": 0.0,
    "utilization_pct": 100.0
  },
  {
    "id": "cat-phone",
    "name": "Telefoon",
    "group": "Vaste lasten",
    "budgeted": 19.99,
    "actual": 19.99,
    "balance": 0.0,
    "utilization_pct": 100.0
  },
  "… 6 more"
]

Fouten

• month must be 'current' or the first day of a month as YYYY-MM-01, got '{month}'.

Fouten van YNAB zelf komen terug als Error calling tool '<tool>': YNAB <status>: <detail>.

Zie ook

• Een maand doornemen