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Create and switch workspaces

Your current workspace is shown at the top of Settings.

Create a workspace

Section titled “Create a workspace”
  1. In Settings, tap Switch next to your workspace.
  2. Tap Add workspace.
  3. Enter a Name and choose the Currency.
  4. Tap Create workspace.

The new workspace starts with the default categories and labels, the same set a new account gets. Nothing is copied from your other workspaces, including rules. You are its Owner.

Switch workspaces

Section titled “Switch workspaces”

In Settings, tap Switch and pick a workspace. Everything in the app (transactions, dashboard, chat, scanning) now uses that workspace. Receipts you scan go into the current workspace.

Rename a workspace or change its currency

Section titled “Rename a workspace or change its currency”
  1. In Settings, tap Switch, then Edit workspace.
  2. Change the Name or Default currency.
  3. Tap Save.

Only the workspace owner can do this.

Section titled “Related”