Account
Workspaces
Keep business and personal expenses apart with up to 3 workspaces. Included on Scale.
Workspaces keep separate books apart, such as two businesses, or business and personal. Each workspace has its own expenses, budgets, recurring expenses and custom categories. Workspaces are included on Scale.
Your workspaces
Every account starts with one workspace, called Personal. On Scale you can have up to 3 workspaces, including that one.
Create and switch workspaces
- On a computer: click the workspace name at the top of the sidebar to switch, or choose Create Workspace.
- On a phone: open the menu under your profile picture and tap the workspace name to see your workspaces, Create Workspace and Manage Workspaces.
Traackly remembers the last workspace you used on each device.
Manage workspaces
Choose Manage Workspaces to rename a workspace, make one your default, or delete one. The default workspace can't be deleted.
Delete a workspace
When you delete a workspace, its expenses, categories, budgets and recurring expenses move to your default workspace. A few things don't move:
- API keys created in that workspace are deleted.
- Its email forwarding history is deleted. The expenses created from forwarded emails are kept and move with the others.
- If you already have a budget for the same category and currency in your default workspace, the moved budget is dropped.
If your default workspace already has a custom category with exactly the same name (same spelling and capitals), the two are combined into one: the moved category's expenses, budgets and recurring expenses go to the existing one. Names that differ, even only in capitals, such as "travel" and "Travel", stay separate. Your default workspace can end up with more than 10 custom categories this way; they all stay, but you can add new ones there only once it has fewer than 10.
What belongs to a workspace
| Per workspace | Shared across your account |
|---|---|
| Expenses | Built-in categories |
| Custom categories | Your plan and its monthly limits |
| Budgets | The email forwarding address (you choose its workspace) |
| Recurring expenses | |
| API keys |
If you leave Scale
Your other workspaces are merged into your default workspace, in the same way as deleting them, except that their email forwarding history is kept. Custom categories with exactly the same name are combined into one, in the same way.