Budget provides a simple means of tracking your investments based on the same means of displaying information as the budget windows. An investment in Budget can be used to represent anything that has a price per share and a number of shares, including stocks and mutual funds. To enter the investment section of the Budget program, use the Tools > Investment... menu command.

The INVESTMENT window shows information for all envelopes, and the INVESTMENT HISTORY window shows information for each envelope created.

You can create envelopes and set envelope options in the investment section in the exact same way as in the budget section. See the Working With Envelopes help section for more information.

At the top of the investment window the program displays the portfolio information. This is the total for all of your investment envelopes and the cost basis (the amount you paid). The history window shows the same information for each individual envelope.

To work with a particular investment account double click it's envelope to open the investments history window. When you buy shares or receive a dividend, you enter the number of shares and the price per share for each envelope in the envelope's history window. The program computes the cost basis and records a transaction in the history window. You can update the price per share for an envelope at any time which will cause the program to compute the current market value for that envelope.

To set up your Asset Allocations Click the Asset Allocations button.