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TFSA + RRSP + FHSA Room Tracker

See your TFSA, RRSP and FHSA room in one place and get a warning before you over-contribute. Built for Canadians with accounts at more than one bank. Log each contribution and withdrawal and see the room left after it. The tracker flags an over-contribution the day it happens, estimates the 1%-a-month tax month by month […]

$14

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TFSA + RRSP + FHSA Room Tracker - Digital Product by Shahzeb Speaks
Description

About this product

See your TFSA, RRSP and FHSA room in one place and get a warning before you over-contribute. Built for Canadians with accounts at more than one bank.

Log each contribution and withdrawal and see the room left after it. The tracker flags an over-contribution the day it happens, estimates the 1%-a-month tax month by month (with the $2,000 RRSP buffer), and answers “Can I put $X in?” before you move money.

It also works out next year’s room: TFSA withdrawals added back on 1 January, new RRSP room from 18% of earned income up to the dollar limit, and FHSA carry-forward up to $8,000.

Inside: an 8-sheet Excel workbook (also works in Google Sheets), the same tracker as an offline web page, and a PDF quick-start guide.

Rules checked against canada.ca on 2 November 2026. The 2027 TFSA limit was not yet announced and is a labelled placeholder you can update in one cell.

Estimates for planning only, not tax, legal or financial advice. CRA My Account shows your official room.

What's inside

Everything included

  • TFSA, RRSP and FHSA room in one workbook
  • Transaction log with room left after every row
  • Over-contribution warning and 1%-a-month tax estimate
  • What-if box before you deposit
  • Next year's room on 1 January, worked out
  • Excel, Google Sheets and an offline web page
FAQ

Questions about this product

What software do I need to edit these templates?

The required software (e.g., Canva, Photoshop, Illustrator, Word) is specified in the product description. Most templates utilize free, accessible platforms.

Are the premium fonts and stock images included?

Yes, we utilize free commercial-use fonts and high-quality placeholder images that you can easily swap with your own brand assets.

How fast do I get access to the template files?

Delivery is instant. After purchase, you will immediately receive access to your download links and comprehensive instruction guides.

Can I legally use these templates for client work?

Yes! The templates come with a commercial license allowing use in unlimited client projects and marketing campaigns.

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