Workspace

Tasks Calendar Email Contacts

Operations

Assistant Editor

Money In

Income Businesses Revenue streams

Money Out

Expenses Expense categories Subscriptions Debts

Holdings

Accounts Assets

Planning & Data

Goals Ledger and tracking CSV import

Memory

Graphify Obsidian MONETA

Media Files

Settings

Chatbot Settings API Assist Design

Chatbot Settings

Name

Greeting

System prompt

These shape the Operations > Assistant. The assistant stays provider-neutral.