Workbooks
A project answers questions about one part of your finances — your spending, say, or one set of brokerage accounts. A workbook brings several projects together, so you can ask questions that depend on all of them at once: what you're worth, how your spending relates to your investments, whether you could retire.
A workbook holds no statements of its own. It draws on the projects you choose, and its views update automatically as those projects change.
Projects and workbooks
| Project | Workbook | |
|---|---|---|
| Holds | Your documents and statement data | A selection of your projects |
| Answers | One part of the picture | Questions that span projects |
| Example | Banking + Credit Cards | Net worth across spending, investments and assets |
A workbook is built from projects, never from other workbooks. To change what a workbook shows, change its projects or add and remove projects from it.
Kinds of workbook
- Standard Workbook — investment, combined spending, and net worth views across the projects you choose. This was previously called Combined Finance; see Combined finance for what it shows.
- Retirement Planning — projects your retirement path from the projects you choose. See Retirement.
Creating and managing workbooks
The Dashboard shows accounts and documents grouped by project, with connections to the workbooks that use them. You need at least one project before you can create a workbook.
- Choose New Workbook, pick its kind, and give it a name (or accept the default, such as "My Workbook").
- Tick the projects it should draw on.
- Later, use Add Sources from the workbook to bring in more projects. Remove them from the workbook's Sources page.
Workbooks can be renamed and deleted like projects. Deleting a project that a workbook uses asks you to confirm first, and tells you which workbooks it affects.
Demo data stays separate
Demo projects hold invented numbers, so they never share a workbook with your own. A workbook is either built from demo projects or from your real ones, not a mix. The Demo Retirement workbook lets you explore the whole workflow safely before you add real statements.