Over years the number of accounts you have will likely be larger than can be easily managed manually or on a spreadsheet. Try Accounts and download as a demo for 31 days. You can enter your assets and liabilities (and past monthly values) and show changes over the years as well as your gross and net worth. Share Accounts can be updated as they change including Buy, Dividend, Sell, Split, MonthEnd and Other.

Download – Spreadsheets


To Download – Find the Post Title desired below and click on it to open the post. Then look for the Download button on the page and click on it to download the spreadsheet. (Prior to Nov 1, 2019, the download button was on this page, but too many users where downloading many spreadsheets at a time, so the button has been removed.)

Post Title – Click on the title to open the post.

Calculating TFSA and RRSP Totals at Retirement

Canadian Marginal Tax Rates – 2014

Canadian Marginal Tax Rates – 2016

Canadian Marginal Tax Rates – 2017

Canadian Marginal Tax Rates – 2018

Canadian Marginal Tax Rates – 2019NEW March 2019

Comparing an Annuity to a RRIF or a LIFNEW September 2018

Determining the Elected Split-Pension Amount

Determining Yearly Rates for Stock Prices and Dividends

Easy to Use Budget Method and SpreadsheetNEW September 2018

Estimating Canadian Income Taxes

Estimating Capital Totals at Retirement

Estimating How Much You Need In RetirementMODIFIED March 2018

Estimating Savings Required for RetirementNEW October 2018

Impact of Enhanced CPP on Take-Home PayNEW April 2019

Impact of Tax Credits on Average Tax Rate

Life Expectancy and Survival Probability

Loan and Mortgage Calculator

Making a Yearly Budget

Managing Expenses and Cash Flow

Nortel Pension Settlement – Deferred Pension

Nortel Pension Settlement Options – Annuity vs LIF

RRIF Minimum Payout

RRIF Minimum Payout – 2015 Rates

RRIF Minimum Payout – 2015 versus Old Rates

Setting TFSA and RRIF Withdrawals

TFSA and RRSP – Providing a Fixed Retirement Income

TFSA and RRSP – Providing a Fixed Retirement Income Using 2015 Rates

TFSA or RRSP – Impact of Reinvesting the Tax Refund

TFSA or RRSP – Impact of Reinvesting the Tax Refund Using 2015 Rates

Understanding Your Canadian Sources Of Retirement Income

Using Price Targets to Compare StocksNEW July 2019

Using Yearly Rates to Compare Stock Prices and Dividends

When to Take the CPP – Spreadsheets

To Uninstall or Remove – Find the file that was downloaded and move it to the Trash.

Prices – There is no charge for these spreadsheets. If they are redistributed, keep the copyright notice and the link to the post on the spreadsheet. Any reference and/or link to this website would be appreciated.

Helping to manage your finances