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

# Managing limits

> Create, filter, activate, and edit Tracer spending limits in Lerian Console with period-based caps, scope conditions, and DRAFT to ACTIVE lifecycle controls.

Use the **Limits** page to define spending caps by period and transaction context.

## Accessing the Limits page

***

In the Tracer sidebar, select **Limits**. The page opens as **Transaction Limits** with the helper **What is a Limit?**.

## Available filters

***

| Filter     | Options                                                      |
| ---------- | ------------------------------------------------------------ |
| **Search** | Search by name and account ID                                |
| **Status** | All, Active, Inactive, Draft                                 |
| **Period** | All Periods, Daily, Weekly, Monthly, Custom, Per Transaction |
| **Type**   | All Types, PIX, Card, Wire, Crypto                           |

Items per page is also configurable.

## Limit cards

***

Each card shows:

* Limit name and limit type.
* Max amount and currency.
* Limit status (`ACTIVE`, `INACTIVE`, `DRAFT`).
* Scope badges (when configured).
* Action menu.

## Limit actions

***

| Action            | Behavior                                            |
| ----------------- | --------------------------------------------------- |
| **Details**       | Opens the limit side panel                          |
| **Activate**      | Moves limit to `ACTIVE`                             |
| **Deactivate**    | Moves limit to `INACTIVE`                           |
| **Move to Draft** | Available for `INACTIVE` limits; returns to `DRAFT` |
| **Delete**        | Permanently deletes limit with confirmation         |

<Warning>
  An `ACTIVE` limit must be deactivated before moving back to `DRAFT`.
</Warning>

## Creating a new limit

***

<Steps>
  <Step>
    Click **New Limit**.
  </Step>

  <Step>
    Fill the side panel:

    | Field           | Required | Notes                                                                                                               |
    | --------------- | -------- | ------------------------------------------------------------------------------------------------------------------- |
    | **Name**        | Yes      | Limit name                                                                                                          |
    | **Description** | No       | Limit context                                                                                                       |
    | **Limit Type**  | Yes      | `DAILY`, `WEEKLY`, `MONTHLY`, `CUSTOM`, `PER_TRANSACTION`. `CUSTOM` reveals **Start Date** and **End Date** fields. |
    | **Currency**    | Yes      | `BRL`, `USD`, `EUR`                                                                                                 |
    | **Max Amount**  | Yes      | Numeric max amount                                                                                                  |
    | **Scope**       | No       | Context restrictions                                                                                                |
  </Step>

  <Step>
    Click **Create**.
  </Step>
</Steps>

New limits are created in `DRAFT` status.

## Editing a limit

***

Open **Details** to edit. The Console only allows saving changes for `DRAFT` limits and shows **Only draft limits can be edited** otherwise.

`Limit Type` and `Currency` are locked when editing an existing limit.

## Scope

***

Scope conditions support:

| Scope type       | Input                                      |
| ---------------- | ------------------------------------------ |
| Account          | UUID                                       |
| Merchant         | UUID                                       |
| Segment          | UUID                                       |
| Portfolio        | UUID                                       |
| Transaction Type | Selector (`CARD`, `PIX`, `WIRE`, `CRYPTO`) |
| Sub Type         | Text                                       |

Use **Add Condition** to add scope entries.

## Related

***

* [Spending limits](/en/tracer/spending-limits) - Conceptual guide
* [Create limit](/en/reference/tracer/create-limit) - API reference
* [Update limit](/en/reference/tracer/update-limit) - API reference
* [Retrieve limit usage](/en/reference/tracer/retrieve-limit-usage) - API reference