Workspaces are where your Flow data lives. Share one with family or keep your own.
What Is a Workspace?
A workspace holds a set of Flow data — budgets, expenses, goals, and reports. Your account starts with a personal workspace. Workspaces can be shared so multiple people work from the same budgets.
Switching Workspaces
- Open Flow → Workspace in the sidebar
- Use the workspace selector to jump between the workspaces you belong to
- The dashboard, budgets, and reports all reflect the selected workspace
Inviting Members
- Go to Flow → Workspace → Invite Members
- Enter the person's email and choose a role (editor or viewer)
- They get an invite link — once accepted, they join the workspace with that role
- Editors can add and change entries; viewers can only see them
Owner & Limits
The workspace owner controls it. When you own more workspaces than your plan allows, the oldest stay unlocked and the extras get locked — upgrade your plan to unlock more.
Invites and shared workspaces require the Family plan. See Flow plans for details.
💡 Typical setup: each person keeps a personal workspace, plus one shared "Household" workspace everyone edits. Invites make this a one-time step.