CalBudget help & support
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Search current CalBudget guides, open a tracked support ticket, review replies, or contact the team directly.
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Review ticket history, staff replies, status, and every conversation in one place.
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Send an account, billing, bug, data, or product question directly to the support team.
Open a ticketEmail support
Reach the team at support@calbudget.com when you cannot access your CalBudget account.
Send an emailAccount & billing help
Get help with sign-in, Stripe billing, App Store subscriptions, imports, and calendar setup.
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Most useful first reads
Getting started with CalBudget
Set up your first account, income, bills, and planned spending so the calendar can show your future balance.
Read guide 02Read your running balance
Understand the daily projected balance on each calendar day and use it to spot low points before they happen.
Read guide 03Add, edit, and move transactions
Create transactions, edit details, drag items between dates, and use undo when plans change.
Read guideBrowse
All help articles
Getting started with CalBudget
Set up your first account, income, bills, and planned spending so the calendar can show your future balance.
Read your running balance
Understand the daily projected balance on each calendar day and use it to spot low points before they happen.
Add, edit, and move transactions
Create transactions, edit details, drag items between dates, and use undo when plans change.
Create recurring bills and income
Turn repeat paychecks, subscriptions, bills, and planned transfers into a reliable future forecast.
Import a bank statement
Upload CSV, OFX, or QFX history, review detected recurring schedules, and add predictable items safely.
Manage accounts, categories, and bookmarks
Organize accounts, category colors, saved transaction templates, and bank detail labels.
Use reports and Navigator AI insights
Review spending by category, spot trends, and generate a Navigator AI summary when you opt in.
Plan debt payoff
Add debt accounts, compare payoff strategies, and export a payment plan back to your calendar.
Manage your subscription and trial
Understand trial countdowns, payment method prompts, Stripe billing, App Store subscriptions, and cancellation.
Customize settings and security
Update profile details, password, dark or light mode, logos, insights, keyboard shortcuts, and account settings.
Use search, shortcuts, and navigation
Move around the calendar, search transactions, use keyboard shortcuts, and switch calendar views.
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.
Restore or sync an App Store subscription
Restore purchases in the iOS app and understand when CalBudget checks App Store subscription access.
Use the Support portal and send feedback
Open tracked tickets, follow staff replies, use email support, and send product feedback from CalBudget.