Choose the right company or personal workspace
Choose the workspace that matches the work you need to do: a personal workspace for personal finance pages, or a company workspace for business and accounting pages. The active workspace controls which data, navigation items, and settings you can see, and switching workspaces reloads the app into the selected context.
Before you start
- You must be signed in to use workspace switching.
- Your account must be a member of the company workspace you want to open.
- Some business accounting pages only appear in business mode, while personal pages only appear in personal mode.
How workspace choice works
Finanly opens one active workspace at a time. That active workspace belongs to a company or to your personal finance workspace, and it determines which pages, settings, and ledger data are available after sign-in.
- Personal workspace: used for personal finance pages and personal settings.
- Company workspace: used for business and accounting pages tied to a company.
- If you switch workspaces, the app reloads so the current session uses the new workspace context.
When to use personal or company mode
| Workspace type | Use it for | What changes |
|---|---|---|
| Personal workspace | Your own finances | You see personal navigation and personal settings. |
| Company workspace | Business accounting work | You see company navigation, accounting tools, and company settings. |
Switching companies from the sidebar
- Open the sidebar and find the Company selector.
- Choose the company you want to work in.
- Wait for the app to finish switching and reload into that company workspace.
What happens after you switch
After a successful switch, Finanly changes the active company for the current session and reloads the app so the data, labels, and available pages match the selected workspace.
- The current workspace context changes immediately after the switch completes.
- Pages tied to another company are no longer shown in the current session.
- If you were in a personal workspace, business-only accounting pages will not be available until you open a company workspace.
Late-response protection
If the workspace changes while a page is already open, Finanly treats that as a session context change and asks you to reload before continuing. This helps keep you from working in the wrong company or reading stale data after a switch.
Why workspace choice changes available data
Workspace choice matters because company and personal workspaces do not share the same visible data or page set. Business workspaces can show connected accounting data, while personal workspaces are limited to personal finance flows. The app uses the active workspace to decide which ledger or profile information to show and which actions are allowed.
- A company workspace can show company-specific accounting pages and settings.
- A personal workspace can show personal finance pages and personal settings.
- Some settings, such as company profile information, are saved for the current active workspace only.
If you do not see the workspace you expect
- Open the Company selector in the sidebar and confirm the active workspace name.
- If the workspace you need is not listed, check whether your account belongs to that company.
- If the page shows a workspace change warning, reload the page and try again.
- If you still cannot access the workspace, contact your workspace owner or admin.
Updated