Every change made to your forecast, whether by you, a team member, Claude, ChatGPT, or a Zapier automation, is recorded in the Audit Trail. It's an uneditable log of who did what and when. Use it to stay on top of your data, trace anything unexpected, and undo changes when something looks off.
Opening the Audit Trail
From the Forecast page, click the clock icon in the top-right toolbar:
Every change across your account, sorted newest first. You can filter by date range, record type, user, or source.
Reading an entry
Each row in the log tells you at a glance:
Who - the name of the person or system that made the change, along with a badge or icon showing where it came from.
What - the type of record (projection, bill, scenario…) and the name of the specific item.
When - the exact date and time.
Click any row to expand it and see a side-by-side comparison of exactly what changed - the value before and the value after.
History for a specific item
You don't need the full log to investigate a single record. On any row in Bills, Invoices, Estimates, Purchase Orders, Sales Orders, or the Projections table, open the ⋮ menu on the right side of the row and choose View change log.
A panel slides in showing only that item's history - useful when you're looking at a specific bill and want to see what changed, without scrolling through everything else.
Undoing a change
Some entries show a small undo button - a curved arrow. Click it, confirm in the dialog, and Cash Flow Frog restores the previous state. The button appears when you can actually reverse the action: when you made the original change yourself, or when you're the company owner.
The undo is recorded as a new entry in the log, labelled Undid - nothing disappears silently, and you can always see what was reversed and when.
Some actions are permanent
Uploaded bank feeds, deleted scenarios, and sent scheduled reports cannot be undone. When no undo button appears on an entry, the change is permanent.
Access & permissions
The Audit Trail is available to all active users on your account. Team members with view-only access cannot see the change log or undo actions.