Next User Type: All
Admins, bookkeepers, budget owners, and budget members can open the history of a budget through the J.P. Morgan Next mobile app or on a web browser. Next admins and bookkeepers can open 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 settings changed
Cards moved to new budgets
Fund requests from that budget
Fund request approvals or denials
Roles changed within budgets (e.g., When someone is made a budget owner)
Users or cards added to budgets
Who funds were sent to and how much was sent
You can also see the history of funds as they relate to an individual. Per member of a budget, admins or owners can see:
Funds they were sent
Fund requests
If a fund request was approved or denied
Admins, bookkeepers, and budget owners can view all events for the budget. Budget members can only see events that relate to themselves.
View budget history from a web browser
In the Navigation Menu, select Budgets
Select the budget
Select the Options (three dots) icon
Select View budget history
View the History sidebar
To filter the History sidebar, select Filters
You can filter the budget history by event type, name, and date range
To filter by event type, open the Event type drop-down menu
Event type filter options include fund assignments, requests and approvals, roster changes, and budget settings
To filter by users who have received or requested funds in the budget, open the Name drop-down menu
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 sidebar
To remove a filter, select the Remove icon for the filter
To remove all filters, select Remove filters
View budget history from the mobile app
In the Navigation Bar, tap Budgets
If the Budgets icon is not in your Navigation Bar, tap More, then tap Budgets
Tap the budget you want
Tap the Options (three dots) icon
Tap View budget history
View the 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 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 Clear
To apply all selected filters, tap Apply
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