Docs

Workspace name and financial time zone

A workspace contains shared wallets, transactions, budgets, plans, reports, and members. Its settings include the name, icon, color, and time zone used for transaction dates and reporting periods.

DocumentationDocsGuideSettingsShared WorkspaceFamily BudgetWorkspace Timezone

Workspace name and identity

The name should distinguish this workspace from others, such as "Household," a project name, or a company name. The icon and color affect appearance only.

Financial time zone

The workspace time zone determines transaction dates, month boundaries, schedule dates, budgets, and reports. It does not change when a member opens Tetri on a device in another time zone.

Optional device time-zone display

While traveling, you can display times in the device time zone. This changes the display only; transaction dates and reporting-period boundaries stay the same.

Members and workspace ownership

Deleting a workspace removes its shared financial records for every member. Export any data you want to keep, then check the selected workspace name and ID before confirming.