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Account Management

Budget Bee provides comprehensive account management features for controlling your profile, security settings, and active sessions.

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Account Types

Budget Bee supports two types of accounts:

Personal Accounts

Individual accounts for personal finance management. Free tier available.

Organization Accounts

Multi-user accounts for teams and businesses. Requires Pro or Teams subscription.

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Profile Management

Manage your user profile information:

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Accessing Profile Settings

1

Navigate to Settings

Click your profile icon in the sidebar and select Settings, or navigate to /settings.
2

Edit Profile Information

Update your profile details:
​
name
string
required
Your display name (minimum 2 characters)
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email
string
required
Your email address (used for login and notifications)
3

Save Changes

Click Save Changes to update your profile.
// Profile editing component
// From apps/web/components/accounts/edit-profile.tsx

export function EditProfile() {
  const { data: session } = authClient.useSession();
  
  const handleSubmit = async (data: ProfileFormValues) => {
    const res = await authClient.user.update({
      name: data.name,
      email: data.email
    });
    
    if (res.error) {
      toast.error(res.error.message);
    } else {
      toast.success("Profile updated successfully");
    }
  };
  
  return (
    <form onSubmit={handleSubmit}>
      {/* Form fields */}
    </form>
  );
}

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Authentication Methods

Budget Bee supports multiple authentication methods:

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Email and Password

The default authentication method:
Passwords must meet these security requirements:
  • Minimum 8 characters
  • At least 1 lowercase letter
  • At least 1 uppercase letter
  • At least 1 number

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Social Login

Authenticate using third-party providers:

Google OAuth

Sign in with your Google account for quick access.

Account Linking

Link multiple authentication methods to the same account.
// Google sign-in configuration
// From packages/core/auth.ts

socialProviders: {
  google: {
    enabled: true,
    prompt: "select_account",
    clientId: process.env.GOOGLE_CLIENT_ID!,
    clientSecret: process.env.GOOGLE_CLIENT_SECRET!,
  },
}
Account linking allows you to sign in with Google even if you originally created your account with email and password.

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Session Management

View and manage your active authentication sessions:

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Active Sessions

Budget Bee tracks all active sessions including:
  • Device information
  • Browser type
  • IP address
  • Last active time
  • Session creation time
// Sessions list component
// From apps/web/components/accounts/sessions-list.tsx

export function SessionsList() {
  const { data: sessions } = useQuery({
    queryKey: ['sessions'],
    queryFn: async () => {
      const res = await authClient.session.list();
      return res.data;
    }
  });
  
  return (
    <div>
      {sessions?.map(session => (
        <SessionCard 
          key={session.id}
          session={session}
          onRevoke={handleRevoke}
        />
      ))}
    </div>
  );
}

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Revoking Sessions

1

View Active Sessions

Navigate to Settings → Sessions to see all active sessions.
2

Identify Suspicious Sessions

Review the session list for any unfamiliar devices or locations.
3

Revoke Session

Click Revoke next to any session you want to terminate.
Revoking your current session will log you out immediately.

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Email Verification

Email verification is required for new accounts:

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Verification Process

1

Sign Up

Create your account with email and password.
2

Check Email

You’ll receive a verification email at the provided address.
3

Click Verification Link

Click the link in the email to verify your account.
4

Access Budget Bee

After verification, you can sign in and access all features.
// Email verification configuration
emailVerification: {
  sendVerificationEmail: async data => {
    const { data: success, error } = await resend.emails.send({
      from: `${process.env.SMTP_SENDER_NAME} <${process.env.SMTP_MAIL}>`,
      to: [data.user.email],
      subject: "Verify your email",
      html: verificationLink(data.url),
    });
  },
  sendOnSignUp: true,
  sendOnSignIn: true, // Resend if user not verified
}

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Resending Verification Email

If you didn’t receive the verification email:
  1. Try signing in with your credentials
  2. Budget Bee will automatically resend the verification email
  3. Check your spam folder
  4. Ensure the email address is correct

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Password Reset

Reset your password if you forget it:
1

Click Forgot Password

On the login page, click Forgot Password.
2

Enter Email

Provide the email address associated with your account.
3

Check Email

You’ll receive a password reset email within a few minutes.
4

Create New Password

Click the link in the email and create a new password that meets the security requirements.
5

Sign In

Use your new password to sign in to Budget Bee.
// Password reset email configuration
sendResetPassword: async data => {
  const { data: success, error } = await resend.emails.send({
    from: `${process.env.SMTP_SENDER_NAME} <${process.env.SMTP_MAIL}>`,
    to: [data.user.email],
    subject: "Password reset",
    html: resetPassword(data.url),
  });
}

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Account Deletion

Permanently delete your Budget Bee account:
Account deletion is irreversible. All your data including transactions, categories, and settings will be permanently deleted.

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Deletion Process

1

Export Your Data

Before deleting, export all your transaction data for backup.
2

Navigate to Settings

Go to Settings and scroll to the danger zone at the bottom.
3

Confirm Deletion

Click Delete Account and type your account name to confirm.
4

Account Deleted

Your account and all associated data will be immediately deleted.
// Delete account confirmation modal
// From apps/web/components/accounts/delete-account-confirmation-modal.tsx

<AlertDialog>
  <AlertDialogContent>
    <AlertDialogHeader>
      <AlertDialogTitle>Delete Account</AlertDialogTitle>
      <AlertDialogDescription>
        This action cannot be undone. This will permanently delete your
        account and remove all associated data.
      </AlertDialogDescription>
    </AlertDialogHeader>
    <AlertDialogFooter>
      <AlertDialogCancel>Cancel</AlertDialogCancel>
      <AlertDialogAction onClick={handleDelete}>
        Delete Account
      </AlertDialogAction>
    </AlertDialogFooter>
  </AlertDialogContent>
</AlertDialog>

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What Gets Deleted

When you delete your account:
  • ✅ All transactions
  • ✅ All categories (custom categories only)
  • ✅ All dashboards and widgets
  • ✅ All subscriptions
  • ✅ Profile information
  • ✅ Active sessions
  • ✅ Organization memberships (you’ll be removed from all organizations)
If you’re the owner of an organization, you must transfer ownership or delete the organization before deleting your account.

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Multi-Currency Support

Budget Bee accounts support multiple currencies:
  • Set a default currency for new transactions
  • Track transactions in 150+ currencies
  • View balances converted to your preferred currency
  • Filter and group by currency

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Subscription Status

View your current subscription plan:
  • Free: Personal account with basic features
  • Pro: Individual account with advanced features
  • Teams: Multi-user organization accounts
  • Teams Yearly: Annual billing for teams

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Checking Subscription Status

Your subscription status is displayed in:
  • Account settings page
  • Organization settings (if applicable)
  • Header navigation
// Subscription check in session
customSession(async ({ session, user }) => {
  const subscription = `select product_id from app_subscriptions 
    where user_id = $1 and period_start <= now() and period_end >= now()`;
  const subscriptionRes = await authAdminClient.query(subscription, [user.id]);
  
  const isSubscribed = subscriptionRes?.rows?.length > 0;
  
  return {
    user,
    session,
    subscription: {
      isSubscribed,
      productId: subscriptionRes.rows[0]?.product_id,
    },
  };
})

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Security Best Practices

Strong Passwords

Use unique, complex passwords that meet all requirements.

Regular Session Review

Periodically review and revoke unfamiliar sessions.

Email Security

Ensure your email account is secure - it’s used for password resets.

Account Linking

Link multiple authentication methods for account recovery options.

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Database Schema

Users are stored in the database: 
-- Users table (created by Better Auth)
create table users (
  id text primary key,
  name text,
  email text unique not null,
  email_verified boolean default false,
  image text,
  created_at timestamp default current_timestamp,
  updated_at timestamp default current_timestamp
);

-- Sessions table
create table sessions (
  id text primary key,
  expires_at timestamp not null,
  ip_address text,
  user_agent text,
  user_id text references users(id) on delete cascade,
  created_at timestamp default current_timestamp,
  updated_at timestamp default current_timestamp
);

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Troubleshooting

  • Check your spam folder
  • Ensure the email address is correct
  • Try signing in to trigger a new verification email
  • Contact support if the issue persists
  • Check spam folder for the reset email
  • Ensure you’re using the correct email address
  • Reset links expire after a certain time
  • Try requesting a new reset link
  • If you own organizations, transfer or delete them first
  • Ensure you’re typing the correct confirmation text
  • Try signing out and back in
  • Check your browser’s cookie settings
  • Ensure cookies are enabled for Budget Bee
  • Clear browser cache and cookies
  • Try a different browser

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