Finance templates made for Canadians
Spreadsheets, planners and guides built on CRA rules by the team behind the MTC calculators. Instant download, most under $5.
5 templates
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Excel · Google Sheets
Self-Employed & Small Business
Self-Employed Tax & Expense Tracker for Canada (T2125)
Track business income, CRA T2125 write-offs, GST/HST remittances, and vehicle mileage in one complete Excel workbook.
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Excel · Google Sheets
Budgeting & Debt
Canadian Personal Budget & Net Worth Dashboard (50/30/20)
Master your monthly cash flow, crush debt with snowball/avalanche, and track your growing net worth in Canadian dollars.
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Excel · Google Sheets
RRSP, TFSA & Investing
Canadian Registered Accounts Tracker (TFSA, RRSP & FHSA)
Consolidate your TFSA, RRSP, and FHSA contribution room, track investments across institutions, and rebalance your portfolio.
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Excel · Google Sheets
Home Buying & Mortgage
First-Time Home Buyer & Mortgage Closing Cost Planner
Model down payments, CMHC insurance, Land Transfer Tax rebates, and every closing cost before making an offer.
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Excel · Google Sheets
Tax Templates
Canadian Rental Property Income & Expense Tracker (T776)
Manage tenant rent rolls, track deductible expenses by CRA T776 line, split mortgage interest, and maximize net rental profit.
Frequently asked questions
How do I get my file after I buy?
You get an instant download link on screen and by email. Spreadsheet products include both an Excel file and a Google Sheets copy link.
Are these templates made for Canada?
Yes. Every product uses Canadian dollars, CRA forms and terms, and Canadian accounts like the RRSP, TFSA and FHSA.
Do the templates work on Mac and on my phone?
Excel files work in Excel for Windows and Mac, and in Numbers. The Google Sheets version works in any browser and in the Google Sheets app.
Is this tax or financial advice?
No. The products are educational tools to organize your own numbers. For advice on your situation, talk to a qualified accountant or financial planner.