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#29

CalendarBudget is ranked #29 in the Budgeting Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

CalendarBudget Pricing

Based on our most recent analysis, CalendarBudget pricing starts at $8 (Monthly).

Price
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Starting From
$8
Pricing Model
Monthly
Free Trial
Yes, Request for Free

Training Resources

CalendarBudget is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for CalendarBudget:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

CalendarBudget Benefits and Insights

Why use CalendarBudget?

Key differentiators & advantages of CalendarBudget

  • Financial Clarity: CalendarBudget provides a clear visual representation of your financial situation, allowing you to see your income, expenses, and savings at a glance. This transparency helps in making informed financial decisions.
  • Improved Cash Flow Management: By scheduling expenses and income, you can better manage your cash flow, ensuring that you have enough funds available when needed and avoiding overdraft fees.
  • Goal Achievement: Set and track financial goals, such as saving for a vacation or paying off debt. CalendarBudget helps you stay on track by showing progress and adjusting plans as needed.
  • Reduced Financial Stress: Knowing exactly where your money is going and having a plan in place reduces anxiety related to financial uncertainty and unexpected expenses.
  • Enhanced Financial Discipline: Regularly updating and reviewing your budget encourages disciplined spending habits, helping you avoid impulse purchases and unnecessary expenses.
  • Customizable Budgeting: Tailor your budget to fit your unique financial situation and lifestyle, allowing for adjustments as your circumstances change over time.
  • Real-Time Updates: With real-time updates, you can make immediate adjustments to your budget, ensuring that it reflects your current financial status accurately.
  • Long-Term Financial Planning: Plan for the future by projecting your financial situation months or even years ahead, helping you prepare for major life events like buying a home or retirement.
  • Increased Savings Potential: By identifying areas where you can cut back, CalendarBudget helps you increase your savings, whether for an emergency fund or long-term investments.
  • Comprehensive Financial Overview: Integrate all your financial accounts for a comprehensive view, making it easier to manage multiple income streams and expenses.
  • Educational Insights: Gain insights into your spending habits and financial patterns, helping you learn and improve your financial literacy over time.
  • Collaborative Budgeting: Share your budget with family members or financial advisors, facilitating collaboration and ensuring everyone is on the same page financially.
  • Time Efficiency: Automate recurring transactions and set reminders for bills, saving you time and reducing the risk of missed payments.
  • Environmental Impact Awareness: Track spending on utilities and other resources, encouraging more sustainable financial and environmental practices.
  • Security and Privacy: Benefit from robust security measures that protect your financial data, giving you peace of mind while managing your budget online.

Industry Expertise

CalendarBudget is a budgeting software that is best suited for individuals and families who want to manage their finances on a calendar-based system. It is also suitable for financial advisors, small business owners, and non-profit organizations who need to track and plan their finances.

Synopsis of User Ratings and Reviews

Based on an aggregate of CalendarBudget reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Visual Clarity: User reviews highlight CalendarBudget's intuitive calendar-based interface as a key strength, allowing users to clearly visualize their income, expenses, and overall financial standing in a familiar format.
  • Daily Financial Control: The daily expense tracking feature, as per user reviews, empowers users to maintain a tight grip on their spending habits, promoting financial awareness and responsibility.
  • Proactive Financial Management: CalendarBudget's bill reminder functionality, as reported by users, assists in avoiding late fees and penalties, promoting a proactive approach to financial obligations.

Cons

  • No Business Features: User reviews describe CalendarBudget as a tool geared towards personal finances, with features that cater to individuals and families. It lacks business-specific features such as expense tracking, invoicing, or collaboration tools, making it unsuitable for business users.
  • Manual Transaction Import: User reviews consistently mention the lack of automated transaction importing as a drawback. Business users, who often deal with a higher volume of transactions, would find this manual process time-consuming and inefficient.

Researcher's Summary:

Is your budget stuck in a rut? CalendarBudget, a personal finance app, is receiving positive buzz for its unique calendar-centric approach to budgeting. Users rave about its intuitive design, which visually displays income and expenses on a calendar, making tracking daily spending and forecasting future balances a breeze. This feature, absent in traditional list-based budgeting apps, is praised for its clarity, helping users like one who eliminated credit card debt and proactively manages finances, avoiding overdrafts. The app's ability to schedule bill reminders and generate interactive reports empowers users to understand their spending habits and achieve savings goals.

Users highlight the app's simplicity as a major plus, making budgeting less daunting and more accessible. The ability to forecast account balances, a feature one user leverages to strategically time bill payments, is lauded for facilitating informed financial decisions. CalendarBudget's compatibility with Android, iOS, and web platforms ensures accessibility across devices, a significant advantage over desktop-bound alternatives. The app's robust security measures, including bank-level encryption, provide users with peace of mind. Overall, CalendarBudget is ideally suited for individuals or families seeking a visually engaging and user-friendly tool to take control of their finances.

Key Features

Notable CalendarBudget features include:

  • Calendar-Based Interface: Integrates budgeting with a calendar view, allowing users to visualize their financial plans alongside their daily schedules.
  • Automatic Transaction Import: Connects with bank accounts to automatically import and categorize transactions, reducing manual entry.
  • Customizable Categories: Users can create and modify spending categories to tailor the budgeting experience to their unique financial habits.
  • Recurring Transactions: Supports setting up recurring income and expenses, such as salaries or monthly bills, to streamline budget planning.
  • Real-Time Budget Tracking: Provides up-to-date insights into spending patterns and budget adherence, helping users make informed financial decisions.
  • Goal Setting: Allows users to set financial goals and track progress, fostering a proactive approach to saving and spending.
  • Mobile Accessibility: Offers a mobile app that syncs with the desktop version, ensuring users can manage their finances on the go.
  • Spending Reports: Generates detailed reports on spending habits, offering insights into areas where users can cut costs or reallocate funds.
  • Security Features: Employs encryption and secure login protocols to protect sensitive financial data.
  • Budget Alerts: Sends notifications for upcoming bills or when spending approaches budget limits, helping users avoid overspending.
  • Multi-Currency Support: Accommodates users who manage finances in different currencies, useful for international transactions.
  • Data Export Options: Allows users to export financial data for further analysis or record-keeping in formats like CSV.
  • User-Friendly Design: Features an intuitive interface that simplifies navigation and enhances the user experience.
  • Integration with Financial Tools: Compatible with other financial software and tools, enabling a comprehensive financial management system.
  • Customizable Budget Periods: Users can define their own budget periods, whether weekly, monthly, or annually, to suit their financial planning needs.