Read-only: sorts your bills by due date, totals unpaid, compares planned vs actual budget. No bank.
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Helps with manual bill and budget planning, with no bank connection. Given a month's bills (name, amount, due date, paid or not) and/or planned income and spending categories (planned and actual amounts), it returns a bills checklist sorted by due date with the unpaid total and what is overdue or due in the next 7 days, each category's actual minus planned, and the plan difference (planned income minus planned category spending). A blank amount stays unknown, never zero, and bills are not added to category totals. With only a question, it explains how to set up a simple bills-and-budget board. Read-only: it stores nothing, connects to no bank and pays nothing. Not financial advice.
Today's date as YYYY-MM-DD, used for overdue and due-in-7-days. Omit to skip those.
Bills to track.
Currency for the figures. Defaults to USD.
The user's question in plain words, e.g. 'Which bills are still unpaid this month?' or 'How do I set up a budget without linking my bank?'
Spending categories for the month.
Planned income for the month. Omit or null if unknown.
Helps with manual bill and budget planning, with no bank connection. Given a month's bills (name, amount, due date, paid or not) and/or planned income and spending categories (planned and actual amounts), it returns a bills checklist sorted by due date with the unpaid total and what is overdue or due in the next 7 days, each category's actual minus planned, and the plan difference (planned income minus planned category spending). A blank amount stays unknown, never zero, and bills are not added to category totals. With only a question, it explains how to set up a simple bills-and-budget board. Read-only: it stores nothing, connects to no bank and pays nothing. Not financial advice.
| Argument | Type | Description |
|---|---|---|
| as_of | string | Today's date as YYYY-MM-DD, used for overdue and due-in-7-days. Omit to skip those. |
| bills | array | Bills to track. |
| currency | string | Currency for the figures. Defaults to USD. |
| question | string | The user's question in plain words, e.g. 'Which bills are still unpaid this month?' or 'How do I set up a budget without linking my bank?' |
| categories | array | Spending categories for the month. |
| planned_income | number | null | Planned income for the month. Omit or null if unknown. |
{
"type": "object",
"properties": {
"as_of": {
"type": "string",
"description": "Today's date as YYYY-MM-DD, used for overdue and due-in-7-days. Omit to skip those."
},
"bills": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"maxLength": 80
},
"paid": {
"type": "boolean",
"description": "True if the user has marked it paid. Defaults to false."
},
"amount": {
"type": [
"number",
"null"
],
"maximum": 999999999.99,
"minimum": 0,
"description": "Bill amount, null if unknown."
},
"due_date": {
"type": "string",
"description": "Due date as YYYY-MM-DD."
}
},
"additionalProperties": false
},
"maxItems": 200,
"description": "Bills to track."
},
"currency": {
"enum": [
"USD",
"GBP",
"EUR"
],
"type": "string",
"description": "Currency for the figures. Defaults to USD."
},
"question": {
"type": "string",
"maxLength": 1000,
"description": "The user's question in plain words, e.g. 'Which bills are still unpaid this month?' or 'How do I set up a budget without linking my bank?'"
},
"categories": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"maxLength": 80
},
"actual": {
"type": [
"number",
"null"
],
"maximum": 999999999.99,
"minimum": 0,
"description": "Actual spent so far, null if unknown."
},
"planned": {
"type": [
"number",
"null"
],
"maximum": 999999999.99,
"minimum": 0,
"description": "Planned amount, null if unknown."
}
},
"additionalProperties": false
},
"maxItems": 200,
"description": "Spending categories for the month."
},
"planned_income": {
"type": [
"number",
"null"
],
"maximum": 999999999.99,
"minimum": 0,
"description": "Planned income for the month. Omit or null if unknown."
}
},
"additionalProperties": false
}