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Investment Tracker Β· Schwartz Family Trust

● browser storage

This month what's due back and when

Jobs created or paid in the last 30 days

JobDateMy $ inMy shareMy profitMy payout

Loans last 30 days of activity, plus anything due soon or overdue

BorrowerDuePrincipalTotal due
BorrowerStartTermDuePrincipalRateInterestTotal dueStatusActions
JobDateContractCostsJob profitMy $ inMy %My profitMy payoutStatusActions

Manual adjustment

Add or take out cash by hand β€” use this to set your starting balance, or for anything that isn't a loan or job.

Ledger newest first β€” new loans/jobs and payoffs post here automatically

DateDescriptionAmountBalance after

Money out right now

Profit collected

Job profit Loan interest

Monthly breakdown

MonthJob profitLoan interestTotal profitPrincipal returned

Profit per job paid jobs

JobPaidMy $ inMy profitReturn on $

Interest per loan paid loans

BorrowerPaidPrincipalInterest earnedReturn on $

Where your data lives

Opened as a file (double-click): data saves in this browser on this computer β€” export a backup now and then.

Run with server.py (recommended): keep server.py next to this file and run python server.py, then open http://localhost:8000. Everything saves to tracker-data.json beside it (previous version kept as tracker-data.bak.json). Moving to another computer or webserver = copy those files and run it there. Add --lan to reach it from your phone or other PCs. The badge in the top-right shows which mode you're in.

Backup & restore

Export a backup file now and then β€” importing it restores everything. This is also how you move data between the file version and the server version.

Export spreadsheets

CSV files open straight in Excel.

Start over

Deletes every loan and job stored in this browser. Export a backup first.

New loan

Interest: $0.00Total due at maturity: $0.00

New job

Job profit: $0.00 My %: 0% My profit: $0.00 My payout: $0.00

Sign in

User management

UsernameAccessActions

Add a user

Reset password

Sign-in log last 100 events, newest first

WhenUserResultIP address

Mark loan paid

Mark job paid out