Profiles 📁

A profile is basically a container that holds accounts, transactions, categories, and rules. Think of it like separate folders for different parts of your financial life.

Why multiple profiles rock:

You can create as many profiles as you want in one workspace, and each one is completely independent. Different accounts, different categories, different everything.

This is huge if you want to keep your personal spending separate from your side hustle, or if you're managing money for family members.

The flexibility is real: Each profile can have totally different category setups. Your personal profile might have "groceries" and "going out," while your business profile has "software subscriptions" and "contractor payments." Whatever works for you.

When to use multiple profiles:

Separate your investments

Investment accounts are noisy. Buying and selling stocks clutters up your regular spending data and makes it hard to see where your actual money goes.

If you've got active investment accounts, put them in their own profile. Your personal profile stays clean and focused on your actual cashflow.

Business and personal

Freelancer? Small business owner? Keep business expenses in one profile and personal spending in another.

Come tax time, you'll thank yourself for keeping them separate. Plus it's way easier to see if your business is actually making money.

Family and parents

Helping your parents or other family members with their finances? Make them their own profile.

You can manage everything for them, but their stuff won't get mixed up with yours. Bonus: if you share the workspace with them, they can log in and see their own data without seeing yours.

The bottom line:

Multiple profiles = keeping different money worlds separate so you don't lose your mind. Use as many as you need.