App Features · The Getting Ahead Guidebook
The Investment Tracker: Keep Your Whole Portfolio Next to Your Budget
Most of us keep our investments in one app, our checking in another, and our budget in a third — and never see them together. The Investment Tracker puts your portfolio right alongside your budget, so the full picture is finally in one place.
Why it belongs with your budget
Investing isn’t separate from budgeting — it’s the payoff of it. Every dollar you don’t waste is a dollar that can go to work. When your investments sit next to your spending plan, that connection stops being abstract and starts driving better choices.
You can’t grow what you can’t see. Put your investments where you’ll actually look at them.
What you can track
- Retirement accounts, brokerage balances, and individual holdings.
- What you’ve contributed versus what it’s worth today.
- Your total invested — rolled into your Net Worth automatically.
- Changes over time, so progress is visible instead of guessed at.
Simple on purpose
This isn’t a day-trading terminal, and it’s not trying to be. It’s a clear, honest ledger of what you own and how it’s growing — the same plain-English approach as the rest of the app. Update it when balances change, and let the Net Worth tracker do the rest.
The goal was never to make you a stock picker. It’s to let you watch the quiet, steady result of living on a plan.
Track your investments alongside your budget
Every feature here is built into The Getting Ahead Guidebook — the simple, logical way to organize your family’s money. Try the whole thing free for 7 days. No credit card to start.
Grab the free Reserves Worksheet
The printable I built for my own family — 14 pre-loaded reserves, fourth-grade math, and the mindset shift that stops annual bills from being surprises. Yours free, no credit card.