Core expectations
- You can use CalBudget without connecting a bank account.
- You control the transactions, categories, and accounts you create.
- Optional integrations should be reviewed before they affect your forecast.
- Account deletion is available from account settings where supported.
- Advisor and AI features are informational and should not be treated as financial advice.
Keep your account safe
- Use a strong password if you sign in with email/password.
- Use the same provider you used to create your account.
- Do not share your login credentials.
- Sign out on shared devices.
- Be careful with screenshots that show balances, account names, or transaction details.
What not to send in support
Do not send:- Bank passwords.
- Full account numbers.
- Full card numbers.
- One-time passcodes.
- Private credentials.