Workspaces
Workspaces and sharing
Keep separate budgets, invite family members, and switch workspaces safely.
Owned vs shared
- Owned workspaces count toward your plan limit.
- Shared workspaces from invitations do not count toward your limit.
- Switch workspaces from the sidebar selector.
Step-by-step: create a workspace
- Open Settings - Advanced.
- Enter a name, currency, and timezone.
- Optional: start with sample data.
- Create the workspace and you will land on Budget.
Example
Personal Budget (USD) plus Office Budget (USD) equals 2 owned workspaces.
Sharing and roles
- Owners can invite members and manage settings.
- Members can work on the shared budget based on their role.
- Guardrails can require approvals for sensitive changes.
Use cases
- Household: share a family budget with approvals.
- Personal vs business: keep finances separate.
- Project budget: track a short-term goal in its own workspace.
Troubleshooting
- Cannot create a new workspace: you may have hit the plan limit.
- Cannot delete a workspace: only the owner can delete it.
- Workspace name missing: refresh and confirm the name saved.