Practical guides for building a calendar budget, reading your future balance, managing transactions, handling billing, and getting support when something needs attention.
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Set up your first account, income, bills, and planned spending so the calendar can show your future balance.
Read guide 02Understand the daily projected balance on each calendar day and use it to spot low points before they happen.
Read guide 03Create transactions, edit details, drag items between dates, and use undo when plans change.
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Set up your first account, income, bills, and planned spending so the calendar can show your future balance.
Understand the daily projected balance on each calendar day and use it to spot low points before they happen.
Create transactions, edit details, drag items between dates, and use undo when plans change.
Turn repeat paychecks, subscriptions, bills, and planned transfers into a reliable future forecast.
Upload CSV, OFX, or QFX history, review detected recurring schedules, and add predictable items safely.
Organize accounts, category colors, saved transaction templates, and bank detail labels.
Review spending by category, spot trends, and generate a Navigator AI summary when you opt in.
Add debt accounts, compare payoff strategies, and export a payment plan back to your calendar.
Understand trial countdowns, payment method prompts, Stripe billing, App Store subscriptions, and cancellation.
Update profile details, password, dark or light mode, logos, insights, keyboard shortcuts, and account settings.
Move around the calendar, search transactions, use keyboard shortcuts, and switch calendar views.
Use the App Store version for Today, Calendar, Transactions, and Settings while keeping the same CalBudget account.
Restore purchases in the iOS app and understand when CalBudget checks App Store subscription access.
Open support tickets, check replies, and send product feedback from inside CalBudget.