Adding Workspaces

Why have multiple workspaces?

You can create multiple workspaces to separate expenses for different businesses, properties, or to categorize expense types (e.g., Personal vs. Business). Each workspace is unique and will have its own vendors, categories, payment methods, and team members. Please note that only paid users can add new workspaces, and members with assigned roles cannot create workspaces

Personal vs. Business workspace

The difference between a personal and business workspace is that business workspaces will include tax-deductible categories and different income categories.

To add a workspace

To switch between workspaces