Usage and limits

CalBudget has a free plan with clear limits and paid plans that remove those limits.

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Free plan limits

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Lifetime transaction count

The free transaction limit counts created transactions over the lifetime of the account. Deleting a transaction does not reduce the count. This prevents users from cycling transactions to bypass the free plan.

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Paid plans

Plus and Advisor remove core usage limits:

• Unlimited accounts
• Unlimited categories
• Unlimited transactions
• Unlimited recurring series
• Unlimited bookmarks

Advisor also unlocks guided planning features.

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Usage modal

The profile menu includes a usage view that shows:

• Current plan
• Account usage
• Transaction usage
• Recurring series usage
• Bookmark usage
• Upgrade path when more room is needed

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Limit enforcement

When a free user exceeds a limit, the app should block the gated action and show an upgrade prompt. Reports, imports, debt tools, AI insights, and Advisor features are paid features.