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Managing Your Account

Learn how to manage your BillManager account settings.

Account Access​

Regular users open account preferences with Settings in the header. For admins, the same button is labeled Admin and opens the unified workspace with Settings, Users, and Bill Groups tabs.

The Settings tab contains language and currency preferences, two-factor authentication, passkeys, linked sign-in providers, and the account danger zone.

Password​

If your account is configured to require a password change, BillManager will prompt you with a Change Password dialog after signing in.

Password Requirements
  • Minimum 8 characters
  • Mix of letters and numbers recommended
  • Avoid common passwords

Subscription Management​

Viewing Your Plan​

See your current subscription:

  1. Click Billing in the header
  2. View current plan, status, and any remaining trial days

The Billing button appears for account administrators in BillManager Cloud. Self-hosted deployments do not have subscription plans.

Upgrading to Pro​

To subscribe from Free or during your trial:

  1. Click Billing in the header
  2. Choose Monthly or Annual billing
  3. Click Get Pro
  4. Complete payment in the secure Stripe checkout

Pro features become available as soon as Stripe confirms the payment.

Changing Billing or Canceling​

To update your payment method, view invoices, or cancel:

  1. Click Billing in the header
  2. Click Manage Subscription
  3. Make changes in the Stripe billing portal

See Cancellation & Refunds for what happens after you cancel.

Usage Tracking​

The Billing page shows your usage against plan limits:

MetricYour UsagePlan Limit
Bills810
Bill Groups11

A usage bar turns red when you reach a limit. Upgrade to Pro to raise the limits.

Data Management​

Exporting Your Data​

Export payment data from Payment History:

  1. Open Payment History in the sidebar
  2. Apply any date or bill filters you need
  3. Choose CSV or PDF export
  4. Download the generated file

Exports require Pro on BillManager Cloud. Self-hosted deployments do not use SaaS plan limits.

Account Deletion​

BillManager asks for fresh proof of identity before it deletes a passwordless account. See Confirm Your Identity.

Only the account owner can delete an account. Account-owner deletion also removes managed users and account-owned Bill Groups and financial records. Export anything you need first.

To delete your account:

  1. Open Settings (admins click Admin, then open the Settings tab)
  2. In the Danger Zone, click Delete Account and confirm the prompt
  3. If your account has a password set, confirm by entering your password
  4. If your account has no password, enter a verified-email code or sign in again with your linked OIDC identity
  5. Your account and all data will be permanently deleted
warning

Account deletion is permanent and cannot be undone. Export your data first if needed.

Request Deletion Without Opening the App​

For BillManager Cloud, follow Delete your BillManager account to request deletion by email, including identity verification, deletion scope, and retention details. Never email a password, verification code, recovery code, or financial export.

For a self-hosted account, contact the operator of that server. BillManager cannot delete another operator's data. Uninstalling the mobile app does not delete your server account.

Security​

When enabled by the deployment administrator, you can configure email OTP, multiple passkeys, and single-use recovery codes from Settings. You can also connect or disconnect the social/OIDC providers enabled for the deployment. See Security & Authentication.

Language and Currency​

Choose English or German and select your personal currency from Settings. The currency preference syncs across devices and changes formatting and validation; it does not convert existing amounts. See Language & Currency.