Workspaces

A workspace is an isolated set of finances — its own accounts, transactions, books and members. This keeps personal and business money cleanly separated.

Personal vs business

• Personal workspaces focus on budgeting, goals, savings and net worth.
• Business workspaces add invoicing, vendors, tax, payroll and full accounting reports.

Switch & create

Use the workspace switcher (top of the app) to move between them or Create workspace. If you run multiple businesses, create a workspace per entity; consolidated and intercompany views are available for businesses that need them.