get_category_balances

Généré

Généré depuis le code par python -m docsgen ; un test échoue s’il ne correspond plus. Les descriptions viennent du code et restent en anglais : c’est la langue dans laquelle les agents les lisent.

Rôle

Budgeted, spent (activity) and available (balance) per category for a month.

Amounts in currency units; activity is negative for spending. Hidden and internal categories are left out, and so are categories with nothing budgeted, spent or available unless include_empty is true. Use get_budget_vs_actual for the share of each budget consumed.

Comportement

Nature	lecture seule
Confirmation	non
Annulation	non
Idempotent	oui
Requêtes YNAB	1 pour l’exemple ci-dessous, cache vide

Paramètres

Nom	Type	Obligatoire	Défaut	Description
plan_id	string	oui	—	YNAB plan id or ‘last-used’.
month	string	non	"current"	‘YYYY-MM-01’ or ‘current’.
include_empty	boolean	non	false	Also list categories with no amount at all.

Retour

array of object

Champ	Type	Description
category_id	string	YNAB id of the category.
name	string	Category name.
group	string	Name of the category’s group.
budgeted	number	Amount assigned to the category this month.
activity	number	Amount spent (negative) or received in the category this month.
balance	number	Available at the end of the month: carried over, plus budgeted, plus activity.

Exemple

Arguments :

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

Réponse sur le budget de démonstration :

[
  {
    "category_id": "cat-rent",
    "name": "Rent",
    "group": "Bills",
    "budgeted": 950.0,
    "activity": -950.0,
    "balance": 0.0
  },
  {
    "category_id": "cat-power",
    "name": "Electricity",
    "group": "Bills",
    "budgeted": 70.0,
    "activity": 0.0,
    "balance": 70.0
  },
  {
    "category_id": "cat-phone",
    "name": "Phone",
    "group": "Bills",
    "budgeted": 20.0,
    "activity": -19.99,
    "balance": 0.01
  },
  {
    "category_id": "cat-groceries",
    "name": "Groceries",
    "group": "Everyday",
    "budgeted": 400.0,
    "activity": 0.0,
    "balance": 400.0
  },
  "… 5 more"
]

Erreurs

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

Les erreurs propres à YNAB reviennent sous la forme Error calling tool '<tool>': YNAB <status>: <detail>.

Voir aussi

• Faire le point sur un mois