Getting Started
Get Started with Dollaroodle
Use this when you are new and want a practical first-day setup.
Steps
How to do it
Open your account and first household
Log in, then confirm your household name so the workspace is ready.
Add one income, taxes on that income, and your core expenses
Start with the largest monthly numbers so surplus reflects reality quickly. Put expected tax next to each income.
Add at least one savings goal
Set a target amount and a monthly contribution or target date.
Review the dashboard, surplus, and money-flow Sankey
Use the dashboard cards to confirm income, taxes, outflow, leftover surplus, and the money-flow Sankey.
Keep the Monthly Plan current
Revisit income, expenses, and goals on a regular rhythm as life changes.
Tips
Related
Related guides
Guide
Use the Dashboard
Read monthly plan totals, surplus, the money-flow Sankey, and plan health.
Open guideGuide
Add and Manage Incomes
Track recurring and one-time incomes and see their monthly impact as you edit.
Open guideGuide
Track Taxes and Deductions
Attach tax and deduction lines to income sources so net monthly planning stays realistic.
Open guideGuide
Track Expenses
Add recurring and one-time expenses and watch their Monthly Plan impact.
Open guideGet Started
Put this guide to work
Log in for a saved household plan, or open the demo to practice first.