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Using the CalCal dashboard and quick actions

The Dashboard is the home screen when you open CalCal with a full accounting subscription. It gives you a snapshot of how your business is doing — profit and loss…

Settings, budgets and exporting your data

The Settings area in CalCal (from the main menu) is where you configure your business profile, bank accounts, tax and VAT details, expense and income categories, stock valuations, and data…

Your CalCal profile, password and account settings

Some account settings live inside the CalCal app (business details, PIN, subscription). Others — your login password, email preferences, and membership billing on the website — are managed on calcal.uk…

Customers, suppliers and statements in CalCal

The People tab in CalCal is where you manage customers (who pay you) and suppliers (who you pay). Linking receipts, expenses, and invoices to people keeps balances accurate and lets…

Setting up your business in CalCal (onboarding)

When you first sign in to CalCal with a new account, you will be guided through business setup before the main dashboard appears. This onboarding step makes sure CalCal knows…