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Getting Started

Calendollar™ is a financial forecasting app allowing you to visualize the future of your cashflow. In short, we combine your bank balances with your expected income/expense schedule and superimpose the resulting cashflow over a multi-year calendar; revealing your projected balance at any point in time in the future.


Do I need to create an account?

 
No, an account is not required to use Calendollar™ as a Demo mode is available for you to use right away. However, an account is required in order to save your forecast and connect your bank accounts. You can easily convert your Demo forecast to an account by simply tapping on Sign-Up at any point during the Demo.  

How far can I see into my future?

 
Up to 5 Years! Tap
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and then "Settings" and finally "User Preferences" to adjust your Forecast Window. Demo mode only allows for a 1 Year forecast.  

What are these colors I see on my Calendollar™?

 
This colorization exists for you to easily identify what is happening within your forecast. While green indicates that you should have a positive balance after all your Money Events have occurred on a given day, red indicates a negative balance and darker shades of either color correlate to the total number of Money Events you have scheduled to occur on the respective day(s).  

Money Events

A Money Event represents when you expect to either receive money (eg. Paycheck, Wire Transfer etc...) or pay for something (eg. Rent, Student Loan etc...) that will add-to or subtract-from your available balance(s) today to calculate your future balance(s).


How do I add a Money Event?

 
Easy! Tap
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and then "New Event". Enter details about the Money Event such as the Type (Income or Expense], when it should Start and it's Frequency (eg. One-Time, Monthly etc...) and submit. You can also tap any future date to add a Money Event for that specific day!  

How do I update or delete a Money Event?

 
Tap any date that displays a balance to see the Money Events you have scheduled for that day and then tap the
next to a Money Event to modify any of it's attributes or to delete it from your Calendollar. Money Events without a
are disabled and to modify those, see "Where can I manage all of my Money Events?"  

Where can I manage all of my Money Events?

 
Tap
Calendollar Logo
and then "Settings" and finally "Money Events" to see of all of your Money Events. Each Money Event can be updated or removed by a quick tap on it's
. Money Events can also be also be disabled via toggle which can be beneficial over deletion as they will still show on your Calendollar™ as a point of reference but will not affect your forecast.  

Why isn't my balance displayed on every day of the month?

 
Your projected balances are shown only on the days where you have a Money Event scheduled. This is intentional to also remind you that you have scheduled one or more Money Event to occur on that day, and the potential impact those Money Events will have on your forecast.  

Calendollar™ Connect

Calendollar™ Connect allows you to connect your Bank Accounts to your Calendollar™ to automatically update your available cash and keep you forecast current; removing the pain-point of you having to manually update your available cash consistently.


How do I connect my bank account(s)?

 
Easy! Tap
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and then "Connect A Bank" and follow the prompts which will walk you through logging into your Financial Institution to Connect your Bank Accounts. If you have enabled MFA (Multi-Factor Authentication) with your bank (eg. Text-Message, Security Questions etc...], you will need complete the additional verification process you have configured at your Bank.  

How do I update or delete a bank account?

 
Tap today's date to view your enabled Connected Accounts and then tap the
next to a Connected Account to modify it's name or to delete it from your Calendollar. At this time, you can only edit the name of a Connected Account. Connected Accounts that are not visible by tapping on today's date, are disabled and to modify those, see "Where can I manage all of my Bank Accounts?"  

Where can I manage all of my bank account?

 
Tap
Calendollar Logo
and then "Settings" and finally "Bank Balances" to see of all of your Connected Accounts. Each Connected Account can be updated or removed by a quick tap on it's
. Connected Accounts can also be also be disabled via toggle which can be beneficial over deletion as you can quickly re-enable them as needed without having to re-connect them again.  

Why are all of my accounts showing from my bank?

 
Upon connecting your Calendollar™ to your Financial Institution, all of your active accounts within that Financial Institution will be Connected. You can disable or delete individual accounts (eg. Checking, Savings, Loans etc...) that you do not want to be a part of your forecast: see "Where can I manage all of my Bank Account?".  

Why is my Calendollar™ not matching my bank?

 
Your Calendollar™ will attempt to fetch your Connected Account balance(s) daily at varying times throughout the day; so there may be instances when it's a couple hours behind. If you have enabled MFA (Multi-Factor Authentication) with your bank (eg. Text-Message, Security Questions etc...], we cannot update your account(s) in an automated fashion. You can always manually force a refresh by tapping next to the Financial Institution in your settings.  

Still Need Help?

We work tirelesly to ensure that using Calendollar™ is as simple and intuitive as possible. However, if you are experiencing any difficulties using Calendollar™, please reach out to us at the address below: