RRSP and TFSA tracker spreadsheet for Canada on a laptop and phone

RRSP TFSA Tracker Canada

$7.99
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RRSP and TFSA tracker spreadsheet for Canada on a laptop and phone
  • RRSP and TFSA tracker spreadsheet for Canada on a laptop and phone
  • What's inside the RRSP and TFSA tracker
  • RRSP and TFSA tracker spreadsheet for Canada on a laptop and phone
  • What's inside the RRSP and TFSA tracker
RRSP TFSA Tracker Canada
Canada edition Instant download

RRSP TFSA Tracker Canada

$7.99
  • Instant download: link on screen and by email
  • Works in Excel, Google Sheets & Numbers
  • Wrong edition? We'll swap it free

Secure checkout · Nothing is posted

Track your TFSA and RRSP for 2026 in one spreadsheet, see exactly how much room you have left, and avoid CRA's over-contribution penalties before the 1 March 2027 RRSP deadline.

What's inside

  • TFSA room calculator: enter your room from CRA My Account, or estimate it from the year you became eligible. Every annual limit from 2009 to 2026 is built in ($109,000 total).
  • TFSA log: contributions and withdrawals, with withdrawals added back on 1 January of the following year, the way CRA does it.
  • RRSP tracker: room left from the deduction limit on your Notice of Assessment, including contributions made in the first 60 days of 2027.
  • Over-contribution alerts: TFSA excess (1% a month) and RRSP excess above the $2,000 buffer flagged in red, with the approximate monthly penalty.
  • Tax saving estimate: your RRSP deduction × your marginal rate.
  • Deadlines: 31 December, 1 January, 1 March 2027 and 30 April 2027, with a live countdown.

Good to know

Your exact room is on CRA My Account and your Notice of Assessment, and those numbers always win. This is an organising tool, not financial or tax advice.

Works with

Microsoft Excel, Google Sheets (free) and Apple Numbers.

How you get it

From checkout to planning in about two minutes.

  1. Check out

    No shipping address and no delivery charge. Pay securely through Shopify checkout.

  2. Download

    Your download link appears straight after checkout and arrives by email too.

  3. Start planning

    Open it in Excel, Google Sheets or Numbers, then fill in the cream boxes. Everything else calculates itself.

UK, US, Canada and Australia planner editions with local categories
Why country editions

Built for how Christmas works where you live

Each edition has its own currency, spelling and spending categories, so you're not crossing out American categories in a British planner (or the other way round).

Good to know

Is anything posted to me?

No. This is a digital download. You'll get a download link straight after checkout and by email.

What do I need to open it?

Microsoft Excel, Google Sheets (free) or Apple Numbers, on a computer, tablet or phone.

I bought the wrong country edition

Contact us with your order number and we'll swap it for the right edition, free.

Can I print it?

Yes, you can print any tab from Excel, Google Sheets or Numbers, though most people find it easiest to fill in on screen.

Other editions & planners