Since EveryDollar is designed to be a month-to-month budget based on your expenses, we most commonly recommend keeping track of investment contributions in your investment accounts specifically and not necessarily your budget. We 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. However, if that is how you would like to budget, we can work with you to detail how to best handle this with EveryDollar.
EveryDollar is primarily built to connect to traditional savings or checking accounts that manage daily spending, although we do support a handful of investment accounts. We show you your account balances in EveryDollar as a convenience to you because your bank sends us that information. So those amounts will only be as current as of the latest update your bank has sent us.
*If you have an account connected that imports transactions related to the investment accounts and you don't want to record them, you can just delete them or adjust 'sync transactions' in the Accounts tab.