How to Track the 7 Baby Steps on Your Phone (2026)

March 2026 · Baby Steps

The 7 Baby Steps framework is simple. Work through them in order, complete one before moving to the next, and you'll go from broke to financially free in a predictable path that millions of people have followed.

The part nobody talks about: actually tracking your progress is hard. How much is in your emergency fund? What's your exact debt payoff date? Are you really saving 15% for retirement? Most people are guessing.

Here's what each step requires you to track — and how to do it on your phone.

Baby Step 1

$1,000 Starter Emergency Fund

Simple to track: you either have $1,000 in a savings account or you don't. The key is keeping it separate from your checking account so you don't accidentally spend it. Track the balance and don't move to Step 2 until it's fully funded.

Baby Step 2

Pay Off All Non-Mortgage Debt

This is where tracking gets real. You need to list every debt — credit cards, car loans, student loans, medical bills — with the current balance, interest rate, and minimum payment. Then you need to see your payoff date and how extra payments change it. Without this math in front of you, it's easy to lose momentum.

Baby Step 3

Full Emergency Fund (3–6 Months of Expenses)

You need to know your monthly expenses to set the right goal. If you spend $4,200/month, your target is $12,600–$25,200. Track the balance against your goal and know exactly how many months of runway you have.

Baby Step 4

Invest 15% for Retirement

This requires knowing your gross income and tracking what you're putting into your 401(k), Roth IRA, and any employer match — separately. Most people have no idea if they're hitting 15%. You need to see the number.

Baby Step 5

Save for College

If you have children, track each child's 529 balance and monthly contribution. You should know how much you'll have at their estimated college start year.

Baby Step 6

Pay Off Your Home

Track your mortgage balance, remaining term, and what extra monthly payments do to your payoff date and total interest paid. Even $200/month extra can cut years off a 30-year mortgage.

Baby Step 7

Build Wealth and Give

At this stage you're tracking net worth — total assets minus total liabilities — and watching it grow over time. Projecting that growth out 10, 20, 30 years at realistic return rates shows you what you're actually building.

The problem with spreadsheets

Most people try to track this in a spreadsheet. It works, but you have to update it manually, it doesn't calculate payoff dates or projections automatically, and you're never looking at it when you need it most — which is on your phone when you're about to make a financial decision.

The best system is one you'll actually use every month. That means your phone, not a spreadsheet on your laptop that you open twice a year.

What to look for in a Baby Steps app

Forge: built specifically for this

Forge is a personal finance app built around the Baby Steps framework. It tracks all 7 steps, calculates your exact debt payoff date, shows your retirement savings rate, and projects your net worth out 50 years — all on your device, no account required, one payment of $6.99.

Download Forge on the App Store

Also available on Google Play. $6.99 once.

© 2026 Adam Groesbeck · forgebudget.app