actual_budgets_getMonth
Get budget for a specific month
How to use it
actual_budgets_getMonth is exposed by the Actual MCP Server MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), and the actual_budgets_getMonth tool becomes available to the model automatically. See the full listing for setup details and every tool this server provides.
Install Actual MCP Server
npx actual-mcp-server --httpOther tools in Actual MCP Server (39)
Close account (soft delete)
Create new account
Permanently delete account
Get account balance at a date
List all accounts
Reopen closed account
Update account details
Export the active budget as a .zip into ACTUALEXPORTDIR; returns path, byte size and sha256, never the file contents
List available budget files
List budget months
Hold funds for next month
List all configured budget files
Reset hold status
Set category budget amount
Enable/disable carryover
Switch active budget (multi-budget)
Transfer amount between categories
Get the note for any entity (account/category/category-group/payee UUID, or budget-YYYY-MM)
Set or clear the note for any entity; validates entity exists or matches budget-YYYY-MM pattern
Read the budget's synced display preferences (number format, date format, currency, first day of week). Display only: all amounts stay integer cents
Create or upsert a tag by name; returns the tag UUID
Soft-delete a tag by UUID
List all tags (id, tag word, optional color and description)
Update tag name, color, or description by UUID
Create new transaction(s), including splits (pass a subtransactions array)
Delete a transaction
Filter with advanced criteria
Get transactions for an account
Import and reconcile transactions
Find by amount range
Search by category name
Search by month using $month transform
Find by payee/vendor
Spending summary grouped by category
Top vendors with totals and counts
Summary of uncategorized transactions (totalCount, totalAmount, per-account breakdown); pass includeTransactions:true for paginated rows
Update a transaction, or edit the children of an existing split via subtransactions
Apply many transaction updates in ONE call (updates: [{ id, fields }]); returns per-item success and failure counts
Create a paired transfer between two accounts (debit + credit linked by transferid, identical to UI "Make Transfer")