Profile and preferences
Open your profile menu from the top-right corner of the app. From there you can manage:- Profile settings for name, email-related preferences, appearance, and account controls.
- Billing and plan for your current plan, renewal, cancellation, and payment management.
- Theme for dark or light mode.
- Usage to see how many accounts, transactions, recurring series, and bookmarks you have used.
Workspace tools
The workspace section helps you organize the forecast:- Accounts for balances and separate forecasts.
- Categories for income and spending labels.
- Bookmarks for saved quick-add transaction templates.
- Bank details for optional planning context.
- Import statement for bringing in statement files when available on your plan.
Planning and export tools
Depending on your plan, you may also see:- AI financial report for an opt-in planning summary.
- Debt payoff for calendar-aware debt planning.
- Export CSV for downloading transaction data.
- Print tidy and Print full for printing a cleaner or more detailed calendar view.
Help menu
Use the question-mark menu in the platform for help.| Option | What it does |
|---|---|
| Help Center | Opens these docs at docs.calbudget.com. |
| Contact CalBudget Support | Opens the bottom-right live support widget. |
| Latest Updates | Shows recent product changes. |
| Keyboard Shortcuts | Shows available keyboard controls where supported. |
Contact support
The fastest path is the in-app support widget. You can also email support@calbudget.com. When asking for help, include:- What you were trying to do.
- Which account or month you were viewing.
- Whether the issue happens after refreshing.
- Any visible error message.