Bookmarks

Bookmarks are reusable transaction templates. They are best for common items that are not predictable enough to be recurring.

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What bookmarks save

A bookmark can store:

• Title
• Amount
• Account
• Category
• Notes

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When to use a bookmark

Use bookmarks for:

• Common grocery trips
• Gas purchases
• Cash withdrawals
• One-off transfers
• Repeated discretionary spending

Do not use bookmarks for fixed bills or paychecks. Those should usually be recurring transactions.

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Applying a bookmark

When creating a new transaction, select a bookmark to fill the form. The date remains the selected calendar date. CalBudget tracks bookmark use count and last-used time so commonly used templates can appear first.

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Limits