Board templates, files and share links

Press Library in the workspace toolbar. Workstations lists the built-in layouts and your saved ones. Choose the current board or another saved board, give the layout a name and press Save layout. Widget presets saves a selected widget, or accepts a JSON blueprint for an existing supported widget type and configuration.

Add a library item to the current board to place fresh copies below its existing content and fit the view. Existing widgets stay on the board. The whole addition is one undo step, and copies receive new widget ids. The view fit is not recorded, so undo leaves the view where it is. This differs from New from template, which opens a separate board.

Saving and importing library entries clears Portfolio addresses and holdings, Perps addresses, paper positions, followed wallets and the Swap fees referral account. Note text is empty and frame labels become Section unless you enable Include note and frame-label text when saving or importing. Titles, external URLs, event sources and other widget settings remain, so review those before distributing an exported library.

The library is local browser storage on the web and app-window storage on desktop. It does not sync. Export writes cashboard-workstation-library-v1.json; Import validates and merges that format, with a maximum of 50 entries and a file smaller than 2 MB. Neither library files nor share links include agent conversations, watch history or its access token. Applying a library layout does not start an agent watch.

Cashboard ships 12 board templates. A template is a set of widgets already placed on the canvas, with every field that would hold your own data left empty. The table lists what each one contains, and each name links to its page on the site.

The names in the table are the titles a template gives its widgets, so they are labels you can change: select a widget and edit Title in the Style tab. The picker and the tool panel list the templates in the order shown here. The site lists all 12 under Board templates.

A template becomes your own board: a fresh copy that nothing links back to. There are four ways to start one.

1. 1

   On your first visit

   When Cashboard opens with a single empty board and you have not picked a layout yet, a picker titled Start from a real board. shows all 12 templates with a drawing of each layout. Pick one and it replaces that empty board, which takes the template's name. Or start with an empty board skips the picker.

2. 2

   From the tool panel

   Open the Boards tab, expand New from template and pick a row. Each row shows the template name and its widget count, and hovering shows its description. A new board opens and the board you were on stays saved.

3. 3

   From the command palette

   Press Ctrl K on Windows or Cmd K on macOS, type the template name and run New board from template: Solana Desk (or the name of any other template).

4. 4

   From the website

   Every page under Board templates has an Open this board button. That button is a share link, so Cashboard first shows the review screen described in Open a link someone sent you, and the board is created when you choose Add to my boards.

Export writes the whole board to a JSON file on your device, and import turns such a file back into a new board. Use them for backups and for moving a board between devices. The web app and the desktop app use the same board format.

1. 1

   Open the command palette

   Press Ctrl K on Windows or Cmd K on macOS. Export and import live only in the palette: the top bar and the tool panel have no button for them.

2. 2

   Run Export this board

   The board downloads as a .json file named after it: the board name in lowercase, with every run of characters other than letters and digits turned into one hyphen, so Solana Desk becomes solana-desk.json. A name with no letters or digits gives cashboard-board.json.

1. 1

   Run Import a board

   In the same palette, Import a board opens a file picker for .json files.

2. 2

   Choose the file

   Cashboard checks the whole file against the board format of the build you are running. If the check passes, your current board is saved, a new board named <name> (import) is created and opened, and Board imported shows in the top bar for three seconds.

• Import never overwrites a board. Importing the same file twice gives two boards.
• The widgets get new ids. The camera and the canvas style come from the file, and the created and updated times start again.
• The check is all or nothing. A file that is not valid JSON, has a different format version or contains a widget that fails validation adds nothing, and the top bar shows the error text for three seconds. Cashboard does not convert older formats and does not import part of a file.
• Nothing is removed on import. Whatever the file holds, addresses included, lands in the new board.

A share link is a web address that contains the board itself, so the person who opens it needs nothing from you except the link. Cashboard has no share service, no account and no short links behind it.

1. 1

   Open the Share dialog

   Select Share in the top bar. In a narrow window only the share icon shows, and its name is Share this board.

2. 2

   Wait for the link

   The dialog Share this board builds the link on your own device, and the Share link field reads Building the link… until it is ready. If you change the board while the dialog is open, the link is rebuilt.

3. 3

   Check what it holds

   Widgets counts every widget on the board, notes and frames included. Kinds counts the different widget types. When the board has Web app widgets, an amber box named External apps included lists each address.

4. 4

   Copy and send

   Select Copy, which reads Copied for two seconds. If the browser refuses, the dialog says Copying failed. Select the link and copy it manually. Clicking the field selects its text.

Before a link is built, Cashboard clears the configured money and followed-wallet fields listed below. Other widget data travels in the link and can still contain private text. Agent settings and its separate conversation and watch history are not part of a share link.

What is not removed

• Swap fees: the Jupiter referral account address.
• Note text, in full.
• Widget titles, frame labels and the board name, exactly as typed. An address or a key pasted into a title goes with the link.
• Web app addresses, in full, including anything after a ?.
• Price alert rules: the asset or metric, the direction, the threshold and whether the alert is armed or paused.
• Every other setting: coin and stock lists, chart ranges, limits and sort orders, the token in Token terminal, the mints in Jupiter swap, and the query number in Dune query.
• The layout: positions, sizes, stacking, lock state, colours, canvas style and zoom.
• Edges that connect a Price chart, Prices, Watchlist or Solana edge widget to a Price alert, so the receiver's alert follows the same widget.

Keys you save under Connections are not part of a board, so neither a link nor an export carries them.

Opening a link never saves anything by itself. Cashboard decodes the board, shows a review screen and waits for your choice.

On the web

1. 1

   Open the link

   Open it in a browser. Cashboard loads and decodes the board in the page.

2. 2

   Read the review screen

   It is headed Shared board and Someone shared a workspace with you. It shows a Board name field filled in from the link (80 characters at most), the number of widgets with their types sorted from A to Z, and, if the board has Web app widgets, an amber card named This board loads external sites with their addresses.

3. 3

   Choose

   Add to my boards saves your current board, then creates a new board with new widget ids under the name in the field and opens it. Not now leaves without saving anything. Either way the address bar goes back to #app, and your other boards are untouched.

On desktop

1. 1

   Copy the link

   Copy it from the message you received. The desktop window has no address bar, so you paste the link into the app instead of following it.

2. 2

   Paste it into Share

   Select Share in the top bar, click the Open a link someone sent you field (placeholder Paste a Cashboard share link), paste, and select Open. The field accepts the full address, the part starting at #app?board=, or only the data string.

3. 3

   Review and choose

   The same review screen replaces the board. Add to my boards and Not now work as they do on the web.

The review screen lists widget types and outside addresses only. Notes, widget titles, the wallets in Smart money, the Swap fees account and alert rules become visible after you add the board, so check these once it is open:

• Each Price alert arrives in the state the sender left it, armed or paused. Alerts explains how armed alerts are checked.
• Links inside a note open in a new tab, so treat them like links in any message.
• A Web app widget loads its address inside the board on desktop. On the web it is a card with an Open in a new tab button.

On the web the message appears in a red banner above the canvas with a Dismiss button, and the link stays in the address bar. On desktop it appears under the paste field. Your boards are not touched either way.

Treat a share link as semi-public: it is not a secret, and you cannot take it back.

• Anyone who holds the link can decode the whole board, including everything listed above as not removed. Decoding needs no account and no key.
• There is nothing to revoke. Cashboard keeps no list of links, so you cannot expire or delete one, and changing your board later does not change a link you already sent.
• Chat apps, email and every other place you paste a link keep their own copy of it.
• Building a link, and pasting one into the desktop app, make no request that carries the board.
• The web build is the exception. cashboard.live runs Vercel Web Analytics for page views, and that script reports the page address. For a share link the address includes the encoded board after the #, so opening a share link on cashboard.live can send the board to Vercel's analytics service. The desktop app has no analytics. This documentation cannot say what Vercel stores from those reports or for how long.

Privacy and data covers what else the web build and the desktop app store and send.

Work through this list on a copy of the board, then build the link from the copy.

1. Open the Boards tab, hover your board and select Duplicate board. The copy is named <name> copy, and your own board stays as it is. A duplicate keeps every address, so the next steps matter.
2. Remove every Smart money and Swap fees widget from the copy. In Smart money you can instead stop following each wallet with the X next to its name. Swap fees has no control that clears its account, so remove the widget.
3. Read every Note, widget title, frame label and the board name. Whatever is typed there travels as written.
4. Look at each address in the External apps included box. Addresses travel in full, including anything after a ?.
5. Check the Price alert widgets. Select Pause alert on any you do not want the receiver to inherit armed.
6. Compare Widgets and Kinds in the dialog with the board you meant to share.
7. Test the link before you send it. On the web, open it in a private browser window and choose Add to my boards there; browsers normally discard a private window's storage when it closes. On desktop, paste it into Open a link someone sent you, add it, and delete the test board afterwards from the Boards tab.
8. Send it only where you accept it being kept. A link that went to the wrong place cannot be withdrawn.

For backups, use Export this board and keep the file to yourself. See Boards and canvas for the rest of the board tools and Shortcuts for the palette.