Transactions - CalBudget Docs

Transactions are the dated money events that build the forecast.

Transaction fields

Field	Purpose
Title	Name shown on the calendar.
Amount	Positive numeric amount. A leading `+` or `-` can hint income or expense while typing.
Type	Income increases the balance. Expense decreases it.
Date	Calendar date that the item affects the account.
Account	Account forecast that owns the transaction.
Category	Income or expense label and color.
Repeat	Optional recurring rule.
Notes	Optional planning context.
Website URL	Optional merchant or bill URL. `https://` is added automatically when omitted.
Cleared	Marks posted or confirmed items.

Signed amount shortcuts

The transaction form detects signs in the amount field:

+130 switches the transaction type to income and stores amount 130.
-42.50 switches the transaction type to expense and stores amount 42.50.
42.50 keeps the currently selected type.

Website URL normalization

Users do not need to type the protocol. For example:

netflix.com

is saved as:

https://netflix.com/

Invalid protocols are rejected.

Moving transactions

Transactions can be moved by dragging on the calendar or editing the date. Moving a transaction changes the running balance for every day after the old and new dates.

Recurring transaction edits

For recurring transactions, users can choose scope:

One occurrence
Future occurrences
All occurrences in the series

Use one occurrence for exceptions. Use future or all occurrences for permanent schedule changes.

Cleared state

Cleared means the transaction has posted or has been confirmed. It does not remove the item from the forecast. It helps separate plan from reality.

Delete behavior and free limits

Free plan transaction usage is lifetime-based. Deleting a transaction does not reset the free transaction count.

​Transaction fields

​Signed amount shortcuts

​Website URL normalization

​Moving transactions

​Recurring transaction edits

​Cleared state

​Delete behavior and free limits