Read-only access and subscription limits
If portfolio actions are disabled, your account may currently have read-only access.
What read-only access means
Logged-in users without an active subscription can read and view their own portfolio data. They cannot perform write or mutation actions.
What you can still view
- Portfolio overview data.
- Accounts, categories, assets, and positions that belong to you.
- Transaction and cash history that already exists.
Actions that require write access
- Creating, editing, deleting, or reordering accounts and categories.
- Adding, editing, or deleting transactions.
- Changing portfolio settings.
- Adding or changing cash and valuation entries.
If a button is disabled
A disabled action usually means the current user does not have write access for that action. Check your subscription status and account access before trying again.