Any investment contributions taken out of your gross paycheck do not get input into EveryDollar, as the budget is a plan for net income (not gross).
Investing in EveryDollar
EveryDollar is built to connect primarily to traditional savings or checking accounts that manage daily spending. However, we do support a handful of investment accounts. We show account balances in EveryDollar as a convenience because the financial institution sends us that information. Those amounts will only be as current as of the latest update from the financial institution.
Since EveryDollar is designed to be a month-to-month budget based on your expenses, we most commonly recommend keeping track of paycheck-deducted investment contributions in your investment accounts specifically, and not necessarily your budget. We also recommend budgeting on your net income or take-home pay. We want budgeting to be easy and fun, and budgeting based on gross income adds a lot of steps and hassle to your daily/monthly budget.
Learn more about how a SmartVestor Pro advisor can help you review your financial goals, explore investment options, and develop a strategy tailored to your needs. SmartVestor Pro.
Next Steps
For investment accounts that import transactions, you may want to delete the transactions or turn off transaction syncing. Read more here: How to Turn Off Transaction Syncing