Planning
Track Taxes and Deductions
Tax entries are tied to income sources and normalized to monthly totals for a clearer net picture.
Steps
Follow these steps
Open taxes and choose an income source
Each tax record belongs to one income, so choose the source first.
Enter per-period deduction amount
Use the amount deducted each pay cycle; Dollaroodle calculates monthly estimate.
Set category and save
Use generic categories that match your local payroll or tax system so records stay clear over time.
Validate surplus impact
Confirm the dashboard and tax index totals match your expected net income view.
Tips
Helpful tips
Related
Related guides
Guide
Add and Manage Incomes
Track recurring and one-time incomes and see their monthly impact in real time.
Open guideGuide
Use the Dashboard
Read your monthly plan, quick look cards, and trend sections in one place.
Open guideGuide
Run Monthly Reconciliations
Review one month at a time, compare planned vs actual results, and skip months you do not need to close.
Open guideGet Started
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