Your own notes and agreements
For each client you keep notes and agreements, with a date and a tick when done. Only you can see them, not your client. They are stored encrypted and deleted 30 days after a link ends.
Okidoky Coach · for professionalsSee your client's household ledger.
See your client's household ledger.
With consent, revocable at any time.
For budget coaches, community workers, debt-help volunteers and social workers, and for court-appointed financial administrators (bewindvoerders) working towards their clients' independence. Your client keeps their own ledger. You see at a glance how each client is doing, and you cannot change anything.
No payment details needed for the trial.Screenshots
What it looks like
Real screens from Okidoky Coach: what you see, and what your client sees.
All names, amounts and agreements in these screenshots are made-up example data. No real clients appear in them.
What you see
What your client sees
Who it's for
For people who help others with money
You support people with their finances and want to know how things are going between conversations. Without your client having to email receipts or keep lists for you.
Budget coaches
Self-employed or with an organisation, with several clients at a time.
Financial administrators (bewindvoerders)
As a complement to your administration software: your client keeps track of their own spending money, and you see whether it works.
Debt-help volunteers
Volunteers who support someone for a while towards more control over money.
Community workers
In neighbourhood or welfare work, where money worries often play a part.
Social workers
For whom money is one part of a wider request for help.
01 · How it works
From invitation to overview
Your client stays in charge. Without consent you see nothing.
01
You send an invitation
You enter your client's email address and a name only you can see. Your client receives an email with a link. The link is valid for 14 days.
02 · What you see
One traffic light per client
The overview uses the same figures your client sees in Okidoky. It is a signal to talk about together, not a judgement.
Missed income
Expected income that has not been marked as received more than 3 days after its date.
Open fixed costs
How many fixed costs still need to be paid this period, and for what amount.
Budgets over the limit
Which budgets have gone over their limit this period.
Last activity
When your client last entered something. After 14 days without activity you will see it.
- Client AIncome late · 2 fixed costs open
- Client BGroceries budget over the limit
- Client CNo signals · active yesterday
Illustrative example, not real clients.
What the colours mean
- Red: income is late, a bill is overdue, or less than nothing is left.
- Orange: a budget is over the limit, there is little room left, or nothing has been entered for 14 days.
- Green: no signals this period.
- Grey: not enough data yet to say anything.
04 · Okidoky Coach
What Okidoky Coach does not do
Better honest up front than disappointed later.
Missing something? Email info@okidoky.nl. You will get an honest answer, even if it is not coming.
No editing
You cannot change anything in your client's ledger. Your client stays in charge.
No receipts
Photos of receipts stay with your client. You do not see them, not even with the full ledger.
No BSN
There is no field for a BSN (Dutch citizen service number). A note or name containing something that looks like a BSN is refused.
No bank connection
Okidoky does not connect directly to the bank. Your client imports statements as a CSV file: ING and KNAB automatically, other banks through a one-time column mapping. Or your client enters everything by hand.
No case-management or advice software
No case files, no reports for agencies and no link with municipal systems. Okidoky is a ledger, not an adviser.
05 · Privacy
Consent and privacy first
You work with people who often depend on help. That is why viewing is always your client's free choice.
Active consent
Your client gives consent themselves and sees up front what you can and cannot see. Viewing must never be a condition for getting help.
Revocable at any time
Your client can end the link themselves, at any moment. Your access then stops immediately.
Access log for your client
Your client can see when you looked.
Two-factor authentication required
Without two-factor authentication on your account you see no client data.
Data in the EU
All data is stored within the EU. Your notes are stored encrypted.
No identity check
Okidoky does not verify who a coach is. Your client sees your name and organisation as you enter them, and decides for themselves.
Questions about privacy, or does your organisation need a data processing agreement? Email info@okidoky.nl
06 · Pricing
One fixed amount per month
Choose by number of clients. Business prices, excluding VAT. Cancel monthly.
Up to 10 clients
Coach 10
€14.95per month, excl. VAT€18.09 incl. VAT
About €1.50 per client
- Premium for yourself and your linked clients
- Traffic-light overview and private notes
- Cancel monthly
Up to 25 clients
Coach 25
€34.95per month, excl. VAT€42.29 incl. VAT
About €1.40 per client
- Premium for yourself and your linked clients
- Traffic-light overview and private notes
- Cancel monthly
Up to 50 clients
Coach 50
€64.95per month, excl. VAT€78.59 incl. VAT
About €1.30 per client
- Premium for yourself and your linked clients
- Traffic-light overview and private notes
- Cancel monthly
Okidoky Coach
Try it free for 30 days30-day free trial
Try Okidoky Coach with up to 3 clients, without payment details. Note: your clients only get free Premium once your subscription has been paid.
- Your client pays nothing. If the link ends, your client keeps Premium for a transition period of up to 30 days. After that the account moves to the free plan; the ledger simply stays.
- You pay monthly through Mollie and receive an invoice with VAT for each payment.
The maker of Okidoky has personally been through a weekly allowance, court-appointed administration, protective guardianship and eventually debt restructuring.
What was missing then was not advice but overview: a place to see where the money went, without feeling ashamed to share it. Okidoky Coach makes that sharing possible, on the client's terms.
Okidoky is a sole proprietorship (RULIDO). If you email, you get an answer from the maker directly.
Does my client have to pay anything?
No. Your client uses Okidoky for free. As long as you are linked and your subscription is paid, your client gets Premium at no cost.
My client already has Premium or Lifetime. What happens?
Lifetime stays Lifetime. If your client has their own running subscription, it continues until your client cancels it. Okidoky does not cancel anything on your client's behalf.
Can I change anything in my client's ledger?
No. You can only view. Your client does all entering, changing and deleting.
Does it work on my phone?
The coach overview works in the browser, including on your phone. Your client uses Okidoky as always: in the browser or in the app. Consent is given through the link in the email.
What happens if I cancel?
You can keep viewing until the end of the period you paid for. After that your access stops. Your clients keep their ledger, and their free Premium continues for a transition period of up to 30 days.
Can I add more clients later?
Yes. If you choose a larger tier, you get more places straight away; the new amount applies from your next payment. A smaller tier starts at the next billing period, if your clients and open invitations fit.
We work with several coaches. Is that possible?
Yes, but for now each coach has their own account and their own subscription. One invoice for a whole organisation does not exist yet. Need it? Email info@okidoky.nl.
Who can I contact with privacy questions?
Email info@okidoky.nl. Okidoky is a sole proprietorship, so you get an answer from the maker directly.
What is the difference between a budget coach, budget management (budgetbeheer) and court-appointed administration (bewindvoering), and where does Okidoky Coach fit?
A budget coach supports; the client stays in charge of their own money. With budget management, an organisation manages (part of) the income and pays the fixed costs from it. Under court-appointed administration, an administrator appointed by the court manages the money. Okidoky Coach manages nobody's money and pays nothing: it only lets you view the ledger your client keeps themselves. That fits all three situations, as long as your client keeps track of something themselves, such as their spending money.
Can my coach look into my ledger, and what do they see?
Only if you allow it yourself, through the invitation or by entering a link code. By default your coach sees a summary: totals for this period, a traffic light with signals, and when you were last active. No individual expenses and no descriptions. The full ledger, read-only, is visible only if you switch it on yourself. An access log shows you when someone looked, and you can withdraw access at any time.
Does Okidoky Coach work without a bank connection?
Yes, there is no bank connection. Your client enters income and expenses by hand, or imports statements as a CSV file: ING and KNAB are recognised automatically, other banks through a one-time column mapping. It takes discipline from your client; if nothing new has been entered for 14 days, you see that as a signal. It also means your client decides what goes into the ledger.
Does Okidoky Coach fit alongside my administration software?
Yes, as a complement. The managed account, payments and the accounts rendered to the court stay in your own software; Okidoky does not connect to it and does not replace it. You use Okidoky Coach for the spending money your client keeps track of themselves, and for working towards independence.
Okidoky Coach
Try Okidoky Coach free for 30 days
Create your Okidoky Coach account and start your free trial straight away. No payment details needed.
After logging in, start Okidoky Coach at okidoky.nl/coach/start.