On device, then sync-ready
Workspace rows stay easy to understand, with local budgets clearly separated while the next sync path is being rebuilt.
Workspaces
Separate every budget without mixing the details.
Use workspaces for personal budgets, family money, business tracking, shared accounts, projects, or any setup that deserves its own accounts, categories, and transactions.
On-device workspaces. Sync-ready structure. Sharing when you choose it.
On Device
Personal BudgetSelected
3 accounts - 248 transactions
Expense: 184 - Income: 12Ready for Sharing
Family BudgetShared
5 accounts - 612 transactions
Expense: 501 - Transfer: 44How It Works
How workspaces work in UpwardTrack.
Create the workspace, keep its records separated, switch when needed, then connect sync or sharing features only when they are ready.
Create a workspace
Open Workspaces and tap Create Workspace. Name it for the budget it represents, such as Personal, Family, Business, or Travel.
Keep records separated
Accounts, budgets, transactions, bills, receipts, and trips stay organized inside the workspace they belong to.
Switch when needed
Tap a workspace row to select it. The selected badge shows which budget you are working in.
Keep sync intentional
Keep the workspace local today, then connect the next server-backed sync path when it is ready.
Share carefully
Use the share button to invite or manage participants for a shared workspace when you manage money with someone else.
Workspace Boundaries
One app, separate financial worlds.
Workspaces let UpwardTrack stay organized when one budget is not enough. Keep personal money separate from business records, shared household spending separate from solo spending, and project tracking separate from everyday life.
Separate budgetsSelected workspace badgeAccount and transaction countsOn-device workspacesSync-ready workspacesCollaboration-ready structureParticipant managementRename and delete controls
What belongs inside
Accounts, budget categories, transactions, bills, receipts, and trips remain scoped to the workspace they belong to.
Sharing stays intentional
Collaboration can stay intentional, with workspace boundaries already in place for future sharing and server-backed access control.
Support
Need help while setting up UpwardTrack?
Send a support note, ask about a workflow, or request the next improvement you want to see in the app.