Creating a Space
Available to all users Any registered user can create a new Space. Upon creation, you automatically and permanently receive the highest role in it — Admin.
Where to find it
- Open the app and navigate to the main screen with the list of your spaces.
- Tap the floating action button (FAB) with the Pencil icon to enter the list editing mode.
- Scroll to the very bottom of the list and tap the Create space button (accompanied by a plus icon).
What is it for
A Space is the basic isolated entity in the Small Metrics app. Inside each space, completely independent tracking is maintained: its own transactions, its own financial goals, and member lists.
This feature is necessary to quickly set up a new workspace for a specific life task (e.g., “Family”, “Business”, or “Personal Money”).
User need
Users need to strictly separate financial flows to avoid chaos when mixing personal and business expenses. By creating a separate space for each project or role, the user gets crystal clear analytics and can safely invite other people there (for example, a spouse to the family budget or an accountant to the business space) without fear of data leaking from their other spaces.
Steps
- Navigate to the creation screen (Pencil button -> Create space).
- In the required Space Name field, enter a clear name for your new workspace (maximum 100 characters, e.g., “Family” or “Coffee Shop”). The keyboard and focus on this field will appear automatically.
- Tap the icon selection field (optional). A bottom sheet will open where you can select a suitable visual symbol (home, wallet, etc.) from the icon grid.
- Tap the Save button fixed at the bottom of the screen. A circular loading indicator will appear on the button, preventing double taps.
Expected result
- Upon successful creation: The creation screen will close automatically, and you will return to the previous screen. The app will force a data update in the background, and the new space will instantly appear in your list. You will automatically become its Owner.
- In case of errors: If you leave the Space Name field empty, the saving process will not start. If the internet connection is lost during saving or the server returns an error, a red toast notification with a detailed description of the problem will appear at the top of the screen.