Getting Started
Core Concepts
Workspaces, expenses, burn, and how Recurex models your spending.
Workspaces
A workspace is where your team's expenses live. The database calls this an organization; the UI says "workspace."
Each user gets a personal workspace on signup. Team plan users can create additional workspaces. Your active workspace is selected in the sidebar switcher.
Expenses
An expense is any recurring or one-time cost you want to track.
| Field | Purpose |
|---|---|
| Amount & currency | What you pay (ISO 4217 code) |
| Recurrence | one_time, weekly, monthly, quarterly, yearly |
| Type | personal or business |
| Status | active, paused, cancelled, planned |
| Category | Functional bucket (Hosting, SaaS, Groceries, …) |
| Vendor | Who you pay (Vercel, Netflix, …) |
| Project | Optional grouping for events or initiatives |
| Group label | Optional sub-cluster within a project |
Planned vs active
Planned expenses are drafts — useful for wishlists and cost research. They are excluded from monthly burn until you set status to active.
Variable expenses
Mark an expense as variable when the amount changes each period (cloud usage, API costs). Log monthly actuals to refine burn to a trailing average. Connect a billing provider to auto-sync actuals.
Monthly burn
Burn is the normalized monthly cost of all active expenses. A yearly $120 domain counts as $10/mo. Paused, cancelled, and planned expenses contribute $0.
Projects
Projects group related expenses — e.g. a home renovation or product launch. Each project has a slug (/projects/home-renovation), optional target amount/date, and status lifecycle.
Budgets
Budgets are envelope caps matched by currency, optional category, and optional type (personal/business). Progress compares active monthly burn against the cap.
Roles
Every workspace member has a role: owner, admin, or member. All members can edit expenses; only owners/admins manage billing, invites, and workspace settings. See Roles & Permissions.
Multi-currency
Expenses keep their native currency. The dashboard shows per-currency totals. Pro users can enable a unified total in a base currency using daily FX rates.