Organize Personal, Couple, and Business Finances in One Place!
📂 What are Workspaces in Snabber?
Think of Snabber as a financial organizer that works in separate, independent compartments. Each compartment is a Workspace: it has its own balance, its own bank accounts, cards, investments, transactions, and reports.
When you create an account on Snabber, a Personal Workspace is automatically generated for you — that's where all your individual finances live. Starting with the Pro plan, you can create additional shared Workspaces, inviting other people to participate.
The result? A clear separation between what's yours, what's the couple's, what's the family's, and what's the business's — without spreadsheets, without confusion, and without mixing money.
The core idea
A single app. Multiple financial contexts. You switch between Workspaces with a tap — like switching tabs in a browser — and each one shows exactly what belongs to that context.
🎯 Who it's ideal for: couples, families, and businesses
The Workspaces feature was designed for people who need to manage finances with more than one person — or to clearly separate personal from professional money. Here are the main use cases:
Couples
Create a shared Workspace for couple expenses — rent, groceries, travel — and keep your personal spending in your individual Workspace. No mixing, no judgment.
Families
Mom, dad, and adult children in the same family Workspace. Track kids' allowances, the collective emergency fund, and travel goals — everyone contributing in real time.
Small businesses
Separate your business cash flow from personal money once and for all. Track operating expenses and share access with your partner or accountant.
Shared housing
Manage household bills with your roommates: internet, condo fees, cleaning. Everyone sees everything, everyone knows how much they owe.
🔗 Open Finance integrated with Workspaces
Snabber uses Open Finance to automatically import your statements, balances, cards, and investments directly from banks — no manual entry needed. And the integration goes further: you decide which Workspace each banking connection lives in.
This means you can, for example:
- Link your personal checking account to the Personal Workspace.
- Link the couple's joint account to the Family Workspace.
- Link the business account to the Business Workspace.
Each environment stays isolated, dashboards only show what belongs to that context, and reports remain clean and accurate.
Over 400 banks and fintechs connected
Via Open Finance and Pluggy, Snabber connects with Nubank, Itaú, Bradesco, Santander, Inter, XP, BTG, C6, and dozens of other institutions. Sync happens automatically — you see transactions appear in the right Workspace without any effort.
🔀 What you can move between Workspaces
Connected a bank to the wrong place? No problem. You can reorganize your data at any time, moving items between Workspaces easily and without losing history. Here's what can be transferred:
How to move an item between Workspaces
Go to the item you want to move (for example, a card), open the options, and choose "Move to another Workspace". Select the destination Workspace and confirm. The transaction history follows the item automatically.
This is especially useful when you start with everything in one place and decide to separate later: move cards and accounts to the correct Workspaces and, in minutes, your organization will be perfect.
✨ How to create a Workspace step by step
Access the Workspace selector
At the top of the app, click on your current Workspace name. A menu will open showing all your Workspaces and the option to create a new one.
Click "New Workspace"
Give the space a name — for example Family, Business, or Couple. The name can be up to 20 characters.
Configure the Workspace
The new Workspace comes with pre-created default categories. You can customize them, link accounts via Open Finance, or move data from your personal Workspace.
Ready to use
Switch between Workspaces at any time using the selector at the top. Each Workspace has its own dashboard, transactions, goals, and reports.
🔐 Roles and permissions
You have full control over what each person can do within the Workspace:
| Permission | Administrator | Member | Read-Only |
|---|---|---|---|
| View transactions and balances | ✔ | ✔ | ✔ |
| Log and edit transactions | ✔ | ✔ | ✘ |
| Connect accounts via Open Finance | ✔ | ✔ | ✘ |
| Invite new members | ✔ | ✘ | ✘ |
| Remove members and manage roles | ✔ | ✘ | ✘ |
| Rename or remove the Workspace | ✔ | ✘ | ✘ |
Read-Only is perfect for giving access to your accountant or a business partner who needs to follow the numbers without changing anything. Member is ideal for spouses and family members who need to log their own expenses.