Finances

The finance areas bring budgeting, savings, income, subscriptions, expenses, obligations, and transaction history into one connected workspace.

Where to find it

Open the relevant section in your active workspace. Some controls depend on your workspace permissions.

Using Finances

• Start from Finance dashboard, then open Budgeting, Savings, Subscriptions, or Expenses.
• Switch between USD and JMD and export transaction records when needed.

Before you continue

Check that you are working in the intended workspace. Changes to shared content may be visible to other authorized members.

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