budgets.overview
Read spending budgets, reviewed actuals, upcoming tax and accountant obligations, reserve coverage, and future recurring purchase forecasts. Use sections to load only due, spending, reserves or recurring; omitted sections return empty arrays and recurringForecast null. No sections returns all. Recurring forecasts reuse reviewed charges, saved subscription status and accepted same-currency merges, with evidence, amount basis, uncertainty and per-currency totals. They are speculative future costs, kept separate from actual spend, tax liabilities and funding obligations. Reuses official compliance dates and reviewed GST/HST workpapers. Unknown tax amounts and stale or missing balances remain unknown; each reserve is counted once.
/api/v1/accounting/budgets.overviewPermissions
Who can call it
Retries
MCP
accounting_budgets_overviewFields
fromstring (date)The first date to include, as YYYY-MM-DD.
tostring (date)The last date to include, as YYYY-MM-DD.
sectionsarray of enum valuesduespendingreservesrecurring1–4 items
Example
curl https://app.getoatmilk.com/api/v1/accounting/budgets.overview \
-H "Authorization: Bearer $OATMILK_API_KEY"{
"data": { … }
}Try it
Try it
Checks your input with this action’s real schema and answers like the API, with synthetic data. No key needed, and nothing changes.
curl https://app.getoatmilk.com/api/v1/accounting/budgets.overview \
-H "Authorization: Bearer $OATMILK_API_KEY"More in Budgets and reserves.