Workspaces are fully isolated data containers. Each workspace has its own accounts, transactions, budgets, goals, and collaborators. You can switch between workspaces instantly without logging out.
How it works
- Strict Isolation: No data ever leaks or crosses between workspaces.
- Switch Instantly: Click your workspace selector in the top-left corner and choose another workspace. The transition takes less than 100ms.
- Family vs. Business: Keep your business ledger completely separate from family spending to make tax season stress-free.
- Unique Configs: You can choose different budgeting styles (Flexible vs. Allocation) and default currencies for each workspace.
Limitations
- Subscriptions and plans apply to your entire account, but quotas (like member limits or storage) are tracked per workspace.
- You cannot move transactions or accounts directly between workspaces.
Common Questions
How many workspaces can I have?
Free plans allow up to 2 workspaces; Pro plans support unlimited workspaces.
Can I invite different people to different workspaces?
Yes — workspace collaborators are invited per workspace. A spouse can access your 'Family' workspace without seeing your 'Business' workspace.