Set a budget
set_budgetChanges- What it does
- Changes or deletes something you had. Your assistant can ask you to confirm first.
- Permission
- Budgets, change
budgets:write
What your assistant is told
Set (or update) the monthly spending cap for one category in one month. category is a category NAME or UUID (resolve with list_categories); month is "YYYY-MM"; cap_minor is the cap in integer minor units (cents, >= 0); currency is 3-letter ISO. This is an upsert keyed on (category, month) — calling it again for the same category+month REPLACES the cap, it does not stack. Returns the saved budget including the current actual spend for the month so you can show cap-vs-actual — measured in the cap's own currency only, so a cap in a currency the user does not spend in reads as zero spend (excludedCount says how many expenses were in another currency). Setting a cap does not block transactions; it is advisory.
Parameters
categorytext, requiredCategory NAME (case-insensitive) or UUID. Uselist_categoriesto discover names.monthtext, requiredMonth as "YYYY-MM", e.g. "2026-06".capMinorwhole number, requiredMonthly cap in integer minor units (cents). Must be >= 0.currencytext, required3-letter ISO 4217 currency code, e.g. "EUR".