Manage baskets, goals and completed goals

Create a basket

Use this to add a new personal basket for planning or grouping spending.

1. Open Baskets and select Add Basket.Add Basket
2. Enter a basket name.
3. Optional: enter a basket key and a description.
4. Select Create.Create

Expected result: the basket is saved and appears in the basket list after the list reloads in the page.

Edit a basket

Use Edit to rename a basket or change its description.

1. On the basket card, select Edit.Edit
2. Update the basket name or description.
3. Select Save.Save

Expected result: the basket details update and the list reloads with the new values.

Open a basket ledger

The ledger shows categorized transactions assigned to one basket, along with totals and page navigation.

1. On the basket card, select View Ledger.View Ledger
2. Optional: enter From and To dates to narrow the results.
3. Select Apply Filters to reload the ledger with those dates.Apply Filters
4. Use Prev, Next, or a numbered page button to move through the results.NextPrev
5. Select Reset to clear the date filters and reload page 1.Reset

Expected result: the ledger modal shows matching categorized transactions, per-currency totals, and pagination for the selected basket.

Manage planner basket goals and status

Planner baskets have extra goal and status actions in the basket management modal when planner features are enabled in your workspace.

1. Open a planner basket tile to open its management dialog.
2. Update the target amount, target date, optional monthly target, note, or icon.
3. Select Save Goal to save the goal settings.SaveSave Goal
4. Use Freeze to pause a planner basket, or Unfreeze to return it to active status.FreezeUnfreeze
5. Use Archive to remove the basket from active planner calculations.Archive
6. Use Quick Assign to start a quick assignment action when the basket is not frozen.Quick Assign

Expected result: the basket keeps its saved goal settings, and its status changes to frozen, active, archived, or completed as selected.

Delete a basket

Deleting a basket can remove the basket itself and, when needed, move categorized history into another basket first.

1. Open the basket and select Delete.Delete
2. If needed, choose a merge target from the confirmation dialog.
3. Select Delete again to confirm.Delete

Expected result: the basket is removed. If you chose a merge target, categorized history can be moved before the basket is deleted.

Goal progress and completed goals

Goal progress shows how much of a basket target has been covered, along with remaining amount, days left, and schedule status.

• Spent amount is based on debit transactions assigned to the basket.
• Saved amount is based on credit transactions assigned to the basket.
• Remaining amount is the target minus spent, with zero shown as the floor.
• Progress percentage is spent divided by target.
• Monthly needed appears when a target date is set and the basket is not past due.

Completing a planner basket changes planner status and goal tracking only. It does not move money between bank accounts, and it does not mean the physical transfer already happened.

Common recovery steps

• If you do not see Add Basket, Edit, Freeze, Archive, or completed goal actions, confirm you are in a personal-mode workspace and have the required feature access.
• If a save fails, keep the open dialog and correct the form instead of starting over.
• If the ledger shows no rows, widen the date range or open the basket without filters.
• If a basket was deleted by mistake, check whether you merged history into another basket before confirming deletion.