Canadian Money Toolkit - All 14 Canadian Personal Finance Templates (Bundle) - Excel & Google Sheets
Get all 14 Loonie Ledger Canadian money spreadsheets in one download and save about 65% compared with buying them separately (CA$126.86 value).
WHAT'S INCLUDED (each with a blank template plus a filled-in example)
Registered accounts
• TFSA Contribution Room Tracker (CRA dollar limits 2009–2026 built in)
• RRSP Deduction Limit Tracker
• FHSA (First Home Savings Account) Participation Room Tracker
• Net Worth Tracker (Canada) with TFSA, RRSP, FHSA and RESP categories
Budgets, bills and goals
• Alberta Monthly Budget Planner
• Annual Budget Planner in CAD
• Bill Calendar & Subscription Tracker
• Savings Goals Tracker
• Debt Payoff Planner (snowball vs avalanche)
Self-employed and tax time
• Self-Employed Expense Tracker sorted by CRA T2125 lines, with GST/HST, mileage and home office
• GST/HST Tracker for small sellers and freelancers (return lines 101–109, small-supplier threshold watch)
• Rental Property Tracker sorted by CRA T776 lines (up to 5 properties)
• Canadian Tax Season Checklist (slips, deadlines, credits to check)
Life events
• Wedding Budget Planner in CAD (vendors, deposits, due dates)
WHAT YOU GET (instant download)
• One ZIP file with 14 folders: 28 .xlsx files (blank + example for every template) and a READ ME FIRST guide
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 files.
✦ Made with AI assistance: I designed these templates and built them 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. These are organizing tools 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 thCanadian Money Toolkit - All 14 Canadian Personal Finance Templates (Bundle) - Excel & Google Sheets44.99e Government of Canada or the CRA.