---
title: Workspace — what it means and why it matters | Allocate AI
description: In Allocate, a board where you arrange cards, notes, and live sheets built from your own numbers to explore a question your way.
canonical: https://allocateai.io/glossary/workspace
site: Allocate AI — https://allocateai.io
---

# Workspace

In Allocate, a board where you arrange cards, notes, and live sheets built from your own numbers to explore a question your way.

The Workspace is Allocate's open canvas. Where the rest of the app has fixed pages, the Workspace is a board you lay out yourself, with cards, notes, and live sheets. Each card is a slice of your own data: a chart of dining spending by month, a list of upcoming vests, a net worth line, a single number like current safe to spend. Sheets are small live tables that recalculate as your data changes. Notes are plain text for your own thinking.

The point is that different people have different questions. Someone deciding whether to lease or buy a car wants a board with their transportation spending, their next three vests, and a sheet comparing the two payments. Someone planning a wedding wants the wedding goal, the sinking funds feeding it, and a note of what has been paid. Someone tracking a concentrated stock position wants the vest schedule, the share price, and the share of net worth it represents. None of those is a page Allocate could design in advance, so the Workspace lets you build it.

Cards pull from the same numbers as everything else, so a card showing grocery spending matches the grocery figure on the Home page, and it updates when new transactions arrive. Boards can be kept for months or cleared after a decision is made.

Allo-Bot can add cards to a board if you ask it to, and can read a board to answer questions about it. Nothing on a board changes your plan unless you take it to the plan and approve it.

## Related terms

- [Allo-Bot](https://allocateai.io/glossary/allo-bot) — Allocate's assistant: it answers questions from your own numbers, stages changes to your plan for you to approve, and never moves money itself.
- [My plan](https://allocateai.io/glossary/my-plan) — In Allocate, a written plan listing your goals in order, the monthly amount each one gets, and the date each one lands.
- [Net worth](https://allocateai.io/glossary/net-worth) — Everything you own minus everything you owe, one number that shows whether your finances are moving forward over time.
- [Expected income event](https://allocateai.io/glossary/expected-income-event) — In Allocate, a bonus, commission, or stock vest you tell the app about in advance, so the plan counts it as income on the date it is due to arrive.

**Plan in plain language.**

Allocate answers “can I afford this?” from your own numbers, writes the plan, and stages every change for your yes. It starts from an estimate before you link a bank.

[Get started](https://app.allocateai.io/signup)

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Allocate AI is a budgeting and financial-planning app: link your accounts, say what you want in plain words, and it writes the plan and stages every change for your approval. Read more at https://allocateai.io or see all pages in https://allocateai.io/llms.txt.