CalendarBudget Review 2023

Jeremy Biberdorf
By: Jeremy Biberdorf
Sep 20, 2023
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4.8 rating based on 5 ratings

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In a Nutshell: In today’s fast-paced world, effectively managing personal finances has become more crucial than ever. CalendarBudget steps up as an advanced budget maker, revolutionizing how we perceive and handle our money. Designed as a budget calendar, it beautifully integrates financial planning into a calendar format, offering a seamless and intuitive approach to managing monthly budgets.

For those weary of juggling between credit cards, upcoming bills, and regular spending, CalendarBudget emerges as a centralized platform. It not only aids in visualizing monthly spending but also forecasts future balances, ensuring you’re always a step ahead in your financial journey. With its cloud-based software, you’re granted access to your finances in real-time, anywhere, anytime.

Service TypeFees
Budget management software$7.99/month
Pros & Cons
  • Intuitive calendar format for financial planning.
  • Real-time access to personal finance app on multiple platforms.
  • Accurate forecasts for upcoming payments and future balances.
  • Detailed spending by category and transaction history.
  • Comprehensive budget categories and advanced budgeting tools.
  • Available for USA & Canada only.
  • Still in Beta for some features.
  • Requires regular updates for optimal budget plan accuracy.

Who is CalendarBudget For?

CalendarBudget isn’t just for the budget expert with every penny accounted for. This tool is crafted for anyone who wishes to get a grip on their personal finances. Whether you’re a college student, a working professional, or a retiree, the platform caters to all. For those who tend to indulge in impulse buying, or often find themselves lost in their monthly expenses, this budget management software is a godsend.

Moreover, it’s for those who appreciate a visual representation of their finances. The calendar format grants users a clear snapshot of their financial status on a daily basis. As a result, planning for upcoming expenses or aiming for future financial goals becomes a walk in the park.

How Does CalendarBudget Work?

At its core, CalendarBudget functions as a budget planner money manager. Upon signing up, users can seamlessly integrate their credit cards and begin tracking their spending. All transactions with details are recorded in real-time, providing users with up-to-date insights into their financial health.

Beyond just tracking, the platform offers interactive reports. These reports let users delve into their spending patterns, emphasizing areas that might require attention. For instance, if your monthly calendar budget showcases excessive spending on dining out, CalendarBudget will flag this — allowing for better financial decisions in the future.

Features of CalendarBudget

Monthly Calendar Budgeting

The primary feature, and what sets CalendarBudget apart, is its unique monthly calendar budget approach. Users can easily visualize their monthly expenses, upcoming bills, and budget amounts, ensuring they’re always in control.

Account Balance Forecast

This feature enables users to anticipate their account balance for any day in the future. Whether you’re saving for a major purchase or striving to reduce debt, this foresight is invaluable.

Bill Reminders

Forget about the hassles of late fees or missed payments. With CalendarBudget’s calendared reminders, every bill is timely addressed.

Budgeting Made Simple

One of the most appealing aspects of CalendarBudget is its simplicity. The interface is straightforward, making it accessible even for those new to budgeting. All budget amounts, whether planned or actual, are depicted clearly and concisely.

Furthermore, with its advanced budget maker feature, CalendarBudget provides users with budget suggestions. These are grounded on one’s financial habits and designed to enhance one’s saving potential. This goes to show that with the right budget planning tool, mastering personal finances is no Herculean task.

Diving Deep into CalendarBudget’s Offerings

Understanding a tool’s depth and breadth can make all the difference. With CalendarBudget, there’s a lot beneath the surface that merits a closer look. Let’s uncover some of the advanced features and how they integrate into your financial journey.

Seamless Cloud Integration

In an age where accessibility is paramount, CalendarBudget doesn’t disappoint. Built as a cloud-based software, it allows users to manage their finances on a single platform. But what truly sets this apart?

Universal Access:
Thanks to its cloud integration, users can access their personal finance data anywhere, be it on a computer or mobile device. Whether you’re on vacation, in a business meeting, or just out for coffee, your budget is just a few taps away. It’s this accessibility that ensures you’re always on top of your financial game.

Real-Time Data Updates:
The cloud isn’t just about access. With CalendarBudget, any change or update made reflects instantly across all devices. If you’ve ever been caught off guard by outdated information, this feature promises that won’t happen. Every transaction, every update, and every bit of data is in real-time.

Empowering Users through Education

While CalendarBudget offers an extensive range of tools, it also recognizes the importance of financial literacy. Users are not only provided with the tools to manage their finances but also with the knowledge to use them effectively.

Exclusive Financial Courses:
Premium members get access to an exclusive course – the “21-Day Budgeting Habit Installer”. This course, as the name suggests, aims to instill budgeting as a habit, making it an integral part of one’s daily routine. Through a structured curriculum, users are taught the nuances of financial planning and the best practices to follow.

Resourceful E-Books:
In addition to the course, members also get an E-Book titled “Power Spending: Getting More For Less”. This resource delves into smart spending habits, emphasizing how one can maximize value without compromising on quality. It’s not always about cutting back — sometimes, it’s about spending wisely.

Final Thoughts

CalendarBudget has undeniably carved a niche for itself in the world of personal finance apps. Its emphasis on a calendar format combined with a robust set of features makes it a formidable budget planning software. The ability to forecast future balances and track transactions with details in real time makes it stand out.

However, it’s essential to mention its limited availability, with services restricted to the USA and Canada. Yet, given its comprehensive suite of tools and its commitment to improving users’ financial health, it scores an impressive 4.8/5 in our books.

For those keen on taking charge of their personal finances, CalendarBudget is well worth the exploration. Dive into a world of efficient budgeting and financial foresight – click here to check out CalendarBudget for yourself!

Frequently Asked Questions

Absolutely. CalendarBudget is designed to cater to both beginners and those seasoned in the realm of financial planning. Its intuitive interface, combined with a range of educational resources, ensures newcomers can comfortably navigate and make the most of the platform.

The platform seamlessly integrates credit card transactions, allowing users to track their spending in real time. This ensures credit card users can monitor their expenses, set budget limits, and avoid potential debt traps.

Yes, one of CalendarBudget’s standout features is its ability to forecast future balances. Users can anticipate their account balance for any day in the future, making financial planning and decision-making more informed.

Indeed. CalendarBudget offers mobile apps for both iOS and Android. These apps, combined with their cloud-based nature, ensure you can manage and access your finances on the go.

The Premium Membership, priced at $7.99/month, provides users with an array of advanced tools. These include bank connect & auto-import, real-time spending reports, access to financial courses, e-books, and more.

Safety is paramount for CalendarBudget. As a cloud-based software, it employs robust security measures to ensure user data is protected against potential threats.

Through its interactive reports and budget suggestions, CalendarBudget helps users identify and curb excessive spending habits. Recognizing patterns in impulse buying can lead to more informed spending decisions in the future.

Currently, CalendarBudget primarily serves users in the USA & Canada. However, potential expansions to other regions might be on the horizon.

Certainly. CalendarBudget’s calendared reminders ensure you never miss out on a payment. This feature is especially beneficial to avoid late fees or potential overdraft charges.

This advanced feature allows users to jump months and even years into the future using bookmarks. By forecasting income, expenses, and other financial factors, CalendarBudget lets you visualize and plan for long-term financial goals and obligations.

Jeremy Biberdorf

About the Author:

Jeremy Biberdorf is the founder of Modest Money. He’s a father of 2 beautiful girls, a dog owner, a long-time online entrepreneur and an investing enthusiast.