Add, edit, and move transactions

Transactions are the building blocks of your forecast. Each one has a title, amount, date, account, and category.

Add a transaction

Click the plus button in the top navigation or select a day on the calendar. Enter the title, amount, category, and date, then save.

Move a transaction

You can drag a transaction to another calendar day. You can also open the transaction and edit the date directly.

Mark an item cleared

Use cleared status when the transaction has actually posted or you have confirmed it. This keeps your plan separate from what has already happened.

Undo recent changes

When you add, move, delete, or clear an item, CalBudget shows an undo toast for quick recovery.

Transaction fields explained

Add a clean transaction

1. Choose the day or use the plus button.
2. Pick income or expense.
3. Enter a short title, such as Paycheck, Rent, Groceries, or Car insurance.
4. Add the amount and account.
5. Choose a category that matches how you want reports grouped.
6. Save it, then check the running balance on that date and the days after it.

Edit when the plan changes

Open a transaction when the amount, date, category, account, or cleared state needs to change. If the item is recurring, choose carefully between editing only this occurrence and editing the full series.

Move items with purpose

Dragging an item to a different date is useful when a bill posts early, a payment date changes, or you decide to delay planned spending. After moving it, scan the new date and the old date so you understand the balance change.

Clean calendar habits

• Use simple names that make sense months later.
• Keep one-time exceptions separate from recurring series changes.
• Mark items cleared only after they have actually happened.
• Use undo immediately if you moved or deleted the wrong item.
• Review the day after a large transaction to make sure the forecast still makes sense.

Troubleshooting transaction issues

Best practice

After editing any large item, scan the week after it. The most important effect of a transaction is often not the day itself, but the new low point it creates later.