compare_budget_periods
ChatGPTUse when the user asks how income, expenses, budget, or money left changed between two months.
Overview
Connect your MONVELOP account to understand your personal budget in conversation. Ask for a monthly financial overview, a spending breakdown by envelope, recent transactions, recurring subscriptions, or a comparison between budget periods. MONVELOP tools are read-only. They cannot create, edit, or delete financial data, initiate payments or transfers, connect a bank, or execute investments. Results are limited to your authenticated MONVELOP account and the permissions you approve.
Tools
get_financial_overview
ChatGPTUse when the user asks about their balance, income, expenses, budget, remaining money, or whether the selected month is on track.
get_spending_breakdown
ChatGPTUse when the user asks where their money went, which envelopes cost the most, or where spending exceeded the plan.
list_recent_transactions
ChatGPTUse when the user asks about their latest purchases, income entries, merchants, transaction categories, or the MONVELOP envelopes assigned to recent transactions.
list_subscriptions
ChatGPTUse when the user asks about recurring payments, upcoming subscription charges, or active subscriptions.
Example Prompts
Click any prompt to copy it.
