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.
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.
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.