> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.booksgpt.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Add a workspace and switch between them

One login holds every workspace. A bookkeeper keeps one per client, a business owner keeps one per company, and a personal workspace holds net worth, budgets, and goals. This is how to add one and move between them.

## Switch workspaces

1. Click the workspace button in the top bar. It shows the name of the workspace you are in.
2. Pick a workspace from the list. **Business** and **Personal** are grouped, and each row shows your role and the workspace currency.
3. An amber dot on a row means that workspace has transactions waiting for review. A green dot means it is up to date. Hover a dot to read it.
4. With more than eight workspaces that are not archived, the list adds **Search workspaces** and the **All**, **Needs review**, and **Up to date** filters.

![The workspace switcher with Business and Personal groups, a status dot on each row, and Add workspace](https://booksgpt.ai/help/workspaces/workspace-switcher-v3.png)

## Add a workspace

1. Open the workspace button and click **Add workspace** at the bottom.
2. Choose **Business** for another company's books, or **Personal** for net worth, budgets, and goals.
3. Enter the **Business name** or **Workspace name**.
4. Click **Create workspace**.

![Add a workspace with Business selected, a Business name typed, and Create workspace](https://booksgpt.ai/help/workspaces/add-workspace-v4.png)

## How many you get

|| Solo includes 1 business workspace. Business includes 3, Practice 10, and Firm 25. The first personal workspace is free on a paid plan. A workspace you archive stays on the list under **Archived**, and on a paid plan it no longer counts against your plan.

## Adding more than your plan includes

- The app offers an extra workspace, and shows the price before you buy: $5 per month for an extra business workspace on a lifetime plan, $10 per month on a monthly plan, and $15 per month for an extra personal workspace.
- Manage the count later under [Settings](https://app.booksgpt.ai/go/settings) > **Plan & billing**, in **Extra client workspaces**. A cancelled extra workspace says when it ends and offers **Resume add-on**.
- Every workspace keeps its own books, bank feeds, Drive, and members. Nothing is shared between them.

## Good to know

- Inviting teammates and clients is free on every plan. The caps above are workspaces, never people.
- To invite someone to the workspace you are in, see "Invite someone to your workspace, and what each role can see".