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The budgeting system in Leo Counter lets you define spending (or income) targets for each category on a monthly basis, then automatically compare those targets against your recorded movements. Each budget is scoped to a single category and a single calendar month, ensuring that the system can give you a precise view of how much you have spent relative to what you planned.

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How Budgets Work

Budgets are stored in the presupuestos table. Each record pairs a categoria_id with a periodo (the first day of the target month) and a monto target. When the reports engine runs, it queries both the budget and the actual movements for that category in that month, then produces a UsedBudgetDTO with four derived values: amount spent, amount budgeted, amount remaining, and percentage used. 
// database/migrations/2026_01_21_225025_create_presupuestos_table.php
$table->uuid('id')->primary();
$table->foreignUuid('categoria_id')->constrained('categorias');
$table->date('periodo');          // always the first day of the month
$table->decimal('monto', 12, 2);
$table->foreignUuid('user_id')->nullable()->constrained('users')->nullOnDelete();
$table->text('descripcion')->nullable();
$table->softDeletes();
The combination of categoria_id and periodo is unique, meaning you can have at most one budget per category per month.

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Current-Month Budgets

The primary budget management interface lives at /presupuestos/mes-actual. It only shows budgets whose periodo matches the first day of the current month.

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Budget Fields

​
categoria_id
uuid
required
The category this budget targets. Must be unique within the current month — you cannot have two budgets for the same category in the same period.
​
monto
numeric
required
The spending or income target (min 0, up to 12 digits with 2 decimal places).
​
descripcion
string
Optional note about this budget’s purpose (max 80 characters).
// app/Http/Requests/Presupuesto/StoreAndUpdatePresupuestoMesActualRequest.php
return [
    'categoria_id' => [
        'required', 'string', 'exists:categorias,id',
        Rule::unique('presupuestos')
            ->where(fn ($q) =>
                $q->where('periodo', Carbon::now()->firstOfMonth())
                  ->where('categoria_id', $this->categoria_id)
            )
            ->ignore($this->id),
    ],
    'monto'       => ['required', 'numeric', 'min:0'],
    'descripcion' => ['nullable', 'string', 'max:80'],
];

​
Routes

MethodURIAction
GET/presupuestos/mes-actualList current-month budgets
GET/presupuestos/mes-actual/createShow creation form
POST/presupuestos/mes-actualStore a new budget
GET/presupuestos/mes-actual/{id}/editShow edit form
PUT/presupuestos/mes-actual/{id}Update a budget
DELETE/presupuestos/mes-actual/{id}Soft-delete a budget
POST/presupuestos/mes-actual/{id}/duplicateDuplicate a budget

​
Duplicating a Budget

The duplicate feature lets you carry a budget forward without re-entering the form. When you call POST /presupuestos/mes-actual/{id}/duplicate, the DuplicatePresupuestoHandler finds the original budget aggregate, verifies it can be duplicated (uniqueness check), generates a new UUID, and persists the copy with the same category and amount. 
// app/Application/Presupuesto/Commands/Handlers/DuplicatePresupuestoHandler.php
$aggregate = $this->repository->findById(new PresupuestoId($command->id));
$id = PresupuestoId::generate($this->idGenerator);
$duplicate = $aggregate->duplicate($id, $this->duplicateChecker);
return $this->repository->store($duplicate);
Use duplicate at the start of a new month to clone your previous month’s budget plan in one click, then adjust individual amounts as needed.
The CurrentMonthPresupuestoForListDTO exposes an isDuplicate boolean flag that the UI uses to hide the duplicate button on budgets that have already been carried forward.

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Historical Budgets

A read-only archive of past budgets is available at /presupuestos/historicos. This view is paginated and lets you look back at any previous month’s plan without being able to accidentally edit historical data.
MethodURIAction
GET/presupuestos/historicosPaginated list of past budgets

​
Budget Progress Tracking

The UsedBudgetAssembler calculates budget consumption in the reports engine: 
// app/Application/Reporte/Assemblers/Presupuestos/UsedBudgetAssembler.php
return new UsedBudgetDTO(
    gastado:          $vo->total_gastos,
    presupuestado:    $vo->total_presupuesto,
    disponible:       $vo->disponible,
    porcentaje_usado: $vo->percentageUsed()
);
FieldTypeDescription
gastadofloatTotal spent against this budget so far
presupuestadofloatThe original budget target
disponiblefloatpresupuestado - gastado
porcentaje_usadofloatPercentage of the budget consumed
These values power the budget percentage chart in the Reports module, giving you a visual bar for each category.

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Relationship to Categories and Accounts

Each budget is linked to a category (which itself belongs to a movement type — income or expense). Movements recorded against that category during the budget’s period are summed and compared to the budget target. The account is not part of the budget definition; the same budget applies regardless of which account you use to pay expenses in that category.
You can only budget for categories that exist and have not been soft-deleted. If a category is removed after a budget is created, the budget record is retained but the category field displays as blank in the UI.

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Monthly Planning Workflow

1

Create budgets for the month

Go to /presupuestos/mes-actual and click Create. Select a category, enter a target amount, and optionally add a description. Repeat for each spending category you want to track.
2

Record movements throughout the month

As you record spontaneous, fixed, and pending movements linked to those categories, Leo Counter automatically accumulates the spending totals.
3

Track progress in real time

Return to /presupuestos/mes-actual to see the list of budgets. The percentage-used indicator updates every time a new movement is saved.
4

Review in the Reports module

Navigate to /reportes to see the budget percentage chart, which visualizes gastado vs presupuestado for every budgeted category in the selected period.
5

Duplicate for next month

At month-end, click Duplicate on each budget you want to carry forward. Adjust amounts where necessary and you are ready for the new month.
Deleted budgets are soft-deleted and remain recoverable from Configuración → Registros eliminados. Hard-deleting a budget is permanent and removes it from historical reports.

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