Changes to accounts, categories and transactions made by non-admin members wait here until an admin approves them.
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Approval rules
Turn approval off for a type of change to let members and auditors apply it directly, without waiting for an admin.
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Family settings
Admins can record a transaction with any date. Members and auditors can freely pick a date within this many days of today — an older date is sent to an admin for approval.
Family members
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Delegated access
Let one family member record transactions for another — for example a parent acting for a Child, who has no login of their own. Visible to admins only. Who really performed each action still shows up in the change log and transaction activity.
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Purchase categories
Inactive categories stay on past transactions but are hidden from the category picker on new purchases.
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Monthly budgets
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Change log
Full history of changes to accounts, categories and transactions — visible to admins and auditors.
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Error logs
Unexpected errors the app showed as "Please try again or contact support" — the real detail, for troubleshooting. Visible to admins only.