Admins, bookkeepers, budget owners, and members can view the history of a budget through the Spend Center mobile app or on a web browser. Admins and bookkeepers can view the history of any budget in their account; budget owners and members can view the history of any budget they are part of.
The following events are included in the budget history:
Budget created
Budget settings changed
Card added to budget
Card closed
Card moved to new budget
Reimbursement request
Reimbursement request approved/denied
Role changed within budget (e.g., someone is made a budget owner)
Users or cards added to budgets
View history from a web browser
In the Navigation Menu, select Budgets
Select the budget you want to view
Select the Options icon (three dots in the top right of the page)
Select View budget history
View the budget history
To filter the History window, select Filters
Budget History Filters
You can filter the budget history by event type, name, and date range.
To filter by event type, select the Event Type drop-down menu
Note: Event type filter options include card fund assignments, requests and approvals, roster changes, and budget settings.
To filter by users involved in budget events, select the Name drop-down menu
Then select any budget members you want to include in the filter
To filter by date range, select the Date Range fields to select a date or enter your dates manually
Any applied filters display in the History window
To remove a filter, select the Remove icon for the filter
To remove all filters, select the Remove filters link
View history from the mobile app
In the Navigation Bar, tap the Budgets icon
Note: If the Budgets icon is not in your Navigation Bar, tap the More icon, then tap the Budgets link.
Tap the budget you want to view
Tap the Options icon (three dots in the top right of the screen)
Tap the View budget history link
View your budget history
To filter the Budget History page, tap the Filter icon
To filter by event type, tap the Event Type field. Event type filter options include card fund assignments, requests and approvals, roster changes and budget settings.
To filter by users who have received or requested funds in the budget, tap the Name field.
To filter by date range, tap the Date Range field.
Once you have applied your desired filters, you can view any current filters
To clear all applied filters, tap the Clear link
To apply all selected filters, tap the Apply button
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