Add a personal workspace and your accounts

A personal workspace is for your own money: bank accounts, a house, a car, loans, a budget, and savings goals. It stays separate from the business books. Personal is in beta.

Your first personal workspace is free on a paid plan.

Add the workspace

1. In the top bar, click the workspace name.
2. Click Add workspace.
3. Choose Personal. It is marked Beta.
4. Name it, then create it.

You switch between business and personal from that same menu.

Add your accounts

1. Open All pages in the left sidebar, then under Money click Accounts.
2. Net worth is the total of these groups. There is no business chart of accounts here.
3. Click Add account and pick a kind:

   
   

4. • Cash (checking, savings)
   • Investment (brokerage, IRA, 401k)
   • Real Estate (home or property)
   • Vehicle
   • Crypto
   • Loan (mortgage, student, auto, personal)
   • Other

You can type a balance by hand. Connect a bank the same way you do in a business workspace when you want a live feed.

Good to know

• Do not mix client books into a personal workspace. Add a Business workspace for each client instead.
• A duplicate empty account can be merged from this same Accounts page.
• Review of personal transactions is not in All pages. See "Review personal transactions".

Updated on: 17/08/2026