diff --git a/CLAUDE.md b/CLAUDE.md
index 51b0ee7..6a88b54 100644
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -64,7 +64,7 @@ Any value without `://` is treated as a local path by `.is_local_path()` and rea
 
 **Version:** 0.1.0 (pre-release)  
 **Branch:** `main`, commit `d65e9fe`  
-**Tests:** 763 PASS / 0 FAIL / 0 SKIP (measured `testthat::test_local()`, 2026-08-03)  
+**Tests:** 764 PASS / 0 FAIL / 0 SKIP (measured `testthat::test_local()`, 2026-08-03, on the tree including the balance_caveats schema test)  
 **CI:** Gitea Actions green (`.gitea/workflows/ci.yml`)
 
 ### Completed (Tasks 2.1–2.7)
diff --git a/R/balances.R b/R/balances.R
index f521a7f..5f755f3 100644
--- a/R/balances.R
+++ b/R/balances.R
@@ -42,10 +42,10 @@
 #'   wide era to the modern one.
 #'
 #' @return Tibble with columns `year`, `canonical_govid`, `gov_name`,
-#'   `balance_subtype`, `category`, `amt_nominal`, optional
-#'   `amt_per_capita_nominal` and `pop_source` (when `per_capita = TRUE`),
-#'   optional `amt_real` and `amt_per_capita_real` (when `adjust_to_year` is
-#'   set), `codes_included`, `aggregate_fallback`, `notes`. Amounts are full
+#'   `balance_subtype`, `category`, `amt_nominal`, `codes_included`,
+#'   `aggregate_fallback`, plus optional `amt_per_capita_nominal` and
+#'   `pop_source` (when `per_capita = TRUE`), and optional `amt_real` and
+#'   `amt_per_capita_real` (when `adjust_to_year` is set). Amounts are full
 #'   US dollars.
 #'
 #'   Carries a `provenance` attribute matching
diff --git a/man/cog_balances.Rd b/man/cog_balances.Rd
index f3e40b9..9b96b97 100644
--- a/man/cog_balances.Rd
+++ b/man/cog_balances.Rd
@@ -47,10 +47,10 @@ wide era to the modern one.}
 }
 \value{
 Tibble with columns `year`, `canonical_govid`, `gov_name`,
-  `balance_subtype`, `category`, `amt_nominal`, optional
-  `amt_per_capita_nominal` and `pop_source` (when `per_capita = TRUE`),
-  optional `amt_real` and `amt_per_capita_real` (when `adjust_to_year` is
-  set), `codes_included`, `aggregate_fallback`, `notes`. Amounts are full
+  `balance_subtype`, `category`, `amt_nominal`, `codes_included`,
+  `aggregate_fallback`, plus optional `amt_per_capita_nominal` and
+  `pop_source` (when `per_capita = TRUE`), and optional `amt_real` and
+  `amt_per_capita_real` (when `adjust_to_year` is set). Amounts are full
   US dollars.
 
   Carries a `provenance` attribute matching