## Supported amount edits
The assistant can prepare an absolute amount update for one existing manual portfolio balance, detailed income line, or detailed expense line. Amounts are nominal USD and the proposed change always applies to the Baseline plan, not a scenario.
## Review before applying
An assistant proposal does not save anything. Review the current and proposed values on the confirmation card, then click **Apply** to make the change. The proposal changes only the amount; names, frequency, ownership, schedules, and other settings stay unchanged.
## Read-only and unsupported requests
Linked institution and Plaid balances are read-only in chat. Relative changes such as “increase by $10,000” or “cut 10%,” bulk edits, and creating or deleting lines are not supported in this flow. Give one absolute target amount, including `/month` or `/year` when needed for a recurring income or expense line.
Educational content only—not personalized investment, tax, or legal advice.