Money OS
Teams & Collaboration

Audit Logs

Every action in Money OS is recorded. Learn how to search, filter, and export the audit trail for compliance, accountability, and debugging.

What the Audit Log Records

Every write operation in your Money OS workspace creates an immutable audit log entry.

Logged events include:

CategoryLogged Actions
TransactionsCreated, edited, deleted, bulk-edited, imported, exported
BudgetsCreated, modified, deleted
ClientsCreated, edited, deleted, archived
TeamMember invited, role changed, member removed
SettingsWorkspace renamed, currency changed, integrations connected
DataFull data export triggered
AuthLogin, logout, failed login attempt, 2FA enabled/disabled

Read-only actions (viewing pages, generating reports) are not logged — only actions that change data.


Audit Log Entry Structure

Each audit entry contains:

FieldDescriptionExample
ActorWho performed the actionAlice (alice@agency.com)
ActionWhat was donetransaction.updated
TargetWhat was acted onTXN-2025-01-4821
DetailSpecifics of the changecategory: Marketing → Software
IP AddressNetwork origin103.21.x.x
TimestampExact time (UTC)2025-01-15 14:32:07 UTC

Searching the Audit Log

Navigate to Audit Logs in the left sidebar.

Filter options:

  • Date range — From a single day to your full account history
  • Team member — Filter by a specific actor
  • Action type — Filter by event category (transactions, budgets, settings, auth)
  • Search — Full-text search across actor names, actions, and targets

Filters combine. Example: “Show all transaction deletions by member Bob in December 2024.”


Reading an Entry

Click any audit log row to expand the full detail view.

The expanded view shows:

  • The exact field values before and after the change (for edits)
  • The full transaction data at the time of deletion (for deletes)
  • The IP address and browser user agent

This detail is critical for reconstructing what happened in ambiguous situations.


Common Audit Log Use Cases

Monthly close: Run the audit log for the month before exporting financial data, to verify no unauthorized edits occurred.

Team accountability: If you notice unexpected transactions or deleted entries, filter by team member and date to identify who made the change.

Compliance: Export audit logs for any time period to provide an activity trail to auditors.

Security review: Filter for auth.* events to review login history. Any unfamiliar IP addresses or repeated failed login attempts should trigger a security review and password rotation.


Exporting Audit Logs

Click Export → CSV from the filtered audit log view.

The CSV export contains all visible columns including the full detail payload. Import into Excel or your compliance tool for advanced analysis.

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