> ## Documentation Index
> Fetch the complete documentation index at: https://docs.geldee.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Budgets and goals

> Understand your spending plan, remaining budget and savings goals without confusing targets with money.

A budget is your saved spending plan. A savings goal records what you want to set aside. Neither creates money or moves it between accounts.

## Spending budget

Check the budget's current cycle and category allocations. Canonical recorded spending and the remaining amount belong to that cycle. An upcoming commitment is different from a posted transaction.

If no plan is saved, the budget is unavailable. It is not a zero budget.

## Savings goals

Progress can depend on recorded contributions or linked-account evidence. Missing or stale linked balances can prevent reliable progress calculations.

Goals earmark money; they are not additional assets. Avoid adding goal amounts to an account balance as if they were separate funds.

## Ask your assistant

```text theme={null}
Explain my current spending plan and what is left in this cycle.
Keep upcoming commitments separate and tell me if the plan or evidence is missing.
```

The connection needs Budget and goals read access. Changing the plan requires proposal permission or separately enabled budget editing.


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