Templates

Templates are the starting point for a working workspace.

Cash Workspace is template-first. Installing a template seeds a workspace with expense categories, document folder patterns, invoice direction, and forecast assumptions — so first use is operational, not blank.

Live vs coming soon

Live templates can be installed today. Coming-soon templates describe planned workflows that have not been built yet — their pages stay public for transparency but the install CTA is disabled rather than redirected to a different template.

Idempotent installation

Installing a template is transactional and safe to retry. Partial installs do not leave half-seeded data behind. The Settings → Sample data card lists every seeded row so it can be removed in one action.

Customisable after install

Templates seed structure; they do not lock you in. Categories, folders, and forecast assumptions can be edited or removed at any point in the workspace.

Scope

Templates seed workspace structure with product-defined sample data. They do not connect to bank accounts, file taxes, or perform accounting. Removing sample data is supported from Settings → Sample data.

Frequently asked questions

Common questions.

Which templates are available today?

Freelancer Finance Dashboard, Invoice Tracking, Expense Tracker, Cashflow, and Tax Export are installable today. Small Business, Agency, Financial Forecast, Consultant, E-commerce, and Real Estate variants are planned and clearly labeled as coming soon.

Can I delete sample data after installing?

Yes. Settings → Sample data lists every seeded row and lets owners and admins remove them in one action. Documents you upload yourself are never affected.

Start with the live template

Build your finance workspace from real structure.

Use the Freelancer template