Help center
The public help center is: https://docs.calbudget.com Use the help center when you want to learn a workflow, understand a feature, or troubleshoot common issues.Contact support from the app
Open the question-mark menu and choose Contact CalBudget Support. This opens the bottom-right live support widget. You can also use the support launcher in the bottom-right corner when it is visible.What support can help with
Support can help with:- Sign-in and account access.
- Billing and plan status.
- Calendar display issues.
- Transaction entry or recurring rules.
- Imports and reconciliation.
- Advisor questions.
- Mobile or desktop app issues.
- Bugs or unexpected errors.
What to include
Include enough context to reproduce the issue:- The page or feature you were using.
- The account or month involved.
- The steps you took.
- Any error message.
- Whether refreshing changes the result.