When a household is manually updated with a change to a member or financial, the associated fields are updated to that date. Integrations dates are updated upon sync only when the dollar value has changed. Below is a list of places to view the date of the latest change to a household and a financial.

If a household had edits made by the advisor, the "Data Collected" field in the Details section displays the date of edit.

This is also shown in a Data Collected column on the Household's Financials page.

The Household Index has a column called "Last Mod." This will also show the last time something was manually edited in the household.

Synchronizing with an integration will update the Data Collected field only if the dollar value of the financial was changed by the integration.

9/2025