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Messages - Eric Poulin

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CalendarBudget Support / Re: App on Pixel devices?
« on: May 22, 2019, 05:11:00 PM »
We created a new page today on our website with these instructions:

Feature Wish List / Re: Split entries and reconciling
« on: May 20, 2019, 06:09:41 PM »
Browser rewrite is scheduled for this summer. The recent update to our login is a first step.

CalendarBudget Support / Re: Due Dates
« on: May 20, 2019, 06:08:54 PM »
Unfortunately, we don't have the ability to bulk edit a set of transactions. For the moment, you'll need to mark each one individually. But, if you use the search functionality (top left of browser app) you should be able to easily identify the ones you need to modify.

CalendarBudget Support / Re: App on Pixel devices?
« on: May 20, 2019, 06:07:29 PM »
No, it should work on any Android. Are you getting a blank screen? Try going to Settings -> Apps -> CalendarBudget -> Storage and click both buttons to clear cache and clear data. Then try the app again.

Feature Wish List / Re: Mark As Completed - iOS App
« on: February 22, 2019, 12:29:10 PM »
On the main calendar screen, swipe your transaction to the right to reveal the mark as complete checkmark :)
You can also swipe tot eh left to see a quick delete.

CalendarBudget Support / Re: Monthly Categories
« on: February 21, 2019, 07:29:05 AM »
We haven't considered it before. At the moment, we don't have plans to do that, sorry.

CalendarBudget Support / Re: Monthly Categories
« on: February 19, 2019, 11:31:41 PM »
Categories always show for every month. Think of them as big-picture ways of categorizing your entire finances.

Have you watched the short tutorial on Bank reconciling?
The idea is your imported transactions get dragged on to the calendar where you already have your future plans. Rather than simply dragging them on to the calendar, if you drag them onto an existing entry it will update that entry. This will prevent a duplication and rather will simply update any transactions that you had as part of your plan. Dragging Bank import entries onto an existing entry will update both the date and the amount of the entry with what actually happened in your bank account.

As part of the redesign of the transaction edit screen, this will be addressed. Hoping to have that ready within a week.

CalendarBudget Support / Re: Reconciliation Problem
« on: January 12, 2019, 06:05:15 PM »
Yeah, the notifications from this forum platform are not awesome so sometimes I miss posts. We're going to be migrating to a different support form in the coming months. Definitely if you see this happening again let me know, and certainly it will be helpful to get a copy of the file that is causing this problem.

CalendarBudget Support / Re: New category budgets for 2019
« on: January 04, 2019, 12:12:57 AM »
Category budgets have the concept of a default budget and a specific months override. If you change the default budget that will become the new default for any months that doesn't have an override both past present and future. However if you want to set a specific override for any given month you can do that in the category setup while on the months you want to set the specific budget for.

CalendarBudget Support / Re: Reconciliation Problem
« on: January 04, 2019, 12:11:31 AM »
 That is odd indeed. Sometimes items are posted as pending and therefore not actually part of the account history yet. That could be the case here, but if you'd like me to have a look at it, please email the bank file to me at and specify which entry you should be seeing but are not.

CalendarBudget Support / Re: Android App - Split Transactions?
« on: January 04, 2019, 12:07:58 AM »
Thanks, at the moment split transactions is not there but Our intention is to add all of the features available in the browser to the mobile app overtime. Split transactions will be coming very soon as a swipe option on the transactions below the calendar.

Thanks for reporting this. I have heard from others that the date picker on iOS closes after each mini selection. For example when you choose the date it closes before you have a chance to change the months or the year. I am about to investigate this further, just finishing up a few other changes... and waiting for Apple to approve the app update in the app store again.

Feature Wish List / Re: Sorting Entries
« on: October 22, 2018, 12:59:39 PM »
We don't want to overcomplicate things by adding field that only 1% of users will use but clutter up the UI. Having said that, we had been thinking about when using the category highlighter, all highlighted categories would appear at the top of the list (still in alphabetical order). Another possibility is to sort by amount. We could introduce this in a setting somewhere that has a good default, but can be adjusted... that way we don't clutter the UI.

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