Create Your Workspace

Your Workspace is the top-level workspace for your financial data in Plutus.

What A Workspace Does

A Workspace contains:

• Your accounts
• Your transactions
• Your budgets
• Your categories and tags
• Your connected banking data
• Your invited members

Even if you use Plutus on your own, you still work inside a Workspace.

During Onboarding

After verifying your email, you will be guided through Workspace setup:

1. Enter a name for your Workspace
2. Confirm the workspace that will hold your financial data
3. Finish onboarding and continue into the app

Naming Your Workspace

Pick a name that will still make sense later, especially if more than one person will use it.

Examples:

• Personal
• Smith Workspace
• Family Finances

Working With Other Members

You can invite additional members later from Workspace settings.

Roles currently include:

• Owner — Full access to settings, billing, and member management
• Member — Can work with accounts, transactions, budgets, and categories

To learn more, see Workspace & Members.