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