Workspaces & Team
Workspaces
How workspaces organize expenses and team access.
A workspace is the top-level container for expenses, projects, budgets, and billing. Each workspace maps to an organizations row in the database.
Default workspace
When you sign up, Recurex creates "{Your Name}'s Workspace" and assigns you the owner role. Your profile's current_org_id points to this workspace.
Switching workspaces
Use the workspace switcher at the bottom of the sidebar. Switching updates your active context — dashboard, expenses, and settings all reflect the selected workspace.
Workspace settings
Under Settings:
- Workspace name — owners/admins can rename
- Plan — billing tier for this workspace (Free, Pro, Team)
- Members — invite and manage teammates
Default expense type
When a workspace is created, you choose whether new expenses default to personal or business. This is set at creation time in the workspace modal.
Data visibility
All members of a workspace see all expenses and projects, including those marked personal. For privacy, use separate workspaces rather than per-expense ACLs.