Monthly Plan
AI belongs on the Monthly Plan.
Freeform chat is gone. Dollaroodle is the household Monthly Plan: incomes, expenses, taxes, goals, and surplus. Later AI help will sit on those screens.
How it works
Three steps
- A
Build the Monthly Plan
Add incomes, expenses, taxes, and goals in the trackers.
- B
Read surplus and money flow
Use the dashboard Sankey and plan cards for the picture.
- C
Use Help when stuck
Guides cover setup, billing, and account workflows today.
Capabilities
What this page covers
Plan tracking first
Dollaroodle owns the shared household Monthly Plan without chat.
- Incomes, expenses, taxes, goals.
- Live surplus while editing.
- Money-flow Sankey on the dashboard.
Help Center guides
Step-by-step product help stays available while in-page AI help is rebuilt.
- Getting started checklist.
- Billing and security guides.
- Public interactive demo.
Agent tools kept ready
Backend projection and plan tools remain for later in-page help.
- Affordability and cash-flow projections.
- Goal completion estimates.
- Household-scoped data access rules.
FAQ
Common questions
Is there a chat product?
Chat pages, guest chat, and conversation history have been removed.
Can I still plan without AI chat?
Yes. Incomes, expenses, taxes, goals, surplus, and the dashboard Sankey work without chat.
Where is AI headed next?
Short help on the Monthly Plan screens you already use.
Does Dollaroodle train models on my data?
No. See the AI Disclosure for provider and data-handling details.
Build the household plan first.
Create a free account for a real Monthly Plan, or open the Help Center for guides.