Templates
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 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.
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.
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.
Related
Browse the full template gallery with live and coming-soon status.
The live template that installs the default workspace today.
Live template focused on receivables and payables.
Live template for fiscal-year accountant handoff.
How a freelancer setup organizes invoices, expenses, and documents.
A simple finance workspace template for small businesses.
Prepare records for review before the year closes.
How an independent consultant organizes client invoices and contracts.
A simple record workflow for independent contractors.
Frequently asked questions
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.
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
