Basic
Available activity only
Basic is a bank-activity visibility layer. It does not promise budget records, fund records, planning tools, or accounting classifications.
Pro
Budgets and funds
Use configured budget and fund context when a community reviews a supported expense.
In a supported Pro workflow
Give a spending decision its financial context.
- Configured operating, reserve, or special-assessment context
- The budget version or source chosen by the community
- Related requests and supporting financial evidence
- Configured checks before a supported instruction proceeds
Product scope
Bank activity in Basic. Configured context in Pro.
Pro
Configured budget and fund checks
Pro can use configured budget and fund context as part of a supported spending workflow.
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