> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tilt.now/llms.txt
> Use this file to discover all available pages before exploring further.

# See who changed an account and why

> Use History to inspect changes, compare saved values, and open the conversation behind a change.

Use **History** to investigate a change to a client account, review who acted, and follow the conversation behind it. History also appears on client, household, and model pages.

## 1. Open History for the right scope

Open **Clients**, find the client or household, and choose the scope you want to review. Then select **History**.

| Scope | Where to look | What the view includes |
| - | - | - |
| One account | Select the account by name, then **History**. | Entries for that account. When the client has only one account, this view also includes client-level entries. |
| A client with several accounts | Select **All accounts**, then **History**. | Client-level entries and entries for the client's accounts. |
| A client without accounts | Open the client, then **History**. | The client's recorded history, even after the last account has been deleted. |
| A household | Open the household, then **History**. | Entries for the household, its clients, and their accounts. |
| A model | Open the model from **Models**, then **History**. | Entries for that model. |

Check the name above the view before interpreting a row. An entry appears on the objects it concerned when it was recorded. Moving a client to another household does not move earlier entries to the new household.

## 2. Read the row

History lists the newest entries first, grouped by day. Dates and times use your browser's local time zone. Scroll down to load older entries automatically.

On a wide screen, read the columns from left to right:

| Column | How to read it |
| - | - |
| **Time** | When the action happened, under its day heading. |
| **Applies to** | The client or account concerned on a household view. Client-wide History labels this column **Account**. Account and model views omit the column because the page supplies the scope. |
| **What happened** | The action and, when present, the fields it changed. An arrow reads as old value → new value. |
| **By** | The person who acted, **Tilt Agent** with the person it acted for, or **Tilt** for a system action. |
| **Source** | **Conversation** when you can open the conversation behind the action, **Private conversation** when you cannot, or a dash when there is no conversation reference. |

![Alex Morgan account with History selected. The table shows Time, What happened, By, and Source. The latest Changed settings row lists three tax fields and a Show all 4 changes button. Source shows a dash for these direct app changes.](https://mintcdn.com/tilt/v1NVEs2j1xvsPaG2/images/advisor/history-account.jpg?fit=max\&auto=format\&n=v1NVEs2j1xvsPaG2\&q=85\&s=e3d7d2a5df22dc9dd5841138e0b704dd)

On a narrow screen, the same information appears as a list under each day. Conversation links read **From a conversation**.

If the view says **No history yet.**, there are no recorded entries for that scope. See [History coverage](/advisor/history-coverage) before treating an empty view as evidence that nothing happened.

## 3. Inspect every changed field

Under **What happened**, select **Show all N changes** when the row contains more fields than it displays. If a value is shortened, select **Show the full change** or **Show the full changes**.

The row expands in place to show every listed field with its complete **Before** and **After** values, including multiline lists and objects. **not set** means the value was absent or empty; switches read **on** and **off**. Select **Show less** to return to the compact row.

![Expanded Alex Morgan History entry showing Before and After values for Tax gamma, Long term rate, Short term rate, and Ordinary income tax rate, followed by Show less. Advisor email addresses are blurred.](https://mintcdn.com/tilt/v1NVEs2j1xvsPaG2/images/advisor/history-changes-expanded.jpg?fit=max\&auto=format\&n=v1NVEs2j1xvsPaG2\&q=85\&s=c1e89c63c3455163dd493b8f238b5b09)

A proposal or automation entry can describe a decision or outcome without listing changed settings. Read the action as well as any field values. For example, **An automation ran, no changes** records a completed check that made no changes.

## 4. Open the conversation behind the change

Select **Conversation** in **Source**, or **From a conversation** in the narrow layout. Read the request and review discussion alongside the row's saved changes.

An entry remains visible even when you cannot open its conversation. In that case, the table says **Private conversation**; the narrow layout says **From a conversation you don't have access to**. History does not grant access to the conversation. A dash in **Source** does not mean the action had no cause; direct app actions and system jobs need not have a conversation.

For supervision, check [what History records and what it leaves out](/advisor/history-coverage). To review the trade decision itself, follow [Review a rebalance](/advisor/review-rebalance).


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