The Financial Roadmap is a premium feature in EveryDollar, available with a 14-day free trial.
Long-term planning has never been easier! With the Financial Roadmap, you’ll get a clear picture of your financial future and stay motivated along the way.
What You Can Do with Roadmap
View your complete financial plan in one place.
Track your current and projected net worth, including when you’ll hit millionaire status.
Set a retirement goal by date or age.
See when you’ll complete each Baby Step milestone.
Add personal goals and instantly see how they impact your progress.
Know at a glance whether you’re on track or off track.
Test different scenarios by adjusting how much margin you put toward your goals.
It’s like having a financial advisor in your pocket!
Built on the Baby Steps
The Roadmap is built on the 7 Baby Steps, Dave Ramsey’s proven plan to help you get out of debt, build wealth, and take control of your money. You’ll see how your journey plays out over time and how quickly you can reach financial peace.
Where to Access Roadmap
You can use Roadmap in both the EveryDollar mobile app and on the web.
How to Get Started
On the Web
Log in at everydollar.com and select Roadmap in the main menu.
Click Get Started.
Enter your personal info (age, income, desired retirement age).
💡 Pro Tip: Only one person’s info can be entered so we recommend spouses discuss what to enter here.Add your numbers for each Baby Step (you can estimate and adjust later).
Review your projected net worth over time, including when you’ll hit millionaire status.
Try adjusting your margin to see how putting more or less toward goals changes your timeline.
On the Mobile App
- Open the EveryDollar app. You will need to answer all of the onboarding questions in the Today section if you have not done so already.
Tap on the Today tab and then scroll down until you see the Financial Roadmap section.
Tap See Your Roadmap.
- Tap Get Started.
Enter your personal info (income, birthdate, desired retirement age).
- Complete the Your Margin section.
Add your Baby Step details, or make your best guesses and update later.
Explore your timeline, milestones, and net worth projection.
Adjust your margin in the app to test different scenarios and see how it changes your path.
Stay on Track
Once you see where you’re headed, you’ll always know the next right step to take. Use your budget in EveryDollar alongside the Financial Roadmap to keep moving forward month by month.
If you still have questions, check out the financial roadmap FAQ.