Usage and limits - CalBudget Docs

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

Free plan limits

Resource	Free limit
Accounts	1
Categories	25
Lifetime transactions	50
Recurring series	5
Bookmarks	3

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.

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. 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

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.