Team
Activity log
ProEvery change made inside a team, who made it and when: what the activity log records, how to filter it, and who can see it.
The activity log lists every change made inside a team, who made it and when, so its members can see how the ledger reached the state it is in. The activity log needs Pro.
What is recorded
Every time something in the team is created, changed or deleted, the log records what changed, from what and to what:
- transactions and transfers, and the tags on them;
- accounts, and the currencies added to or removed from them;
- tags, budgets and recurring rules;
- invitations, members joining or leaving, and role changes;
- the team's name and handle, and its subscription.
Changes made together, such as a transfer with its two sides and its fees, are grouped into one entry. Transactions recorded by a recurring rule appear like any other. Changes made through an AI assistant name the assistant that made them.
Reading the log
Open Activity in the sidebar. Filter the list by Record to see only one kind of change, by Member to see what one person did, or by Date. Open an entry to see its details, with the values before and after the change.
Who can see it
Owners and admins can see the activity log; members cannot. See Members and roles.
How far back
Entries are kept for a year, then removed.
On the Free plan
The log keeps recording on every plan, but a Free team sees the Activity page locked. Moving to Pro shows everything recorded in the past year.