Workspaces & sharing

A workspace is one set of books: its own receipts, transactions, categories, labels, rules and charts. You get one when you sign up. Create more to keep things apart, for example personal spending and a small business, or share one with your household.

Everyone in a workspace sees everything in it. There is no per-receipt privacy.

In this section

• Create and switch workspaces
• Invite members and manage roles