TFSA Contribution Room Tracker (Canada) - Excel & Google Sheets

Stop guessing how much TFSA room you have. Log your deposits and withdrawals once, and this tracker works out your contribution room year by year using the TFSA dollar limits published by the CRA (2009–2026).

FEATURES

• Year-by-year room: dollar limit + unused room + last year's withdrawals − contributions (the way CRA explains it)

• Official CRA TFSA dollar limits 2009–2026 pre-loaded (cumulative $109,000 if eligible since 2009), with blank rows for future years

• Start from your CRA-confirmed room figure, or estimate from the year you turned 18

• Qualifying transfers between institutions tracked without affecting room

• Dashboard: room left this year, contributed, withdrawn, cumulative limits and an over-contribution alert

• Instructions tab with links to the canada.ca sources

WHAT YOU GET (instant download)

• tfsa-room-tracker.xlsx – the blank, ready-to-use template

• tfsa-room-tracker_EXAMPLE.xlsx – the same template filled with sample data so you can see how it works

WORKS WITH

• Microsoft Excel 2016 or newer (Windows/Mac)

• Google Sheets (free) – upload to Google Drive and open with Google Sheets

• Currency: Canadian dollars (CAD)

This is a digital download. No physical item will be shipped. Personal use only – please don't resell or share the file.

✦ Made with AI assistance: I designed this template and built it with the help of AI tools (formula drafting, layout and written instructions). Every tab was checked for formula errors, and the government figures were checked against official canada.ca pages before listing.

Not tax, legal or financial advice. This is an organizing tool for general educational use. Always confirm your own figures in your CRA account / Notice of Assessment or with a qualified professional. Not affiliated with or endorsed by the Government of Canada or the CRA.