> ## 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.

# Daily workflow

> Use CalBudget day to day: check the lowest balance, add new transactions, clear posted items, and adjust timing.

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.

<img src="https://mintcdn.com/cal-budget/ksjrvi-hRptN21b2/images/add-transaction.svg?fit=max&auto=format&n=ksjrvi-hRptN21b2&q=85&s=aea9e087bbbd16172160555da7d7913a" alt="CalBudget add transaction form" width="1200" height="720" data-path="images/add-transaction.svg" />

## A five-minute checkup

<Steps>
  <Step title="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.
  </Step>

  <Step title="Look at the lowest balance">
    Find the lowest projected day in the visible range. This tells you where timing pressure is highest.
  </Step>

  <Step title="Review upcoming income and bills">
    Confirm that the next paycheck, rent, utilities, subscriptions, debt payments, and planned purchases are on the right dates.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Clear posted items">
    Mark items as cleared when they have posted or when you have confirmed them. This keeps plan and reality aligned.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

<Tip>
  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.
</Tip>