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

# Overview

> A Budget is a planned allocation of amounts across accounts, projects, or items for a defined period.

**The Budgets Data Model** represents a planned allocation of amounts for a defined period, broken down into budget lines against accounts, projects, items, or tracking categories. This unified model standardises budget information across accounting platforms.

* **Unified budget properties**: Essential budget details, such as name, type, status, currency, and the start and end dates of the budget period, are standardised across different accounting platforms
* **Budget lines**: The `budget_lines` property includes an array of related budget lines, each carrying the amount planned for one account, project, or item on a given date

## Attributes

### Budgets Attributes

| Property                  | Type    | Description                                                                 |
| ------------------------- | ------- | --------------------------------------------------------------------------- |
| `rootfi_id`               | integer | Unique identifier assigned by Commenda for this budget                      |
| `rootfi_created_at`       | string  | Timestamp when this record was created in Commenda's system (ISO 8601)      |
| `rootfi_updated_at`       | string  | Timestamp when this record was last updated in Commenda's system (ISO 8601) |
| `rootfi_integration_type` | enum    |                                                                             |
| `platform_id`             | string  | Unique identifier for this budget in the source accounting platform         |
| `name`                    | string  | The name of the budget                                                      |
| `budget_type`             | enum    | The type of the budget                                                      |
| `status`                  | enum    | The status of the budget                                                    |
| `currency_id`             | enum    | ISO 4217 currency code                                                      |
| `start_date`              | string  | The first day of the budget period                                          |
| `end_date`                | string  | The last day of the budget period                                           |
| `updated_at`              | string  | The date and time the budget was last updated                               |

### Budget Type Enum Values

| Value            | Description                                       |
| ---------------- | ------------------------------------------------- |
| `PROJECT`        | Budget is planned against a project               |
| `GENERAL_LEDGER` | Budget is planned against general ledger accounts |
| `UNKNOWN`        | Budget type could not be determined               |

### Status Enum Values

| Value      | Description                           |
| ---------- | ------------------------------------- |
| `ACTIVE`   | Budget is in use                      |
| `ARCHIVED` | Budget is no longer in use            |
| `UNKNOWN`  | Budget status could not be determined |

### Budget Lines Attributes

| Property                  | Type    | Description                                                                 |
| ------------------------- | ------- | --------------------------------------------------------------------------- |
| `rootfi_id`               | integer | Unique identifier assigned by Commenda for this budget line                 |
| `rootfi_created_at`       | string  | Timestamp when this record was created in Commenda's system (ISO 8601)      |
| `rootfi_updated_at`       | string  | Timestamp when this record was last updated in Commenda's system (ISO 8601) |
| `rootfi_integration_type` | enum    |                                                                             |
| `platform_id`             | string  | Unique identifier for this budget line in the source accounting platform    |
| `budget_id`               | string  | The budget this line belongs to                                             |
| `account_id`              | string  | The account the line is planned against                                     |
| `project_id`              | string  | The project the line is planned against                                     |
| `item_id`                 | string  | The item the line is planned against                                        |
| `tracking_category_ids`   | array   | Tracking categories applied to the line                                     |
| `description`             | string  | The description of the budget line                                          |
| `quantity`                | double  | The planned quantity                                                        |
| `unit_amount`             | double  | The planned amount per unit                                                 |
| `total_amount`            | double  | The planned total amount                                                    |
| `date`                    | string  | The date the line is planned for                                            |
| `updated_at`              | string  | The date and time the budget line was last updated                          |

## Expandable Attributes

Use the `expand` query parameter to include related objects:

* `expand=budget_lines` — includes the related Budget Lines object(s).

## Properties Supported

Fields accepted when creating or updating a record:

| Property       | Type   | Description                                                         |
| -------------- | ------ | ------------------------------------------------------------------- |
| `platform_id`  | string | Unique identifier for this budget in the source accounting platform |
| `name`         | string | The name of the budget                                              |
| `budget_type`  | enum   | The type of the budget                                              |
| `status`       | enum   | The status of the budget                                            |
| `currency_id`  | enum   | ISO 4217 currency code                                              |
| `start_date`   | string | The first day of the budget period                                  |
| `end_date`     | string | The last day of the budget period                                   |
| `updated_at`   | string | The date and time the budget was last updated                       |
| `budget_lines` | array  | Budget lines to create or update with the budget                    |
