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

Plan heating oil deliveries with Canadian tax rates, supplier charges, budget variance, payment status and provincial summaries for 2026.

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Personal Finance

Track Canadian property-tax instalments, due dates, payments, status, balances and municipality references across up to 100 prepared rows.

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Personal Finance

Estimate Quebec welcome tax across 100 property transactions with municipal rates, exemptions, payment dates and a summary dashboard.

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Personal Finance

Estimate residency and travel amounts for a 2026 Northern Residents Deduction claim with claimant rows, zone rates, dates and a summary dashboard.

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Personal Finance

Track Canadian ringette fees, taxes, subsidies, deposits, payments and balances with an easy-to-customize Excel spreadsheet template.

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Personal Finance

Track AgriInvest contributions, government matches, balances, and farm details in one Excel workbook for Canadian producers.

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Personal Finance

Tracks eligible dividends, gross-up, tax credits, and estimated net tax for Canadian investors in 2026.

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Personal Finance

Track LLP withdrawals, annual repayments, balances, due dates, and payment status in one Canadian spreadsheet.

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Personal Finance

Tracks HBP RRSP repayments, balances, deadlines, and status across the 15-year repayment period.

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Personal Finance

Track capital gains, inclusion rate, taxable gains, and holding periods for Canadian transactions in one workbook.

18 View template →