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CalBudget is manual-first. You do not need to connect a bank account to build a forecast, add bills, schedule paychecks, or use the calendar. Optional bank connections can help bring account context into CalBudget, but you should still review imported or synced information before relying on it.

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When to connect an account

Connecting an account can help when you want to:
  • Compare planned transactions against posted activity.
  • Keep balances easier to review.
  • Find recurring income or bills.
  • Reduce manual entry for statement history.

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Manual planning still matters

Bank history shows what already happened. CalBudget is most useful when it also includes what you know is coming next. Add future paychecks, bills, subscriptions, debt payments, and planned spending even if they have not posted yet.

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Disconnecting

If you no longer want a bank connection, use the account or connection settings in CalBudget to remove it where available. Your manual forecast can still work after disconnecting.

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If a connection needs attention

If a connection fails or needs to be refreshed:
  1. Open the relevant account or connection settings.
  2. Follow the reconnect prompt if one appears.
  3. If the issue continues, contact support from the live support widget.
CalBudget does not require bank login for core calendar-first budgeting.