Activity Log

Activity Log

The activity log records actions taken in your workspace, showing who made changes, what was changed, and when. It's your audit trail for shared financial management.

What's Tracked

Transaction Activity

• Added - New manual transactions
• Edited - Changed amount, date, merchant
• Categorized - Category assignments
• Tagged - Tags added or removed
• Deleted - Removed transactions

Account Activity

• Connected - New account connections
• Disconnected - Account removals
• Renamed - Account nickname changes

Organization Activity

• Categories - Created, edited, or deleted
• Tags - Created, edited, or deleted
• Auto-Rules - Created, modified, or deleted
• Rule application - When rules process transactions

Budget Activity

• Created - New budgets
• Modified - Budget amount or period changes
• Deleted - Removed budgets

Membership Activity

• Joined - New members accepted invitations
• Left - Members who left the workspace
• Removed - Members removed by owners
• Role changed - Permission changes

Viewing the Activity Log

Accessing the Log

1. Open your workspace
2. Go to the "Activity" tab or section
3. View recent activity

Activity Feed

The feed shows activities in reverse chronological order:

• Most recent at the top
• Scroll down for older activity
• Each entry shows who, what, and when

Activity Entry Format

Each entry includes:

• Who - Which member performed the action
• What - Description of what changed
• When - Date and time
• Details - Specifics (transaction amount, category name, etc.)

Filtering Activity

By Person

See only one member's activity:

1. Open the activity log
2. Tap to filter
3. Select a specific member
4. View their actions

By Type

Filter to specific activity types:

• Transaction changes
• Budget modifications
• Category/tag updates
• Membership changes

By Date Range

View activity from a specific period:

• Today
• This week
• This month
• Custom date range

Understanding Activity

Transaction Edits

When someone edits a transaction:

Sarah edited transaction:
Amazon.com - $52.99
Changed category from "Shopping" to "Office Supplies"
Today at 2:34 PM

Category Changes

When categories are modified:

Mike created category:
"Home Office" under "Shopping"
Yesterday at 10:15 AM

Budget Updates

When budgets change:

Sarah modified budget:
"Groceries" - Changed from $500/month to $600/month
3 days ago

Membership Changes

When people join or leave:

Alex joined as Member
Invited by Sarah
Last week

Using the Activity Log

Staying Informed

In shared workspaces:

• Check activity regularly
• See what others have done
• Stay aligned on changes

Finding Changes

If something looks different:

• Check the activity log
• Find who made the change
• Understand the context

Tracking Patterns

Over time, activity shows:

• Who's most active
• What types of changes happen
• When activity peaks

Coordination

Use activity to coordinate:

• See that someone already categorized transactions
• Avoid duplicate work
• Know what's been done

Activity and Notifications

Activity vs. Notifications

• Activity log - Complete record of all changes
• Notifications - Alerts for important events you should know about

Not everything in activity triggers notifications. The log is comprehensive; notifications are selective.

Notification Settings

Configure which activities trigger notifications:

• New member joined
• Large transaction added
• Budget exceeded

See Notification Settings.

Privacy in Activity

What's Visible

All workspace members can see:

• All activities in the log
• Who performed each action
• Details of changes

Transparency

This transparency is intentional:

• Accountability for changes
• Clear record of history
• No hidden modifications

Personal Activity

Your personal workspaces also have activity logs:

• Only you see them
• Useful for your own records
• Track your history

Retention

How Long Activity Is Kept

Activity records are retained:

• As long as the workspace exists
• Older activity may archive
• Important events are always kept

Deleted Items

When transactions or other items are deleted:

• The deletion is recorded
• You can see what was deleted
• Original details are preserved in the log

Best Practices

Regular Review

Check the activity log periodically:

• Weekly for active workspaces
• After major changes
• When something seems different

Communication

Use activity to prompt discussion:

• "I noticed you changed the category for X..."
• "Should we update the budget for Y?"
• "Thanks for adding those transactions"

Learning

Activity shows patterns:

• How others organize transactions
• Category conventions being used
• Workflow preferences

Troubleshooting with Activity

Finding When Something Changed

If data looks wrong:

1. Open activity log
2. Filter to relevant type
3. Find the change
4. See who made it and when

Reverting Changes

Activity doesn't provide automatic undo, but:

1. See what the previous value was
2. Manually restore if needed
3. Know the context

Understanding Auto-Rule Effects

When auto-rules run:

• Activity shows which transactions were affected
• What changes were made
• Rule that triggered it

Related Features

• Workspaces - Shared workspace management
• Roles & Permissions - Who can do what
• Push Notifications - Get alerted to important activity
• Auto-Rules - Automated changes that appear in activity