Permission reference - Geldee

Permissions are generated from the same choices used by Geldee. Each request still checks the actual authorization. Read how access works.

Read access

Permission	What it covers	Account restriction	Required reads
`snapshot:read`	Money overview. Summarized income, spending, balances, wealth and goals.	All accounts	None beyond this permission
`trends:read`	Spending trends. Monthly category totals and how complete the records are.	All accounts	None beyond this permission
`months:read`	Monthly summaries. Recorded income and spending for a selected month.	All accounts	None beyond this permission
`recurring:read`	Bills and subscriptions. Saved bills, contracts and upcoming obligations. Detected charge names need Transaction details.	All accounts	None beyond this permission
`wealth:read`	Asset and debt details. Individual values, source names, terms and recorded valuation history.	All accounts	None beyond this permission
`transactions:read`	Transaction details. Descriptions, notes, dates, amounts, categories, splits and trips. May include people’s names.	Selected accounts supported; action-specific restrictions still apply	None beyond this permission
`accounts:read`	Accounts. Account names, balances, dated balance history and bank connection health.	Selected accounts supported; action-specific restrictions still apply	None beyond this permission
`categories:read`	Categories. Your category names and financial kinds. This catalog is shared across the workspace.	Selected accounts supported; action-specific restrictions still apply	None beyond this permission
`budget:read`	Budget and goals. Saved spending plans, category allocations, savings goals and progress.	All accounts	None beyond this permission
`rules:read`	Saved rules. Keyword rules and their category choices. The rules apply across the workspace.	All accounts	None beyond this permission
`context:read`	Saved financial context. Approved notes, decisions and their history, shared between your conversations.	All accounts	None beyond this permission

Direct editing

Permission	What it covers	Account restriction	Required reads
`transactions:write`	Transactions. Edit transaction categories, add manual expenses, split spending and apply saved rules when Saved rules read access is also selected.	Selected accounts supported; action-specific restrictions still apply	`transactions:read`, `categories:read`
`trips:write`	Trips. Create and rename trips, and assign transactions to trips.	Selected accounts supported; action-specific restrictions still apply	`transactions:read`
`recurring:write`	Bills and subscriptions. Create and update saved bills and subscriptions.	All accounts	`recurring:read`, `categories:read`
`assets:write`	Assets. Create and update recorded assets and their values.	All accounts	`wealth:read`
`liabilities:write`	Debts. Create and update recorded debts and their balances.	All accounts	`wealth:read`
`categories:write`	Categories. Create and rename categories.	All accounts	`categories:read`
`budget:write`	Budget and goals. Set the spending budget and create, update or remove savings goals.	All accounts	`budget:read`
`rules:write`	Saved rules. Create, update and delete saved category rules. Editing transactions is a separate choice.	All accounts	`rules:read`, `categories:read`
`context:write`	Saved financial context. Save, update and resolve financial notes and decisions.	All accounts	`context:read`
`imports:write`	Statement imports. Import statement rows into your recorded transactions.	All accounts	`transactions:read`, `accounts:read`, `categories:read`, `rules:read`, `recurring:read`

Proposals

Permission	What it covers	Account restriction	Required reads
`changes:propose`	Propose changes. Submit an exact before-and-after proposal. Every proposal needs your approval in Geldee.	Selected accounts supported; action-specific restrictions still apply	Depends on the proposed change

Selecting all reads never grants proposals or editing. The legacy changes:write value provides no editing authority and is not offered as a permission.