Check when a budget was set up and what has changed since, for example to see when its amount went up or when a group was added.
Before you start
You need Admin access, or Manager access as an owner of the budget.
Open the history
In the sidebar, select Manage › Budgets.
Open the budget's menu (...) and select View History.
The History panel opens with the newest changes first, grouped by day. Times are shown in your own time zone.
What the history records
Entry | What it means |
Budget created by name | Who created the budget. The first entries that day show its starting owners, groups, amount, recurrence and start date. |
Updated Budget Amount: amount | The new amount per member, or a currency change. |
Updated to n budget owners | The number of owners after a change. |
Updated to n groups | The number of groups after a change. |
Set recurrence to cycle / Set start date to date | The recurrence and start date. |
Good to know
Owner and group changes show a count, not names. "Updated to 2 groups" doesn't tell you which group was added or removed.
Only creation shows who did it. Later entries don't name the person who made the change.
Requests aren't listed here. Each request has its own View History.