> ## Documentation Index
> Fetch the complete documentation index at: https://docs.calbudget.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Platform map

> A customer-facing map of CalBudget: calendar, transactions, accounts, reports, Advisor, billing, settings, mobile, and support.

CalBudget is a budget calendar. You add accounts, income, bills, subscriptions, debt payments, and planned spending on the dates they affect your balance. CalBudget turns those dated items into a daily forecast so you can see tight spots before they happen.

<img src="https://mintcdn.com/cal-budget/ksjrvi-hRptN21b2/images/calendar-overview.svg?fit=max&auto=format&n=ksjrvi-hRptN21b2&q=85&s=968a062edf6354e3c7d14e5d3b05b524" alt="CalBudget calendar overview with daily balances and month signals" width="1200" height="720" data-path="images/calendar-overview.svg" />

## Main areas of the platform

| Area                 | What you use it for                                                                                |
| -------------------- | -------------------------------------------------------------------------------------------------- |
| **Calendar**         | See daily balances, add money events, move dates, and understand the next low point.               |
| **Transactions**     | Create, edit, repeat, clear, categorize, bookmark, and move income or expenses.                    |
| **Accounts**         | Keep separate forecasts for checking, savings, shared accounts, or other planning buckets.         |
| **Categories**       | Label income and spending so the calendar and reports are easier to read.                          |
| **Reports**          | Review category spending, trends, and planning signals that explain the forecast.                  |
| **Debt planner**     | Model payoff plans and make sure payments still fit your cash-flow calendar.                       |
| **Advisor**          | Ask planning questions, review checkups, create actions, and invite trusted helpers.               |
| **Settings**         | Manage profile preferences, theme, billing, accounts, categories, bookmarks, imports, and support. |
| **Mobile app**       | Check today, add transactions, and review your budget calendar from iPhone.                        |
| **Help and support** | Read docs, open live chat, contact support, and review product updates.                            |

## How CalBudget thinks about money

CalBudget plans by date. The question is not only whether a month ends positive. The important question is whether the account stays safe on every day between now and the next income date.

The forecast starts with an account balance. Income raises the balance on its date. Expenses lower the balance on their dates. Recurring items create future occurrences so your next months remain useful.

## Common paths

<CardGroup cols={2}>
  <Card title="Build a first forecast" icon="rocket" href="/quickstart">
    Add one account, one paycheck, and one important bill.
  </Card>

  <Card title="Add transactions" icon="receipt" href="/core-features/transactions">
    Learn every field in the transaction form and how repeat rules work.
  </Card>

  <Card title="Use Advisor" icon="sparkles" href="/advisor/overview">
    Ask forecast questions and turn checkups into actions.
  </Card>

  <Card title="Manage settings" icon="settings" href="/platform/settings-and-support">
    Find billing, theme, bookmarks, imports, help, and support.
  </Card>
</CardGroup>

## What CalBudget is not

CalBudget is not a bank, credit counselor, investment advisor, tax preparer, or legal advisor. It is an informational planning tool that helps you organize dates, balances, and decisions.