Initial Account Setup

When you first set up Bliss, you need to create the accounts, banks, and currencies that reflect your financial reality. You can do this one by one through the UI, or use the bulk seed script to set everything up at once.

What the seed script does

apps/api/scripts/seed-tenant-setup.mjs is an idempotent Node.js script that creates:

Countries your accounts operate in
Currencies you use
Banks you hold accounts with
Accounts linked to their bank, country, and currency
Custom categories beyond the default set

Existing records are skipped — safe to run multiple times.

Customize the seed data

Edit the SEED_DATA object in the script. Here’s a trimmed example:


const SEED_DATA = {
  countries: [
    { id: 'BRA', iso2: 'BR', name: 'Brazil', emoji: '🇧🇷', isDefault: true },
    { id: 'ESP', iso2: 'ES', name: 'Spain', emoji: '🇪🇸' },
    { id: 'USA', iso2: 'US', name: 'United States', emoji: '🇺🇸' },
  ],
 
  currencies: [
    { id: 'BRL', name: 'Brazilian Real', symbol: 'R$', isDefault: true },
    { id: 'EUR', name: 'Euro', symbol: '€' },
    { id: 'USD', name: 'US Dollar', symbol: '$' },
  ],
 
  banks: [
    { name: 'Revolut' },
    { name: 'Charles Schwab' },
    { name: 'Nubank' },
  ],
 
  accounts: [
    { name: 'Revolut Daniel', accountNumber: 'ES40...', bank: 'Revolut', country: 'ESP', currency: 'EUR' },
    { name: 'Schwab', accountNumber: '1917-0806', bank: 'Charles Schwab', country: 'USA', currency: 'USD' },
    { name: 'Nubank Daniel', accountNumber: '4522330-1', bank: 'Nubank', country: 'BRA', currency: 'BRL' },
  ],
 
  categories: [
    { name: 'Drugstore', group: 'Entertainment', type: 'Lifestyle', icon: '✨' },
  ],
};

Tips:

isDefault: true on a country/currency sets it as the tenant’s default.
Account numbers are encrypted at rest automatically.
Category type must be one of: Income, Essentials, Lifestyle, Growth, Investments, Debt, Transfers.

Run the seed


# Preview what would be created (no changes)
node apps/api/scripts/seed-tenant-setup.mjs --dry-run <tenantId>
 
# Execute
node apps/api/scripts/seed-tenant-setup.mjs <tenantId>

Find your tenantId in the database (Tenant table) or from the API response after signup.

Managing categories

Beyond the seed script, you can manage categories through the UI at any time.

Categories page

The default set includes ~70 categories across Income, Essentials, Lifestyle, Growth, and more. Custom categories created via the seed script or UI appear alongside the defaults.

Next steps

Import transactions — bring in your history via CSV
Investment portfolios — set up investment tracking