Workspaces
Keep home, business or each project apart: every workspace has its own bills, currency, people and connections.
A workspace is one set of bills. Keep your home in one, your business in another and each client project in its own, so their totals, people and connections never mix.
What belongs to a workspace
- Its expenses, categories, recipients and tags.
- One base currency for all totals, set at creation and fixed afterwards. See Multiple currencies.
- Its members and their roles. See Members and roles.
- Its API keys and MCP connections. See API, MCP & automations.
- Your personal notification settings for it.
Organizations
Workspaces belong to an organization. The organization has the plan, Free or Pro, and the people who can be added to its workspaces. Most people have one organization; create another from the workspace switcher with Create Organization when you need separate billing, for example for a company.
Create and switch workspaces
Open the workspace switcher, then choose Create workspace. Give it a name, an optional description and the base currency. Use the same switcher, or Find workspace…, to move between them.
Free includes one workspace, and the allowance belongs to the organization owner across all their Free organizations. Pro allows unlimited workspaces.
Workspace settings
Open Workspace settings for:
- General: name, description, base currency, status and your role.
- Members: who has access and with which role.
- API & MCP: the MCP server URL, connected clients and API keys. Only owners and administrators can manage them.
- Activity: who changed what. See Change history.
- Import: bring expenses in from a CSV file. See Import from CSV.
Only owners and administrators can edit the workspace details.
Leave or delete a workspace
Leave workspace removes your access; your expenses there are transferred to the workspace owner. Deleting a workspace removes it with all its expenses for every member, so export your data first if you might need it.