See every transaction a Budget Member has made against a Budget, including past cycles, directly from the Budget Member table on the Budget's Overview page.
Steps
- Open the relevant Budget.
- In the Budget Member table on the Budget's Overview page, click the Budget Member you want to review.
What happens next
You'll land on that member's transaction page, showing every transaction they've made against the Budget, not just the current cycle.
- A Budget Period column marks each transaction as Current or Previous, so you can tell them apart at a glance.
- The total at the top of the page ("Spent this period") stays scoped to the current cycle only; it's the transaction list below it that spans more than one period.
This page also shows the Category and GST (or Tax, if your business uses Weel's Tax Rates system) recorded against each transaction, but the page is view-only. To update the Category, GST, or tax rate on any transaction, go to the Transactions page, where both fields can be edited inline.
Any Budget Member can click through to another member's row, but what you see depends on your permissions. Budget Owners, Admins, Owners, and Accountants see the full transaction list for any member of the Budget. A Team Member who isn't a Budget Owner on that Budget only sees their own row's data, and gets a "no transactions" message when clicking into someone else's row, even though the Budget has transactions there.