Workspace Templates - Duplicate workspace category/vendor list, etc.

Create a workspace template with desired data. Or add a new workspace with your existing vendors, categories, payment methods, workspace settings, etc. WITHOUT expenses. Ideally, you should be able to select the type of data you want to copy.

Use cases:

• Have a workspace/project template so you don't have to input everything again

• Easily create a new workspace to manage expenses by year or project

keywords: copy workspace