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Tools › Budgets › Set a budget

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. Use list_categories to 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".