Advisor overview - CalBudget Docs

CalBudget Advisor is the guided planning tier. It includes everything in Plus and adds an AI-assisted planning layer around your forecast.

CalBudget Advisor chat widget with quick questions and a forecast answer

Advisor features

Feature	What it does
Advisor chat	Answers questions about the user’s account forecast and upcoming cash-flow risk.
Weekly checkups	Generates a summary of risk, lowest balance, projected finish, and action items.
Action plans	Turns forecast signals into trackable next steps.
Reminder emails	Sends due-step reminders for open Advisor actions.
Shared access	Lets you invite another trusted person with view, edit, or manage access.

Advisor data context

Advisor uses:

Account balance
Recent transactions
Future transactions
Recurring items
Top outflows
Upcoming income and expenses
Lowest balance date and amount
Projected finish

Access requirements

Advisor features require the Advisor plan. Plus includes unlimited planning tools, imports, reports, debt tools, and AI recommendations, but it does not include Advisor chat, checkups, action plans, reminders, or shared access.

Product language

CalBudget uses Advisor as the plan and feature name. It does not mean CalBudget is a licensed financial advisor.

Advisor provides informational planning help based on the forecast. It is not professional financial advice.