On device, in iCloud, or shared
Workspace rows are grouped by storage and sharing state, so local budgets, iCloud workspaces, and shared workspaces stay easy to understand.
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. Optional iCloud sync. Sharing when you choose it.
On Device
Personal BudgetSelected
3 accounts - 248 transactions
Expense: 184 - Income: 12iCloud Sharing
Family BudgetShared
5 accounts - 612 transactions
Expense: 501 - Transfer: 44How It Works
How workspaces work in UltiBudget.
Create the workspace, keep its records separated, switch when needed, then choose iCloud sync or sharing only when it helps.
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.
Use iCloud when it helps
Move or sync a workspace to iCloud when you want it available on other devices or ready for sharing.
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 UltiBudget 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 workspacesiCloud workspacesiCloud SharingParticipant 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
Share actions can move a workspace to iCloud, invite participants, or manage access when you handle money with someone else.
Support
Need help while setting up UltiBudget?
Send a support note, ask about a workflow, or request the next improvement you want to see in the app.