How do I use workspaces?

Workspaces are simply spaces that let you organize the display of your content, which can be particularly handy on large-format displays. A minimum display width of 1440 pixels is required to use workspaces.

In the space to the right of the sidebar, you can view multiple workspaces. Each one can be used to display an account, report, budget, website, or any other view available in the document. Each workspace operates independently so that you can navigate back and forth in each one without affecting the others.

Add a workspace

To create an additional workspace in the main window, drag and drop any item from the sidebar to the left or right edge of the current workspace. A rounded rectangular border will appear near the edge of the workspace. When you release the mouse, a new workspace will appear with a view of the item you selected:

Alternatively, if you are viewing a report or budget, Option-click on any interactive item to open a drill-down report in a new workspace.

To make a copy of a workspace, click the drag handle in the workspace's navigation bar and drag it to the left or right edge of the current workspace. If you are viewing a report, you can also click the drag handle and drag it to the sidebar to save a copy of the report for future reference.

On small displays, showing multiple workspaces will automatically hide the sidebar. Click the sidebar button in the navigation bar to show the sidebar in a popup menu. After removing extra workspaces, you can make the sidebar visible again by choosing View > Show Sidebar.

Manage workspaces

When you have multiple workspaces open, a blue line appears across the top of the one that is currently active. This indicates which workspace will respond to menu commands like Find or Print. Click any workspace to make it the active one. To resize workspaces, click and drag the boundary lines between them. Selecting an item in the sidebar will always load that item in the left-most workspace.

Within each workspace, you can change account views, drill down into reports, browse web pages, etc., exactly as you would in the main window. Use the navigation bar at the top of each workspace to move back and forth between different views. Each workspace tracks its own navigation history so that you can browse freely without affecting the other workspaces.

If you use a multitouch trackpad, you can swipe two fingers left and right to navigate back and forth in each workspace. To use this feature, make sure "Swipe between pages" is enabled under the "Trackpad" section in System Preferences.

Remove a workspace

To remove a workspace from the main window, click the X button at the top right of the workspace you want to remove. The remaining workspace will expand to fill the window.