From c420c5e031c67b760212855f4e426536b5460f40 Mon Sep 17 00:00:00 2001 From: Ren Jones <153645623+ren-jones@users.noreply.github.com> Date: Mon, 18 Mar 2024 10:43:58 -0500 Subject: [PATCH] Create Set-up-your-individual-workspace.md New article for setting up an individual workspace --- .../Set-up-your-individual-workspace.md | 20 +++++++++++++++++++ 1 file changed, 20 insertions(+) create mode 100644 docs/articles/expensify-classic/workspaces/Set-up-your-individual-workspace.md diff --git a/docs/articles/expensify-classic/workspaces/Set-up-your-individual-workspace.md b/docs/articles/expensify-classic/workspaces/Set-up-your-individual-workspace.md new file mode 100644 index 000000000000..c8be9a2728d5 --- /dev/null +++ b/docs/articles/expensify-classic/workspaces/Set-up-your-individual-workspace.md @@ -0,0 +1,20 @@ +--- +title: Set up your individual workspace +description: Capture your personal expenses +--- +
+ +All Expensify accounts come with an individual workspace where you can track your personal expenses. If you want to connect your personal expenses to an accounting or travel integration, you can create a group workspace—even if you will be the only person in the group. + +To set up your individual workspace, + +1. Hover over Settings, then click **Workspaces**. +2. Click the **Individual** tab on the left. +3. Select the policy type that best fits your needs. +4. Set up your workspace details including the workspace name, expense rules, categories, and more. + +{% include info.html %} +You can create multiple group workspaces, but you can only create one individual workspace. +{% include end-info.html %} + +