Viewing Accounts and Expenditures:
CalendarBudget is free online budget software that is used for tracking spending today and budgeting up to 20 years into the future.
CalendarBudget looks like an online calendar, similar to Google Calendar, with income, expenses and a running balance of all accounts combined for each day. Access a calendar view for individual accounts or all accounts using the tabs at the top of the screen.
Financial Reporting Feaures:
CalendarBudget provides financial reporting from the side bar and a Reports module at the top of the screen. The side bar is populated with color-coded spending categories
and the amount available for spending per category, or the amount overspent. Click a tab above the side bar to see high and low monthly account balances and surpluses and deficits for budgeted categories.
The reports module has graphical reports selections for monthly spending by category and spending trends over the past six months. There's also an option to create a printable PDF of the calendar and to export data to CSV for spreadsheet analysis of finances.
Former Adaptu users can easily migrate their financial data to CalendarBudget using the import wizard that was designed just for them. For details, see A Solution for Adaptu Users!
There are no automated transaction downloads in CalendarBudget, but you can import transactions using an OFX or QFX file download, which most financial institutions provide through online banking. If you have been using automatic downloads in financial software, you may miss this feature.
Working with Transactions:
CalendarBudget does not handle transactions in individual account registers
, but instead uses calendars to represent financial accounts. To enter a transaction, click on the date the transaction occurred on the calendar and enter the details, including account used, budget category and whether this is a repeating expense or income item.
Alerts, Reminders and Bookmarks:
You can set CalenderBudget to send reminders via email for upcoming bills, a date when you need to do budget plan updates, and important announcements. These reminders are called Alerts, not to be confused with the alerts located on the side bar.
CalendarBudget has a Bookmark feature for returning easily to any date on the calendar. Set a bookmark for a date from the settings menu and then return to that date using the dropdown Bookmarks list on the upper right part of the screen.
CalendarBudget Support and Membership:
Help options for using CalendarBudget are listed under the Help link at the top of the screen. FAQ's, videos and an user forum are listed, and an online form for contacting support. The 21 Day Budgeting Habit Installer Video Library explains how to use all features in short videos. You can watch them all, or choose the ones you need to see,
CalendarBudget once had varying levels of subscriptions, but it's now free. Visit CalendarBudget.com to learn more and to sign up.