User manual

Create or edit a workspace

Create or edit a workspace

This page is used to create a new workspace or update the core settings of an existing one.

What is it for?

creating separate spaces for personal, family, or business finances
setting the workspace name, currency, and type
maintaining a short description

Main fields

Name

The display name of the workspace. Use a short and clear label.

Type

Describes the nature of the workspace and helps with organization.

Currency

This becomes the default currency of the workspace.

Description

Optional. Use it for a short note about the purpose of the workspace.

Good to know

after creation, onboarding can start automatically
changing settings does not remove existing transactions
deletion is handled from the workspace list, not here

Related pages

3. Workspaces Workspace onboarding

1. Introduction

CaeliBudget is a workspace-based financial management application.

A *workspace* is the isolated unit that owns your accounts, categories, transactions and tags. A user can belong to multiple workspaces (e.g. *Household*, *Business*), and every membership is bound to a **role**.

Create or edit a workspace

Workspace onboarding

This page guides you through the first setup steps of a newly created workspace.

Workspace members

This page manages the list of users who can access the workspace and their roles.

After sign-in your home screen is the **Dashboard**: a consolidated view of your workspace's balances, spending split, budgets, savings goals and most recent transactions.

An *account* represents a concrete money-holding instrument inside a workspace: bank account, cash, credit card, savings, etc. Every transaction is bound to exactly one account (a transfer touches two — source and destination).

Create or edit an account

This page is used to add a new account or update the settings of an existing one.

Categories let you classify transactions so statistics, budgets, and exports can group them meaningfully.

Create or edit a category

This page is used to create a new category or fine-tune an existing one.

Category statistics

This page shows the detailed activity of a selected category.

4. Transactions

A transaction is the atomic unit of CaeliBudget: every income, expense or transfer is stored as one transaction.

4.1 Create a new transaction

This page is used to quickly and accurately record a new income, expense, or transfer between accounts.

Import transactions from CSV

This page is used for bulk transaction upload from a CSV file.

7. Planned transactions

A *planned transaction* is a template that either automatically generates **real transactions** at a fixed cadence, or pre-generates **planned occurrences** that you confirm before they are booked.

Planned transaction form

This page is used to define regular income, expense, or transfer rules that either generate transactions automatically or create planned occurrences for your review.

A *budget* defines a cap (or target) for one category over a period of time. CaeliBudget continuously shows where you stand against it.

This page is used to create or edit a budget linked to a category.

14. Savings goals

The Savings Goals module helps you separate money reserved for specific targets from day-to-day spending. Each goal is linked to a dedicated virtual account that sits beneath a savings account.

This page shows all tags available in the workspace.

Create or edit a tag

This page is used to create a new tag or update an existing one.

This page is used to manage your own user details and password.

Adjust display preferences for better readability and usability.