Support
Use the Support portal and send feedback
Open tracked tickets, follow staff replies, use email support, and send product feedback from CalBudget.
CalBudget keeps personal support in one Support portal. Every ticket has a reference, status, category, complete conversation history, and live reply updates.
Open the Support portal
Open the floating question mark in the bottom-right corner, or open Help & support and choose Support portal. From the same workspace, you can start a ticket, review previous conversations, and reply to the support team.
Check ticket replies
If support replies, CalBudget shows a banner and ticket indicator. Open the Support portal to review the response and continue the conversation. Staff replies are also sent to your account email, while the portal remains the permanent source of truth.
If you cannot sign in
Visit the public Support options page or email the team directly. Include the email address on your CalBudget account so support can locate the correct account without asking for sensitive financial details.
Send feedback
When feedback is available, CalBudget may show a prompt or menu item. Useful feedback can be about setup, calendar planning, imports, mobile use, billing, reports, or anything confusing.
When to contact support
Contact support when something is broken, confusing, account-specific, or blocking your planning. Feedback is better for ideas, rough edges, and suggestions that do not require a direct reply.
| Need | Best path |
|---|---|
| Account or billing issue | Open the Support portal. |
| Bug report | Start a ticket with details. |
| Product idea | Send feedback. |
| Existing support reply | Open the Support portal. |
| Cannot sign in | Use Email support on the Support options page. |
Send a useful support request
- Select the floating question mark or open Help & support.
- Choose Support portal, then Start a new ticket.
- Write what happened.
- Include what you expected to happen.
- Add the page or feature where the issue occurred.
- Send the request and watch for ticket replies.
Check replies
If support responds, CalBudget shows a banner and ticket indicator in the navigation. Open the same Support portal to read the reply and continue the conversation if needed. Your complete ticket history remains available there.
Ticket statuses
| Status | What it means |
|---|---|
| With support | Your request is in the support queue. |
| Being investigated | The team is actively reviewing the issue. |
| Waiting on you | Support needs a reply or additional detail. |
| Resolved | The request has been answered or fixed. |
| Closed | The conversation is complete; start a new ticket for a separate issue. |
Good feedback examples
Helpful feedback is specific. Instead of saying a screen is confusing, mention the screen, what you tried to do, where you hesitated, and what wording or layout would have helped.
Support checklist
- Include the feature or page where the issue happened.
- Include what you expected to happen.
- Include what actually happened.
- Mention whether you were on web, iPhone, or iPad.
- Include the ticket reference when discussing an existing request by email.
- Check the Support portal for replies.
When feedback is better than support
Use feedback when nothing is broken but the product could be clearer, faster, or easier. Use support when you need help with an account, billing, data, or a bug that blocks your work.
Before sending a ticket
Try refreshing the page once and checking whether the issue happens again. If it does, include that in your message. For billing or access issues, mention whether you subscribed through the website or the App Store so support can start in the right place.
Never include a password, full payment-card number, bank login, or authentication code in a support ticket. CalBudget Support does not need those details to investigate an account issue.
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