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A space brings together the accounts you want to see apart. This page shows how to create one, put accounts in it and switch between views. To understand what each view counts, see How spaces work. An example: a sole trader creates the space “Business” just for themselves and puts the business accounts in it. Their personal space keeps the household accounts and the new space holds the business ones, with no mixing in the totals.

Create a space

1

Open the switcher

Open the menu with your name, at the bottom of the side menu, and choose Create space. Once you have a space, the switcher (Switch space) appears at the top of the side menu and has Create space too.
2

Give it a name and an image

Type the Name (for example “Business”) and, if you like, use Choose image. The image is optional and can be removed or changed later.
3

Choose the accounts

Under Accounts that live in the new space, tick the accounts you want there. An account lives in one place and counts in the space; in a private space, it stops counting in your personal space. You can choose later with Not now and finish without picking any.
A new space says Only me until you invite someone, and becomes Shared with that person once they join (see Invite people to a space).

Switch between Personal, a space and Everything

The switcher at the top of the side menu shows Personal, each space and All spaces. Each space says Only me or who it is shared with (for example Shared with Rui).
  • Personal: your personal space, which only you see. It holds the accounts you have not put in another space.
  • A space: the accounts, movements, budgets and wealth that live in that space.
  • All spaces: your personal space and the other spaces, with each account counted once.
When you switch, guito goes back to the start page of the section you were in, because a detail page from your personal space (an account, say) does not exist in another view.

Put an account in a space

On the Accounts page, open the account’s menu and choose Put in a space. The options are in Share accounts in a space.

Manage your spaces

The switcher shows the spaces you created or joined, each with its state (Only me or Shared with someone). Inside a space, open the switcher and choose Space settings to see its accounts and members. There, Edit changes the name and the icon or image together (in the app, it is the Name and icon row), and you can Close the space. Closing sends each account back to the personal space of whoever put it there, and no account or movement is deleted.

How spaces work

What each view counts.

Share accounts

Choose what each account shows members.

Accounts

The page where you manage your accounts.