Free and Personal Pro
Personal Workspace
Your day, money, documents and household — organised in one private place.
Every BOB account includes a private Personal workspace. Start each day on Today, keep tasks and repeating to-dos with reminders, plan money with budgets and bills, store private documents with renewal alerts, and share chores with your household.
Start your Personal workspace free
Every account includes Personal Free. Upgrade to Personal Pro only when you want higher limits.
Today, Tasks And Calendar
- Today shows open tasks, bills due this week and renewals coming up.
- Quick to-dos with due-date reminders, daily, weekly or monthly repeats, pause and resume, and skip or edit a single occurrence.
- A calendar view of upcoming repeats, with complete, edit and skip actions right from the calendar.
Money, Documents And Capture
- Budgets, savings goals, bills and logged expenses you enter yourself; Safe to spend uses read-only synced balances when you turn on bank sync.
- Private documents and notes, with in-app alerts 30 and 7 days before passports, licences and insurance expire.
- Quick capture: type or dictate a thought and BOB proposes a task, bill or note for you to review before saving.
Arranged Your Way
- Pin up to four sections and put the rest in the order you use them; your layout follows your account.
- Press Ctrl or Command + K to jump to any section or start a task from anywhere.
- Personal Pro adds a household board, more storage and personal BITS templates.
Who it's for
Built for teams like yours
- Business owners who want their own life organised next to their work.
- Freelancers juggling bills, renewals and to-dos.
- Families who want to share household chores.
How it works
Three steps
- 1Sign in — your Personal workspace is created for you.
- 2Add a task, a bill or a document, or capture a quick thought.
- 3Pin the sections you use most and let reminders do the remembering.
Honest comparison
BOB vs Separate notes, to-do and budgeting apps
Tasks, money and documents together
BOB
One private workspace
Separate notes, to-do and budgeting apps
Several apps
Repeating to-dos with single-occurrence edits
BOB
Included
Separate notes, to-do and budgeting apps
Varies by app
Renewal alerts for documents
BOB
30 and 7 days before
Separate notes, to-do and budgeting apps
Usually manual
Next to your business tools
BOB
Switch workspaces in one tap
Separate notes, to-do and budgeting apps
Separate logins
Why teams choose BOB
Your personal admin lives beside your business in one account, with reminders that follow you.
Comparison based on the competitors' public pages, checked 25 October 2026. Product names are trademarks of their owners.
Questions people ask
FAQ
Is the Personal workspace free?
Yes. Every account has Personal Free; Personal Pro raises limits and adds the household board and personal BITS templates.
Can my business team see it?
No. Your Personal workspace is private to you.
Does BOB connect to my bank?
Only if you turn on read-only bank sync. Budgets and goals use figures you enter, and BOB never moves money on its own.
What are the Free plan limits?
Personal Free covers tasks, calendar, money planning and documents with lower limits — for example 20 quick captures a month. Personal Pro makes quick capture unlimited and adds the household board for up to five invited people.
Can I change the menu order?
Yes. Pin up to four sections and reorder the rest; your layout is saved to your account.
Before you start
Access & availability
- Money figures are what you enter or read-only synced balances; BOB never moves money from the Personal workspace on its own.
- Personal Free includes one budget, one savings goal, 20 quick captures a month and 100 MB of document storage; Personal Pro raises these limits.
- Household boards are a Personal Pro feature and invited members must confirm by email.
See It In Your Own Workspace.
Start in your own workspace. Connect only the services you need and choose the actions you allow.