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Create a financial Space that stays clear

Create clear boundaries for household and business finances before statements and collaborators arrive.

Set up a Space

For new customers and workspace owners.

4 min read

Set up a clean financial context

1Choose a clear name that describes the financial context, such as Household or Studio Operations.
2Select the Space type and base currency that match the statements you will import.
3Keep household and business activity in separate Spaces so the ledger stays explainable.

Use the global Dashboard to compare accessible Spaces.
Use a selected Space when reviewing transactions, imports, and operational decisions.
Invite collaborators only after the Space has a clear purpose and owner.

Open the relevant Ratio workflow when you are ready.

Get started

Create clear boundaries for household and business finances before statements and collaborators arrive.

Set up a Space

For new customers and workspace owners.

4 min read

1Choose a clear name that describes the financial context, such as Household or Studio Operations.
2Select the Space type and base currency that match the statements you will import.
3Keep household and business activity in separate Spaces so the ledger stays explainable.

Use the global Dashboard to compare accessible Spaces.
Use a selected Space when reviewing transactions, imports, and operational decisions.
Invite collaborators only after the Space has a clear purpose and owner.

Open the relevant Ratio workflow when you are ready.