Interactive Demo

Household plan demo

Practice incomes, expenses, taxes, and goals the way Dollaroodle stores them. Monthly surplus and the money-flow Sankey move while you edit.

No sign-up neededPractice mode

See setup steps

Getting Started

How to use this demo

01Sample numbers teach the workflow. Monthly surplus and the Sankey update while you type.
02Income and expense frequencies convert into monthly values on the same scale.
03Each tax belongs to an income and uses that income frequency.
04Goals accept a monthly contribution, or a target date that sets the monthly amount for you.
05The page address keeps the current scenario after refresh and in browser history.
06An account opens a separate workspace. Demo rows stay in the demo.

Income

Enter each amount and frequency. Values are normalized to monthly.

Name

Amount

$

Frequency

Name

Amount

$

Frequency

Taxes

Attach each tax to an income. The monthly amount uses that income frequency.

Name

Amount

$

Income

Expenses

Enter each amount and frequency. Values are normalized to monthly.

Name

Amount

$

Frequency

Name

Amount

$

Frequency

Name

Amount

$

Frequency

Goals

Plan by monthly contribution or by target date.

Name

Target amount

$

Already saved

$

Monthly contribution

$

Target date

At this contribution, estimated completion is 30 months.

Name

Target amount

$

Already saved

$

Monthly contribution

$

Target date

Auto-planned monthly contribution: $128.58

Next step

Build your household Monthly Plan

Save the household Monthly Plan in its own workspace.
Invite household members into the same plan.
Open Help Center guides when you need a walkthrough.

Log in See setup steps