Core Concepts
Understand these concepts before scaling your workspace.
Workspaces
A workspace is an isolated financial environment. All transactions, budgets, accounts, and members belong to one workspace. Workspace settings (currency, week start, formatting) control reporting behavior.
Roles
| Role | Permissions |
|---|---|
| Member | Track finances, use standard features |
| Admin | Manage workspace settings, invite members |
| Super Admin | Platform-level controls across workspaces |
Feature domains
Transactions Income and expense records with import, export, and bulk operations.
Budgets Category planning with history and variance tracking.
Accounts Balance tracking with transfers, history, and account categories.
Reports and Forecast Trend analysis and future wealth projections.
Security Authentication, MFA, and API key management.
Code organization (developers)
Code flows through consistent layers:
- UI in
src/pages/ - Services in
src/services/ - API in
src/pages/api/ - CLI in
src/cli/
This structure keeps behavior consistent across browser, API, and automation paths.
Where to go next
- Guides: Step-by-step walkthroughs
- Commands: Exact syntax
- API Overview: Endpoint documentation