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Workspace

Feature Request

Provide means for multiple Workspaces. For businesses this would permit tracking expenses by department.

For Personal Accounts (as payee for disabled child) it would be helpful to dedicate one workspace to income snd expenses for child and another for my personal income and expenses.

Posted by Jack Cross (JC) ·
Status: Completed2 comments

Comments2

  • David Khoob

    •

    Jun 25, 2024

    Hi Jack, I have some great news for you! With a premium subscription, you can add as many workspaces as you need to organize your expenses and income. When you add a new workspace you can assign it as business or personal for easier management.

    Here is a link to our knowledge base on adding workspaces to get you started: https://easyexpense.document360.io/docs/adding-workspaces

    It sounds like you already have a good idea of how you might use workspaces. If any questions come up as you explore the app, don't hesitate to reach out to customer support through the mobile or web app.

    • Jack Cross (JC)

      •

      Jun 27, 2024

      Thanks after doing a little more exploring I found yhe WORKSPACE settings. I must admit the program is robust enough for a small to medium business environment yet basic enough for personal and home use.