Public documentation

CalBudget Help Center

Clear guides for building your first forecast, managing transactions, reading your running balance, and handling billing or support.

Browse by topic below. Search is coming next inside the documentation admin tools.

Getting started

Getting started with CalBudget

Set up your first account, income, bills, and planned spending so the calendar can show your future balance.

5 min read

Calendar planning

Read your running balance

Understand the daily projected balance on each calendar day and use it to spot low points before they happen.

4 min read

Transactions

Add, edit, and move transactions

Create transactions, edit details, drag items between dates, and use undo when plans change.

5 min read

Recurring transactions

Create recurring bills and income

Turn repeat paychecks, subscriptions, bills, and planned transfers into a reliable future forecast.

5 min read

Importing

Import a bank statement

Upload CSV or OFX files, review parsed transactions, and add them to your calendar safely.

5 min read

Organization

Manage accounts, categories, and bookmarks

Organize accounts, category colors, saved transaction templates, and bank detail labels.

5 min read

Reports

Use reports and AI insights

Review spending by category, spot trends, and generate an AI summary when you opt in.

5 min read

Debt

Plan debt payoff

Add debt accounts, compare payoff strategies, and export a payment plan back to your calendar.

6 min read

Billing

Manage your subscription and trial

Understand trial countdowns, payment method prompts, Stripe billing, App Store subscriptions, and cancellation.

5 min read

Restore or sync an App Store subscription

Restore purchases in the iOS app and understand when CalBudget checks App Store subscription access.

4 min read

Settings

Customize settings and security

Update profile details, password, color theme, logos, insights, keyboard shortcuts, and account settings.

5 min read

Navigation

Use search, shortcuts, and navigation

Move around the calendar, search transactions, use keyboard shortcuts, and switch calendar views.

4 min read

Mobile app

Install and use CalBudget on iPhone and iPad

Use the App Store version for Today, Calendar, Transactions, and Settings while keeping the same CalBudget account.

5 min read

Support

Contact support and send feedback

Open support tickets, check replies, and send product feedback from inside CalBudget.

4 min read