> For the complete documentation index, see [llms.txt](https://support.lunchmoney.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.lunchmoney.app/guides/budgeting/reference-glossary.md). # Reference/Glossary

Term	Definition
Budget page	Where you budget within the Lunch Money app, accessible via the navigation bar under “Finances”.
Budget Settings	The configuration pop-up where you set up core budgeting options like your budget period, income settings, general pool rollovers, and other preferences. Access it from the top right of the Budget page.
General Pool	Your total money available to budget. Includes current period's income, and rollovers from previous periods (if you have rollovers enabled).
Budgeting period	The time frame for your budget (usually monthly). All income and expenses reset at the end of each period.
Income Settings	Options that control how your budgetable income is calculated: using budgeted amounts (Expected), actual income received, or the larger of the two.
Income category	Categories for money coming in (salary, freelance income, etc.). All income flows into your general pool.
Expense category	Categories for spending (Rent, Groceries, etc.). You assign budgeted amounts to these each period.
Budgeted (amount)	The amount you plan to spend in a category this period.
Activity	What you actually spent (or received) so far this period.
Available	The balance in a category showing how much you can still spend. Includes your budgeted amount, minus what you've spent (activity), plus any rollovers.
Expected	Income you anticipate receiving this period (shown in income categories).
Available to Budget	The total money in your general pool ready to be assigned to categories. Includes income, rollovers, and adjustments minus what you've already budgeted.
Left to Budget	The amount in your general pool that hasn't been assigned to categories yet. Shows as positive (green) when you have money to assign.
Overbudgeted	When you've assigned more money to categories than you have available. Shows as negative (red) in your Left to Budget amount.
Net Total Available	The sum of all Available amounts across your categories plus any unbudgeted money. Represents the minimum liquid cash you need to cover your entire budget. For zero-based budgeters, this should match your actual bank balances.
Rollover	A feature that carries Available balances between periods - whether positive (savings) or negative (overspending).
Rollover option	The setting for each category that controls how Available balances are handled at period end: do nothing, rollover to same category, or rollover to general pool.
Balance adjustment	A way to manually set new Available balances for categories or your general pool, starting from a specific date. Useful for corrections or fresh starts.
Budget presets	Settings that automatically fill in budget amounts each period based on your chosen method (fixed amount, previous spending, etc.).

--- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://support.lunchmoney.app/guides/budgeting/reference-glossary.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.