Planning a Peula
Review Finance Activity
Use the Finance Activity tab to trace the transactions behind each tzevet's budget.
How to do it
- 1Open Finance and choose Activity from the bottom navigation.
- 2Review the transaction list to see the expenses and other budget changes recorded for the shevet.
- 3Open an entry when you need its details, then use the amount, date, and linked context to reconcile a budget card.
- 4Return to Overview after reviewing activity to see the updated budget totals and charts.
If you cannot do this
- An empty activity list means no finance transactions have been recorded for this shevet.
- Editing or removing a transaction is limited by your finance permission and is disabled in archived shevatim.
Where to look
Activity
the Finance page