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Audit Trail
The Audit Trail page is a chronological, append-only log of financial and compliance actions across your personal account and all of your businesses.
Entries are generated automatically when you use Tax, Compliance, and Budget features — you cannot add, edit, or delete them. The log displays up to 200 of the most recent entries, grouped by date, and combines your personal activity with per-business activity in a single unified view.
Reference
- Action
- The type of event recorded. Recognized values are: created, updated, deleted, filed, approved, and exported. Each is color-coded and shown with a corresponding icon.
- Entity type
- The category of object the action was performed on (e.g., a tax filing, budget item, or compliance record), shown next to the action label.
- Scope
- Indicates whether the entry belongs to your Personal account or to a specific business, shown by name in the timestamp area of each row.
- Actor email
- The email address of the user who performed the action, shown when present. Useful for multi-user business accounts.
- Entity ID
- The internal identifier of the affected record, displayed in monospace type at the bottom of each entry for reference.
- Notes
- Optional free-text annotation attached to an audit entry, displayed in italics when present.