Planning
Track Taxes and Deductions
Tax entries are tied to income sources and normalized to monthly totals for a clearer net picture.
Steps
How to do it
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 the monthly estimate.
Set category and save
Use 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
Related
Related guides
Guide
Add and Manage Incomes
Track recurring and one-time incomes and see their monthly impact as you edit.
Open guideGuide
Use the Dashboard
Read monthly plan totals, surplus, the money-flow Sankey, and plan health.
Open guideGuide
Understand Plans and Limits
See the current household plan caps for incomes, expenses, and owned households.
Open guideGet Started
Put this guide to work
Log in for a saved household plan, or open the demo to practice first.