Navigation
Use search, shortcuts, and navigation
Move around the calendar, search transactions, use keyboard shortcuts, and switch calendar views.
CalBudget includes navigation tools for fast planning.
Move through months
Use the month controls to move forward, backward, or jump back to today.
Search transactions
Open search from the top navigation and type a transaction name or amount. On iPhone and iPad, the Transactions tab also searches category names for the visible transaction list.
Keyboard shortcuts
Open the Help menu, then Keyboard Shortcuts, to see the current shortcut list.
Calendar views
Switch between standard calendar view and brand icon view from the top navigation.
Navigation tools
CalBudget is designed for repeated planning, so the main navigation keeps common actions close: move months, add an item, search, open reports, contact support, and return to today.
| Tool | Use it when |
|---|---|
| Month controls | Move forward or backward through the forecast. |
| Today | Return to the current month or day. |
| Search | Find a transaction by name or amount on web. |
| Shortcuts | Move faster with the keyboard when enabled. |
| View switch | Change how the calendar presents transaction details. |
Search well
- Open Search from the top navigation.
- Type a transaction name or amount.
- Use filters when you need to narrow results.
- Select a result to jump to that month and open the transaction.
- Edit the item if the search revealed outdated information.
Keyboard shortcuts
Keyboard shortcuts can be enabled in Settings. Open the Help menu and choose Keyboard Shortcuts to see the available actions. If shortcuts ever interfere with typing or accessibility tools, turn them off in Settings.
Mobile navigation
On smaller screens, CalBudget prioritizes the current month and transaction details. Use the available menus and tabs to move between the same planning tasks with less horizontal space.
Navigation checklist
- Use Today when you get lost in future months.
- Use Search for a known transaction title or amount.
- Use filters when search results are too broad.
- Use keyboard shortcuts only if they make planning faster.
- Use the view switch when the current calendar view feels too dense.
If search does not find an item
Check the spelling, try a shorter part of the title, or search by amount. If you are on mobile, remember that the transaction list is scoped to the visible month.
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