Add And Edit Transactions

Transactions are the dated items that drive your CalBudget forecast. Add income when money comes in, add expenses when money goes out, and place each item on the date it affects the account.

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Add a transaction

To add a transaction:

1. Open the calendar.
2. Select the date you want, or use the main add button.
3. Enter a title.
4. Enter the amount.
5. Choose Expense or Income.
6. Choose the account.
7. Choose a category if you use one.
8. Add notes or a website URL if helpful.
9. Create the transaction.

The calendar recalculates the running balance after the transaction is saved.

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Use signs while typing amounts

You can type a sign with the amount:

• +130 suggests income.
• -45 suggests expense.

You can also choose Expense or Income directly. The transaction type matters because income raises the balance and expenses lower it.

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Choose an account

Every transaction belongs to an account. If you are viewing one account, CalBudget uses that account by default. If you are viewing a broader calendar state, choose the account that should be affected.

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Choose a category

Categories are optional, but they make the calendar easier to understand and help reports stay organized. Only categories that match the transaction type are shown. Income transactions use income categories, and expense transactions use expense categories.

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Add notes

Use notes for details you may need later:

• Confirmation numbers
• Payment arrangements
• What changed about the amount
• Why a planned transaction exists
• Details for someone you share access with

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Add a website URL

Add a website URL for bills, subscriptions, vendors, or accounts you may want to revisit. CalBudget can show a small site icon when the URL is recognized. Examples:

• netflix.com
• verizon.com
• studentloanprovider.com

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Mark a transaction cleared

Turn on Cleared when the transaction has happened or posted. Use cleared status to separate real account activity from planned future activity. Both planned and cleared transactions affect the balance, but cleared transactions are easier to trust when reviewing what already happened.

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Edit a transaction

Open a transaction to update its title, amount, date, account, category, repeat setting, notes, website URL, or cleared state. Changing the amount, date, type, or account can change the forecast immediately. After editing, review nearby dates to make sure the calendar now matches reality.

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Delete a transaction

Delete a transaction when it should no longer affect the plan. If the transaction is recurring, CalBudget asks whether the change should apply to one occurrence, future occurrences, or the whole series.

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Transaction details

Use the transaction detail view when you want to review a transaction without immediately editing it. From details, you can confirm the amount, date, category, cleared state, and any extra context attached to the transaction.