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A good CalBudget habit takes only a few minutes. Start with the lowest future balance, then update anything that changed since the last time you opened the calendar. CalBudget add transaction form

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A five-minute checkup

1

Open the current account

Use the account selector to choose the account you want to review. If you use multiple accounts, check the one that pays bills first.
2

Look at the lowest balance

Find the lowest projected day in the visible range. This tells you where timing pressure is highest.
3

Review upcoming income and bills

Confirm that the next paycheck, rent, utilities, subscriptions, debt payments, and planned purchases are on the right dates.
4

Add anything new

Use Add or click a date on the calendar to create a transaction for that day. Use bookmarks for common one-off items.
5

Clear posted items

Mark items as cleared when they have posted or when you have confirmed them. This keeps plan and reality aligned.
6

Adjust timing before it hurts

If the low point is too close for comfort, move a flexible expense, change a bill date, reduce optional spending, or add a planned buffer.

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Weekly planning rhythm

Once a week, review the next 30 to 90 days.
  • Update the account balance if it changed outside CalBudget.
  • Check that recurring transactions are still accurate.
  • Add known annual bills or irregular expenses early.
  • Review category spending and trends if you are on a paid plan.
  • Use Advisor to ask what deserves attention before the next paycheck.

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When the calendar looks wrong

Check these first:
  • The account balance is current.
  • Income is marked as Income.
  • Expenses are marked as Expense.
  • The transaction date is when money affects the account.
  • A bill is not duplicated by a recurring rule.
  • The transaction belongs to the correct account.
You can add a transaction from the Add button or by selecting a date on the calendar. The date matters because every future balance depends on it.