User manual

Workspace onboarding

Workspace onboarding

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

Steps in the flow

Categories

You can import default categories in the selected language for a faster start.

Default account

You can create the first account or choose which account should be used as the default.

Recurring transactions

This step gives you a shortcut to define regular entries early.

Budgets

If categories already exist, you can immediately open the first budget form.

Done

At the end, quick links take you to the dashboard and key management pages.

When to use it

right after creating a workspace
whenever you want a guided setup instead of manual navigation

Related pages

Create or edit a workspace Workspace members

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

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

Workspace onboarding

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.