Keep workspace preferences consistent

Standardize names, categories, currency, and member conventions.

Getting startedWorkspace setup2 分钟阅读入口 /app/workspace/manage

Decide shared conventions

Agree on workspace names, account names, category labels, tags, and date practices before the team creates many records.

Treat base currency and category changes carefully because they affect how people interpret reports and compare periods.

Use the narrowest role that allows each person to do their work. Review access when responsibilities change or someone leaves the team.

Revoke invitations that are no longer needed and avoid forwarding reusable invitation links outside their intended audience.

After changing a shared preference, review the relevant list, report, and invitation screen to make sure the new wording is clear.

Keep a short internal note describing the conventions the team has chosen so new members can follow the same pattern.

Standardize names, categories, currency, and member conventions.

Getting startedWorkspace setup2 分钟阅读入口 /app/workspace/manage

Agree on workspace names, account names, category labels, tags, and date practices before the team creates many records.

Treat base currency and category changes carefully because they affect how people interpret reports and compare periods.

Use the narrowest role that allows each person to do their work. Review access when responsibilities change or someone leaves the team.

Revoke invitations that are no longer needed and avoid forwarding reusable invitation links outside their intended audience.

After changing a shared preference, review the relevant list, report, and invitation screen to make sure the new wording is clear.

Keep a short internal note describing the conventions the team has chosen so new members can follow the same pattern.