Workspaces: personal, family and companies
Each workspace keeps its own books. A personal receipt never stays in a company chart.
beginner · 2 min
Open Chart of accounts. At the top you see your workspaces in three rows:
- Personal — your own receipts and your personal tax items.
- Family — the household. Tap + Family workspace to create it.
- Companies — each company you belong to.
Every workspace has its own chart of accounts — a family chart is different from a company chart. When a receipt is personal, send it to Personal: it leaves the company books and the company team no longer sees it.