# CalBudget Docs

> Product documentation for CalBudget, the calendar-first budgeting platform for dated cash-flow planning, future daily balances, and Advisor-guided money decisions.

## Docs

- [Authentication and sign-in](https://docs.calbudget.com/account/auth-settings.md): Understand CalBudget web and mobile authentication, password reset, Apple sign-in, and Google sign-in.
- [Privacy and account deletion](https://docs.calbudget.com/account/privacy-deletion.md): How CalBudget handles privacy expectations, manual-first planning, and account deletion.
- [Profile and preferences](https://docs.calbudget.com/account/profile-preferences.md): Manage profile settings, themes, appearance options, newsletters, and account controls.
- [Advisor chat](https://docs.calbudget.com/advisor/chat.md): How Advisor chat uses forecast context to answer cash-flow planning questions.
- [Checkups and actions](https://docs.calbudget.com/advisor/checkups-actions.md): How weekly Advisor checkups, generated action plans, and reminder emails work.
- [Advisor overview](https://docs.calbudget.com/advisor/overview.md): Learn what CalBudget Advisor adds on top of Plus: chat, checkups, action plans, reminders, and shared access.
- [Shared access](https://docs.calbudget.com/advisor/shared-access.md): Invite partners, household members, or trusted helpers with view, edit, or manage access.
- [iOS billing](https://docs.calbudget.com/billing/apple-revenuecat.md): Manage CalBudget subscriptions purchased through the iOS app and Apple App Store.
- [Plans](https://docs.calbudget.com/billing/plans.md): Compare Free, Plus, and Advisor plans, billing cycles, feature gates, and upgrade paths.
- [Web billing](https://docs.calbudget.com/billing/stripe.md): Manage CalBudget web subscriptions, payment methods, invoices, renewals, and cancellations.
- [Accounts and categories](https://docs.calbudget.com/core-features/accounts-categories.md): Organize budget calendars with accounts, categories, colors, and bank details.
- [Bookmarks](https://docs.calbudget.com/core-features/bookmarks.md): Save quick-add transaction templates for common planned items.
- [Calendar](https://docs.calbudget.com/core-features/calendar.md): Understand the CalBudget calendar, running balance, month signals, and low-balance planning.
- [Recurring transactions](https://docs.calbudget.com/core-features/recurring.md): Use recurring rules for paychecks, bills, subscriptions, transfers, and debt payments.
- [Transactions](https://docs.calbudget.com/core-features/transactions.md): Create, edit, move, clear, categorize, and bookmark transactions in CalBudget.
- [Usage and limits](https://docs.calbudget.com/core-features/usage-limits.md): Understand plan limits, usage tracking, and what happens when a free user reaches a limit.
- [Build the first forecast](https://docs.calbudget.com/getting-started/first-forecast.md): A practical walkthrough for creating a first 30-day cash-flow forecast in CalBudget.
- [Onboarding](https://docs.calbudget.com/getting-started/onboarding.md): How CalBudget guides new users from a blank account to their first usable forecast.
- [CalBudget documentation](https://docs.calbudget.com/index.md): Learn how to use CalBudget to plan paychecks, bills, subscriptions, debt payments, and future daily balances on a calendar.
- [Emails and notifications](https://docs.calbudget.com/integrations/email.md): Understand the CalBudget emails you may receive for account access, support, billing, Advisor, invites, and product updates.
- [Live support widget](https://docs.calbudget.com/integrations/live-chat.md): Use the bottom-right live support widget to contact CalBudget without leaving the platform.
- [Optional bank connections](https://docs.calbudget.com/integrations/plaid.md): Understand optional bank connections in CalBudget and how they differ from manual budget planning.
- [Desktop app](https://docs.calbudget.com/mobile/desktop.md): Use CalBudget from the desktop app for an app-like budget calendar experience.
- [iOS app](https://docs.calbudget.com/mobile/ios.md): Use CalBudget on iPhone with Sign in with Apple, email/password login, calendar, today view, transactions, and subscriptions.
- [AI insights](https://docs.calbudget.com/planning-tools/ai-insights.md): Understand optional AI recommendations, privacy expectations, and how AI differs from Advisor.
- [Debt planner](https://docs.calbudget.com/planning-tools/debt.md): Use CalBudget debt tools to track debts, compare payoff strategies, and schedule payments against real cash flow.
- [Imports and reconciliation](https://docs.calbudget.com/planning-tools/imports-reconciliation.md): Use CSV, OFX, QFX, Plaid, category rules, and review workflows to turn statement data into useful planning context.
- [Reports](https://docs.calbudget.com/planning-tools/reports.md): Understand category spending, trends, charts, AI reports, and how reports connect back to calendar decisions.
- [Platform map](https://docs.calbudget.com/platform/app-map.md): A customer-facing map of CalBudget: calendar, transactions, accounts, reports, Advisor, billing, settings, mobile, and support.
- [Daily workflow](https://docs.calbudget.com/platform/daily-workflow.md): Use CalBudget day to day: check the lowest balance, add new transactions, clear posted items, and adjust timing.
- [Settings and support](https://docs.calbudget.com/platform/settings-and-support.md): Find profile settings, billing, theme controls, bookmarks, imports, docs, live chat, feedback, and support in CalBudget.
- [Quickstart](https://docs.calbudget.com/quickstart.md): Create a useful CalBudget forecast in a few minutes by entering the real balance, the next income date, and one important bill.
- [Privacy and security](https://docs.calbudget.com/security/privacy-security.md): Understand how to use CalBudget safely and what privacy controls are available to customers.
- [Updates and feedback](https://docs.calbudget.com/support/changelog-feedback.md): Find CalBudget product updates, share feedback, and request improvements.
- [Help center and support](https://docs.calbudget.com/support/help-center-tickets.md): Use CalBudget docs, live support, email support, and in-app replies when you need help.
- [Common issues](https://docs.calbudget.com/troubleshooting/common-issues.md): Troubleshoot sign-in, billing, calendar display, imports, live support, and transaction problems in CalBudget.

## Optional

- [App](https://www.calbudget.com/login)
- [Help center](https://docs.calbudget.com)
- [Website](https://www.calbudget.com)