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

# Navigator checkups and action plans

> Create saved Navigator checkups, build action plans from your forecast, and use reminder emails for due Navigator actions.

Navigator checkups and action plans turn your forecast into something you can review and act on. A checkup is a saved snapshot. An action plan is a short list of steps based on the current forecast and latest checkup.

## Create a checkup

Open CalBudget Navigator and select Checkup. Navigator reviews the selected account and saves a reusable snapshot with:

* A short title
* A summary of what it sees
* A risk level
* The low-balance date, when available
* The projected finish, when available
* A short list of suggested action items or watchlist items

Use checkups when you want to preserve a point-in-time read before making calendar changes.

## Refresh a checkup

After you update transactions, recurring schedules, or account balances, refresh the checkup. The new checkup appears at the top of the recent checkup list.

Navigator keeps recent checkups so you can compare what changed over time.

## Build an action plan

Select Plan or Build to create a Navigator action plan. Navigator uses the current forecast and latest checkup to create a small number of specific steps.

Action plan items can include:

* A title
* A short description
* Priority
* Due date, when relevant
* Open, completed, or dismissed status

The point is to protect the tightest dates, not to create a long task list.

## Complete or dismiss actions

Mark an action complete when you have handled it. Dismiss an action when it no longer applies.

If you make major calendar changes, rebuild the plan so Navigator can work from the updated forecast.

## Action reminder emails

Navigator can send reminder emails for open Navigator actions that are due now or coming up soon. These reminders are for Navigator action plan steps.

They are not the same as general bill reminders. Do not rely on this feature as a complete bill reminder system unless the product specifically shows that reminder workflow for your account.

## When to use this workflow

Use checkups and action plans when:

* You are near a low-balance date
* You want to prepare before the next paycheck
* You changed several bills and want a fresh read
* You share a budget and want a clear next step
* You need a reminder for a Navigator action

Navigator action plans are informational planning help, not financial, legal, tax, or investment advice.