3. Workspaces
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.
Creating a workspace
From the landing page after sign-in, or under /app/workspaces, click New workspace. Only the name is required; you can change the currency later.
Roles
| Role | What they can do |
|---|---|
| Owner | Everything — delete, manage members, settings |
| Admin | Manage members, settings, edit anyone's items |
| Member | Manage their own transactions, categories, budgets, tags |
| Viewer | Read-only (lists, details, exports) |
Inviting members
In the workspace settings, enter the invitee's email and pick a role. They accept the invite from their own account.
Switching workspaces
The workspace picker in the top navigation switches between your workspaces at any time; the selection persists in the session.
Accounts and starting balance
After creating a workspace, open Accounts to add your real-world accounts (current, cash, savings…) with their starting balance. Transactions will adjust these balances.
Related chapter
6. Transactions (chapters 4–5 — Accounts, Categories — are still being written)