> ## 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

> Configure transaction spending caps and thresholds — per transaction, daily, weekly, monthly, or custom period — scoped to accounts, segments, or transaction types.

Use the **Limits** page in the Tracer module to configure transaction spending caps and thresholds. Limits can be applied per transaction, daily, weekly, monthly, or custom period, and can be scoped to specific accounts, segments, or transaction types.

## Accessing the Limits page

***

Select **Limits** in the left sidebar to open the **Transaction Limits** page. Expand the **What is a Limit?** panel at the top for a quick refresher on how limits enforce spending thresholds.

## Filtering limits

***

Use the filter bar at the top of the page to narrow results:

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

A page-size selector alongside the filters controls how many items are loaded per page.

## Limit cards

***

Limits are displayed as a grid of cards rather than a table. Each card shows the limit name, type, currency, maximum amount, status, and any configured scopes.

### Limit statuses

| Status       | Description                                          |
| ------------ | ---------------------------------------------------- |
| **Active**   | The limit is being enforced on incoming transactions |
| **Inactive** | The limit exists but is not currently being enforced |
| **Draft**    | The limit is being configured and is not yet active  |

## Limit actions

***

Use the actions menu on each limit card to perform the following operations:

| Action            | Description                                                                                                                     |
| ----------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| **Details**       | Open the limit detail sheet. The sheet is editable only when the limit is in Draft status                                       |
| **Delete**        | Permanently delete the limit (requires confirmation)                                                                            |
| **Activate**      | Move the limit to active status                                                                                                 |
| **Deactivate**    | Move the limit to inactive status                                                                                               |
| **Move to Draft** | Return the limit to draft status for editing. Only available when the limit is **Inactive** — deactivate an active limit first. |

<Warning>
  Deleting a limit is permanent and cannot be undone. The confirmation dialog reads: "You are about to permanently delete this limit. This action cannot be undone. Do you wish to continue?"
</Warning>

## Creating a new limit

***

<Steps>
  <Step>
    Click the **New Limit** button on the Limits page.
  </Step>

  <Step>
    Fill in the limit fields in the **Create Limit** sheet:

    | Field           | Required | Description                                                                                                                                                      |
    | --------------- | -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | **Name**        | Yes      | A descriptive name for the limit (e.g., "Daily PIX Limit")                                                                                                       |
    | **Description** | No       | A text description of the limit's purpose                                                                                                                        |
    | **Limit Type**  | Yes      | The frequency of the limit: Daily (default), Weekly, Monthly, Custom, or Per Transaction                                                                         |
    | **Currency**    | Yes      | The currency for the limit amount: BRL (default), USD, or EUR                                                                                                    |
    | **Max Amount**  | Yes      | The maximum transaction amount. Enter the numeric value (e.g., `5000.00` for R\$ 5,000.00). A currency symbol prefix is displayed based on the selected currency |
    | **Scopes**      | No       | Optional scope restrictions (see [Scope builder](#scope-builder) below)                                                                                          |
  </Step>

  <Step>
    Click **Create** to save the new limit.
  </Step>
</Steps>

The limit is created in **Draft** status. You must activate it before it starts enforcing thresholds.

<Warning>
  The **Limit Type** and **Currency** fields cannot be changed after creation. Make sure to set these correctly before creating the limit.
</Warning>

## Editing a limit

***

<Steps>
  <Step>
    Locate the limit card and select **Details** from the actions menu.
  </Step>

  <Step>
    Update the fields in the **Edit Limit** sheet.
  </Step>

  <Step>
    Click **Save** to apply your changes.
  </Step>
</Steps>

Selecting **Details** opens the limit sheet. To make changes, the limit must be in **Draft** status — use **Move to Draft** first.

## Scope builder

***

In the console, this section is labeled **Scope** and each entry is called a **condition**. The scope builder lets you restrict a limit to specific accounts, merchants, segments, or transaction types. You can add multiple conditions to a single limit.

| Scope                | Input type      | Validation                             |
| -------------------- | --------------- | -------------------------------------- |
| **Account**          | UUID text input | Must be a valid UUID                   |
| **Merchant**         | UUID text input | Must be a valid UUID                   |
| **Segment**          | UUID text input | Must be a valid UUID                   |
| **Portfolio**        | UUID text input | Must be a valid UUID                   |
| **Transaction Type** | Select dropdown | Card, PIX, Wire, Crypto, ACH, Internal |
| **Sub Type**         | Free text input | Maximum 50 characters                  |

To add a condition, click **Add Condition**, select the scope type, and enter the value. Remove a condition by clicking the remove button next to it.

## Related

***

* [Spending limits](/en/tracer/spending-limits) — Conceptual overview
* [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