Personal Finance Excel templates

Templates for household budgets, savings, RRSP and TFSA tracking, mortgages and getting a handle on the family finances

25 templates found

Personal Finance

Budget maternity and parental leave top-ups with employee inputs, payroll burden, contingency, status and dashboard totals for Canadian employers.

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Personal Finance

Track OTB components, CRA payments, variances and statuses in a 100-row Excel spreadsheet for Ontario recipients.

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Personal Finance

Estimate Canada Child Benefit amounts for up to 100 household scenarios using AFNI, child ages, custody status and editable assumptions.

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Personal Finance

Track 2026 child care payments, receipts, providers and planning limits, then review a T778 estimate for your Canadian tax records.

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Personal Finance

Track Canadian medical expenses, reimbursements and receipts, then estimate eligible net expenses and federal and provincial credits.

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Personal Finance

Track Canadian DTC applications, Form T2201 milestones, CRA decisions, approved tax years and renewal dates in one privacy-conscious workbook.

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Personal Finance

Track Canadian fuel purchases, GST/HST, provincial fuel tax and editable climate-credit scenarios for business and household use.

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Personal Finance

Track Canadian ferry voyage costs by vessel, route, province and category, with tax calculations, budgets, unit costs and a management dashboard.

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Personal Finance

Compare Canadian hydro bills by usage, charges, tax, provider and period with Bill Data, Dashboard and Instructions sheets.

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Personal Finance

Track Canadian firewood purchases, taxes, delivery, moisture, heating output, unpaid invoices and cost per cord or GJ.

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