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Account Management

BeeCount supports multiple accounts, each with independent balance tracking.

Account Types​

  • Cash - Physical cash on hand
  • Savings - Bank savings accounts
  • Credit Card - Credit card accounts with credit limit management and payment reminders
  • Alipay - Alipay account
  • WeChat - WeChat Pay wallet
  • Other - Other account types

Create an Account​

  1. Go to "Me" → "Asset Management"
  2. Tap "+" to add an account
  3. Select account type
  4. Enter name and initial balance
  5. Optionally add bank name, last four digits, and notes

Account Balance​

The system automatically updates balances based on transactions:

  • Expense → Balance decreases
  • Income → Balance increases
  • Transfer → Source decreases, destination increases

Asset Management​

The asset management page shows a net worth overview of all accounts:

  • Multi-currency support - Net worth grouped by currency
  • Asset composition chart - Visual breakdown of account types
  • Total assets / liabilities - Clear financial overview at a glance

Credit Card Features​

Credit card accounts support additional features:

  • Credit limit - Set credit limit, view used and available balance
  • Billing / payment due day - Set monthly billing and payment due dates
  • Payment countdown - Shows days until payment due, with color-coded urgency alerts
  • Quick repayment - One-tap to record a repayment (transfer to credit card)

Account Details​

Tap an account to view:

  • Balance, income, and expense statistics
  • Category expense/income pie chart
  • Transaction history (paginated)

Account Sorting​

Accounts are grouped by type (cash, savings, credit card, etc.). Within each group, you can long-press and drag to reorder accounts to your preferred order.

Default Account​

Set default accounts for income and expenses. They'll be auto-selected when recording for improved efficiency.

Web Account Management​

Sign in to BeeCount Cloud on the web → top nav Assets:

  • Create / edit / delete — same as mobile, propagates to mobile via cloud within seconds
  • Click an account card — opens a dialog with all transactions tied to that account, great for quickly skimming history
  • Auto-create on import — when importing ledger data, unknown account names are bulk-created, mirroring mobile import
  • Asset composition donut on home — desktop visualization is clearer

Deep credit-card configuration (limit / statement day / due day) and default-account picks remain on mobile; the web shows them read-only.