Creating a Workspace

Step 1: Create Your Account

Navigate to moneyos.webasthetic.in/signup.

Fill in:

• Email address — Use your primary business email. All financial exports and alerts will go here.
• Password — Minimum 12 characters. A password manager is strongly recommended.
• Full name — Used in audit logs and team notifications.

Confirm your email address by clicking the link in the verification email.

Note: The verification email arrives within 60 seconds. Check your spam folder if it doesn’t appear.

Step 2: Name Your Workspace

After email confirmation, you’ll be prompted to create your first workspace.

Workspace name guidelines:

• Use your business or brand name (e.g., Acme Design Studio)
• Keep it short — it appears in the top navigation bar
• Avoid special characters

Workspace type — Select the option that best describes your operation:

This setting affects which report templates and budget categories are pre-loaded.

Step 3: Set Your Base Currency

Select the currency most of your transactions are denominated in.

Money OS does not currently perform live currency conversions. Multi-currency support is on the roadmap.

Step 4: Connect Your First Account

You can start with either:

Option A — Manual entry: Skip bank connection and add transactions manually. Good for freelancers who invoice irregularly.

Option B — Import via CSV: Upload a CSV export from your bank. Most banks offer this in Account → Statements → Download.

Step 5: Invite Team Members (Optional)

If you’re not working solo, go to Settings → Team and invite collaborators. Roles available:

New team members receive an invitation email and are prompted to create their own account.

What’s Next

Your workspace is ready. Continue with:

• Managing Transactions — Add your first expenses
• Budgets — Set monthly spending limits
• Clients — Organize finances by client