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CalBudget Business is separate from the personal CalBudget app. A personal budget, personal transactions, and personal billing plan do not mix with a company workspace. This separation helps teams review SaaS spend without changing anyone’s personal cash-flow calendar.

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What stays with the business workspace

CalBudget Business keeps company work together in the business workspace:
  • Company name and verification status
  • Business members and roles
  • Business accounts or uploaded business spend data
  • SaaS vendors, renewals, trials, and review items
  • Evidence attached to a savings opportunity
  • Assigned owners, due dates, and action status
  • Business reports and savings history
People invited to a business workspace should only see the business information their role allows.

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What stays personal

Personal CalBudget data stays in the personal app:
  • Personal accounts and balances
  • Personal transactions and categories
  • Personal recurring transactions and bookmarks
  • Personal debt payoff plans
  • Personal billing plan, such as Free, Plus, or Navigator
A CalBudget Business workspace does not automatically change a personal CalBudget plan, and a personal plan does not automatically activate CalBudget Business.

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Business verification

CalBudget Business is intended for verified businesses. Verification helps make sure the workspace belongs to a real company and that the people requesting access should be working with company spend data. Use a business email when creating or joining a business workspace.

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Deleting data

Deleting a personal CalBudget account is separate from deleting a CalBudget Business workspace. If you need help with a business workspace, contact support and include the company name and the email address you use for CalBudget.
Do not send bank passwords, card numbers, or one-time codes to support. CalBudget support does not need those to help with account or workspace questions.