Getting Started
Get Started with Dollaroodle
Use this guide when you are brand new and want a practical first day setup.
Steps
Follow these steps
Create your account and first household
Sign up from the register page, then confirm your household name so your workspace is ready.
Add one income and your core expenses
Start with your largest monthly numbers first so your baseline surplus reflects reality quickly.
Add at least one savings goal
Give your plan a destination by setting a target amount and monthly contribution.
Review the dashboard and monthly surplus
Use the dashboard cards to confirm your monthly income, outflow, and remaining surplus.
Schedule your first reconciliation
At month-end, review one month at a time, compare actual totals against plan, and skip months you do not want to close out.
Tips
Helpful tips
Related
Related guides
Guide
Use the Dashboard
Read your monthly plan, quick look cards, and trend sections in one place.
Open guideGuide
Add and Manage Incomes
Track recurring and one-time incomes and see their monthly impact in real time.
Open guideGuide
Track Expenses
Add recurring and one-time expenses and monitor their monthly budget impact.
Open guideGet Started
Ready to put this into action?
Set up your household and start planning in minutes.