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Quickstart Guide

This guide will help you get started with Budget Bee quickly. You’ll learn how to create an account, add your first transaction, and explore the dashboard.

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Step 1: Create Your Account

Budget Bee supports two authentication methods:
1

Navigate to Sign Up

Visit the Budget Bee application and click on Sign Up or Register.
2

Fill in Your Details

Enter your information:
  • Name: Your full name (minimum 2 characters)
  • Email: A valid email address
  • Password: Must meet these requirements:
    • At least 8 characters
    • At least 1 lowercase letter
    • At least 1 uppercase letter
    • At least 1 number
3

Accept Terms

Check the box to agree to the Terms and Conditions.
4

Verify Your Email

After signing up, you’ll receive a verification email. Click the link in the email to verify your account.
You must verify your email before you can access Budget Bee features.

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Step 2: Add Your First Transaction

1

Navigate to Transactions

After logging in, you’ll be on the transactions page by default, or click Transactions in the sidebar.
2

Create a Transaction

Click the + button or use the keyboard shortcut to open the transaction dialog.Fill in the transaction details:
  • Name: Description of the transaction (e.g., “Coffee at Starbucks”)
  • Amount: The transaction amount
  • Currency: Select from supported currencies (default: USD)
  • Date: When the transaction occurred
  • Category: Choose from default categories (Food, Travel, Sales) or create your own
  • Status: Paid, pending, or other status
3

Save the Transaction

Click Save to create your transaction. It will appear in your transactions list immediately.
Budget Bee automatically creates three default categories when you sign up: Food, Travel, and Sales.

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Step 3: Explore the Dashboard

1

Navigate to Dashboards

Click Dashboards in the sidebar to view your dashboards.
2

Create a Dashboard

Click Create Dashboard to build your first custom view.Give your dashboard a name (e.g., “Monthly Overview”).
3

Add Widgets

Once created, you can add various widgets:
  • Number Cards: Display single metrics (total income, expenses, etc.)
  • Bar Charts: Visualize data over time
  • Line Charts: Track trends
  • Donut Charts: See category breakdowns
Widgets are fully customizable and can be rearranged using drag-and-drop.

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Step 4: Set Up Categories

Categories help you organize your transactions:
1

Access Category Management

Categories can be managed from the transaction creation dialog or settings.
2

Create Custom Categories

Click New Category and provide:
  • Name: Category name
  • Description: Optional description
  • Color: Choose a color for visual identification
3

Assign to Transactions

When creating or editing transactions, select the appropriate category from the dropdown.

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Step 5: View Your Data

Budget Bee provides multiple ways to view your financial data:

Transactions Page

View all transactions in a sortable, filterable table. Use bulk edit mode to update multiple transactions at once.

Dashboards

Create custom views with widgets showing your most important metrics and charts.

Subscriptions

Track recurring payments in a calendar view (if enabled for your account).

Accounts

Manage your profile, sessions, and account settings.

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Next Steps

Now that you’ve completed the quickstart:

Learn About Features

Explore all the features Budget Bee has to offer.

Set Up Organizations

Invite team members and collaborate on shared financial data.

Import Data

Import existing transaction data from CSV or Excel files.

Configure Settings

Customize your Budget Bee instance with environment variables.

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Keyboard Shortcuts

Budget Bee supports keyboard shortcuts for faster navigation. Navigate to Settings → Shortcuts to view all available keyboard shortcuts, including:
  • Shift + H - Navigate to home
  • Shift + T - Navigate to transactions
  • Shift + X - Navigate to settings
  • Shift + A - Navigate to accounts
  • N - Open new transaction dialog
Some features like subscriptions may require a paid subscription plan. Check your account status in settings.

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