Data entry
Bring in history without a bank login.
CalBudget does not require a bank login. When historical data is useful, CSV import lets you bring in exported transactions from your financial institution and then keep planning manually from today forward.
No bank credentials required
Good for privacy-focused users
Works alongside manual planning
Why it matters
You can start with context without handing over financial credentials.
This keeps the product useful for privacy-conscious budgeting while still giving you a practical path to seed history, categories, and recent spending patterns.
CSV-based transaction import
Manual-first planning model
Useful for backfilling recent activity
No required bank aggregator connection
Workflow
How this fits into a real planning session.
- 1
Export recent transactions from your bank or card account.
- 2
Import the CSV into the relevant CalBudget account.
- 3
Use the imported history to inform future planned transactions.
Keep exploring
Related CalBudget features.
Budget Calendar
Place bills, paychecks, subscriptions, debt payments, and spending on the days they affect your account.
Read moreFuture Balance
CalBudget projects your balance day by day after planned income and expenses clear.
Read moreRecurring Bills and Paychecks
Recurring bills, paychecks, groceries, subscriptions, and annual renewals keep future months filled in.
Read moreStart planning
Put your next month on the calendar.
Choose monthly for $2.99 or annual for $29.99 with 7 days free, with the full feature set included. Add known bills first, then use the running balance to decide what needs attention.