CalendarBudget Online Budgeting Review

Manage your budget calendar easily and now for free

CalendarBudget is an online money management tool that tracks daily spending.
CalendarBudget Demo. Credit: Screen Shot by Shelley Elmblad

CalendarBudget is a free web-based online budget calendar application that helps you track your spending today and plan your budget up to 20 years into the future. CalendarBudget offers an online calendar with income, expenses and a running balance of all accounts combined for each day. You can switch between views for individual accounts or all accounts using the tabs at the top of the screen, too.

Creating Financial Reports in CalendarBudget

CalendarBudget provides financial reporting from the sidebar and a Reports module at the top of the screen. The sidebar is populated with color-coded spending categories and the amount available for spending per category, or the amount overspent. Click a tab above the sidebar 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 a CSV file for spreadsheet analysis of finances.

Importing Transactions in CalendarBudget

There is no automated transaction importing function in CalendarBudget, but you can import transactions from an OFX  (Open Financial Exchange) file or Quicken's QFX file, which most financial institutions provide through online banking.

If you have been using automatic downloads in financial software, you may miss this feature.

Former Adaptu users can easily migrate their  financial data to CalendarBudget using the import wizard that was designed just for them. 

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 budget calendar reminders through email for upcoming bills, important announcements and to schedule a time to do budget plan updates. 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 drop-down 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 along with FAQ's, videos and a community forum for users who can help answer your questions about CalendarBudget. You can also find an online form for contacting CalendarBudget 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 that address the topic you're most interested in.

Subscribing to CalendarBudget

CalendarBudget used to have multiple levels of subscriptions, but it's now free.

Visit to learn more and to sign up.

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