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Monthly budget surplus

This trigger fires near the end of the month when your total spending across all categories comes in under your total planned budget.

Developer info

API endpoint slug: eclosion.budget_surplus

Trigger fields

Minimum amount Text input > Regular expression

Label: What is the minimum surplus amount to trigger this?
Helper text: Only fire if the surplus is at least this many dollars. Leave blank to trigger for any surplus.
Slug: minimum_amount
Required: true
Can have default value: true

Ingredients

Created at Date and time event was created.

Slug: created_at
Filter code: Eclosion.budgetSurplus.CreatedAt
Type: Date with time (ISO8601)
Example: 2020-07-08T04:17:06+05:00

Surplus amount The total dollar surplus across all budget categories for the month.

Slug: surplus_amount
Filter code: Eclosion.budgetSurplus.SurplusAmount
Type: String
Example: 150

Total budget The total amount planned for all expense categories this month.

Slug: total_budget
Filter code: Eclosion.budgetSurplus.TotalBudget
Type: String
Example: 3500

Total spent The total amount actually spent across all categories this month.

Slug: total_spent
Filter code: Eclosion.budgetSurplus.TotalSpent
Type: String
Example: 3350

Percent saved The percentage of total planned spending that was saved.

Slug: percent_saved
Filter code: Eclosion.budgetSurplus.PercentSaved
Type: String
Example: 4

Month The month and year this surplus was calculated for.

Slug: month
Filter code: Eclosion.budgetSurplus.Month
Type: String
Example: January 2026