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Bookmarks are saved transaction templates. Use them for transactions you add repeatedly but do not want to turn into a recurring schedule.

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When to use bookmarks

Use a bookmark when the transaction is familiar but not automatic. Good examples include:
  • A regular grocery store trip
  • Gas
  • Takeout
  • A frequent transfer
  • A common cash withdrawal
  • A bill with an irregular date
  • A repeated one-off expense you want to add quickly
Use a recurring transaction instead when the item has a predictable schedule.

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What a bookmark can save

A bookmark can include:
  • Title
  • Amount
  • Account
  • Category
  • Notes
When you use the bookmark, CalBudget fills those details into a new transaction so you can adjust the date, amount, or notes before saving.

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Create a bookmark

To create a bookmark:
  1. Open the profile menu.
  2. Choose Bookmarks.
  3. Select Add Bookmark.
  4. Enter the template details.
  5. Save the bookmark.
Bookmarks appear in the bookmark setup list and in the quick-add area when you create a new transaction.

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Use a bookmark from the transaction form

When you add a new transaction, CalBudget shows saved bookmarks at the top of the form when bookmarks are available. Select a bookmark to fill the transaction fields. Review the date and amount, make any changes, then create the transaction.

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Use a bookmark from Bookmark Setup

If Bookmark Setup is opened from the calendar, use the quick action next to a bookmark to start a transaction from that template. CalBudget tracks bookmark usage so frequently used templates are easier to recognize over time.

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Edit or delete a bookmark

Open Bookmark Setup to edit or remove saved templates. Editing a bookmark changes future uses of the template. It does not change transactions you already created from that bookmark. Deleting a bookmark removes the template only. It does not delete any transactions that were created from it.

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Bookmarks vs. recurring transactions

Use this rule of thumb:
  • Use bookmarks for repeated manual entry.
  • Use recurring transactions for predictable schedules.
For example, “Gas” is often a bookmark because the date and amount change. “Rent” is usually recurring because the date and amount are predictable.