Help & Docs

Getting started

Spendbase is a multi-workspace SaaS tracker for agencies. Each workspace represents one agency or client account. You can track subscriptions, project expenses, team spending, and configure budget alerts — all in one place.

Onboarding flow

When you sign up, Spendbase walks you through three setup steps:

• Step 1 — Workspace: Name your agency and pick a workspace URL slug.
• Step 2 — Team: Optionally invite teammates by email. You can skip this and do it later from the Team page.
• Step 3 — First subscription: Add the first SaaS tool you pay for. This seeds your dashboard. Skip if you prefer to add them from the Subscriptions page.

Switching workspaces

Click the workspace name in the top-left of the sidebar to see all your workspaces and switch between them. Your active workspace is stored in a secure cookie so it persists between sessions.

Dashboard overview

The dashboard shows four live metrics at the top:

• Monthly spend — Sum of all active subscriptions normalised to a monthly cost (yearly subscriptions are divided by 12).
• Active subscriptions — Count of subscriptions with status Active.
• Budget remaining — Monthly budget (set in Settings) minus current monthly spend.
• Upcoming renewals — Subscriptions renewing within the next 7 days.

Below the metrics you'll find the Spending by category chart and a live Activity feed of upcoming renewals.

Subscriptions

The Subscriptions page is the core of Spendbase. Every SaaS tool your agency pays for lives here.

Adding a subscription

Click + Add subscription (top-right) or use + New → Subscription from anywhere in the app. Fill in:

• Tool name — required.
• Category — choose from defaults (Design, Engineering, AI…) or custom categories you've created.
• Billing cycle — Monthly, Annual, or One-time.
• Cost + Currency — supports INR, USD, EUR and more. Non-INR costs show an approximate INR equivalent in the table using live exchange rates.
• Next renewal date — optional but enables renewal alerts.
• Website URL — optional, displayed as a link in the table.

Editing and status changes

Click the pencil icon or use the … menu on any row to edit a subscription. From the same menu you can Pause, Resume, or Cancel a subscription. Paused subscriptions are excluded from the monthly spend total.

Filtering and search

• Use the search box to filter by name in real time.
• The category dropdown filters by category.
• More filters expands a row of status chips: All · Active · Paused · Cancelled.

Bulk actions

Check the header checkbox to select all visible rows, or tick individual rows. A Cancel selected button appears in the toolbar. Use this to cancel multiple subscriptions in one go.

Export CSV

Click Export CSV to download the current filtered view as a spreadsheet. Columns: Tool name, Category, Cost, Currency, Billing cycle, Next renewal, Status.

Expenses & Projects

The Expenses section lets you track per-project spending. Each project has its own budget and expense log.

Creating a project

Go to Expenses in the sidebar (or use + New → Project) and click + New project. Set a project name, optional client name, and a budget for the burn bar.

Logging expenses

Open a project and click + Add expense. Each expense has:

• Description — what was purchased.
• Amount + Currency — supports multiple currencies.
• Category — same list as subscriptions.
• Date — defaults to today.
• Receipt — upload a receipt image (stored in Supabase Storage).

Budget tracking

The project detail page shows four metrics — Total budget, Spent, Remaining, and Entries. The burn bar turns amber at 80% and red when over budget.

Team & roles

Invite teammates to share a workspace. Each workspace has a seat limit based on your plan.

Roles

Inviting a member

Go to Team and click Invite member. Enter their email and click Send invite. They'll receive an invitation email. Once they accept, their status changes from Invited to Active.

Removing a member

Click the … menu on a member row and choose Remove member. Owners cannot be removed — transfer ownership first if needed.

Seat limits by plan

Alerts

Spendbase can notify you by email and in-app for the events below. Go to Alerts in the sidebar to configure them.

Email vs In-app

Each alert type can be sent via email, shown as an in-app notification (bell icon), or both. Toggle the Email and In-app buttons on the Alerts page — changes save automatically.

Test alert

Click Send test alert to fire a test in-app notification. Email delivery requires your Resend API key to be configured.

Slack (coming soon)

Slack integration is planned — pipe all Spendbase notifications into a channel for the whole team to see.

Plans & billing

Spendbase has three plans. Payments are processed by Razorpay.

Upgrading

Go to Settings → Plan & billing and click Upgrade. Choose your plan and billing cycle (monthly or annual — annual saves 17%). Payment is handled via Razorpay checkout: cards, UPI, Netbanking, and Wallets are accepted for India.

Annual billing

Annual plans are billed upfront at a discounted rate (2 months free). The per-month price shown is the equivalent monthly cost.

Cancelling

Cancel anytime from your Razorpay subscription dashboard. Your plan stays active until the end of the current billing period, then reverts to Free.

Account

Manage your personal profile at Settings → Account (click your avatar in the top-right).

Changing your name

Edit the Full name field and click Save changes. Your initials in the avatar update immediately.

Changing your password

Enter a new password and confirm it in the Password section. Minimum 6 characters. Click Update password.

Deleting your account

In the Danger zone, click Delete account. You must type your email address to confirm. This is permanent — all your data is deleted and cannot be recovered.

Email address

Your email cannot be changed self-service. Contact info@digitalitup.in to update it.

Security & privacy

Authentication

Spendbase uses Supabase Auth with email/password and Google SSO. Sessions are managed with secure, HTTP-only cookies.

Row-level security

Every table in the database has Row Level Security (RLS) enabled. You can only read and write data that belongs to workspaces you're a member of — this is enforced at the database level, not just in application code.

Data isolation

Workspace data is isolated by workspace_id. No data crosses workspace boundaries. Inviting a member gives them access only to that specific workspace.

Receipt storage

Receipt images are stored in Supabase Storage with per-workspace access policies. Only members of your workspace can access your receipts.

Payments

Spendbase does not store any card or payment data. All payment processing is handled by Razorpay, which is PCI DSS compliant.

Keyboard shortcuts

Global search

Press ⌘K from anywhere in the app to open the search palette. It shows page shortcuts by default. Start typing to search subscriptions and projects by name. Press ↵ to navigate to the result, or Esc to close.

Quick Add

Click + New in the top bar to quickly add a Subscription, Project, or navigate to Expenses — without leaving your current page.