Getting started
Create and configure your workspace
Set the workspace type, country, currency and first accounts before you start entering data.
Last updated: 2026-11-09
Choose the right workspace type
A Spifex account can own more than one workspace. Business workspaces include the operating modules for cash flow, banking, ledger, projects, departments, CRM and inventory. Personal workspaces focus on personal cash flow, accounts, categories, budgets and goals.
A workspace's product category is fixed when it is created. If you need both business and personal finances, create one workspace of each type and switch between them from the workspace selector.
Set the billing currency
The workspace currency controls how amounts are formatted and reported. It is not a conversion tool: changing the currency later does not relabel existing money.
Set the correct currency before importing or entering historical data. If you operate in several currencies, use separate bank accounts or workspaces rather than mixing currency labels.
Add the first structure
- Create or review cash-flow categories so reporting remains consistent.
- Add bank accounts if you want balances and settlements connected to real accounts.
- Create projects or departments if you need cost attribution and ownership.
- Invite team members after the owner account and workspace are configured.