BalanceWise

What it does

BalanceWise is a personal finance dashboard designed to bridge the gap between daily budgeting and long-term wealth building. While most tools treat every dollar the same, we help you prioritize where your money goes to ensure you’re utilizing every tax advantage available.

The ultimate Canada Contribution Room Tracker. Instantly track your TFSA, RRSP, and FHSA limits, visualize portfolio growth, and avoid CRA over-contribution penalties.

Move beyond Excel spreadsheets. Track your registered account contributions across multiple institutions and always know your remaining room. A single dashboard that brings together your TFSA, RRSP, and FHSA — so you always know where things stand at a glance. Track your portfolio's performance over time with intuitive charts. See exactly how your contributions compound and stay motivated to reach your financial goals. Overcontribution penalties are easy to trigger and frustrating to fix — especially when automatic deposits are involved. If you are already tracking your contributions in Excel, you do not need to start over. Copy your data into our CSV template, upload it, and keep going.…from balancewise.ca

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  Hi everyone, I'd like to share FinWise (https://finwiseapp.io) with you, which my wife and I have been building over the last few months. FinWise is an all-in-one personal finance management tool, including budgeting, net-worth tracking, financial planning & forecasting and a couple of other things which we're still busy working on like couples/family budgeting and being able to set and track goals. It's designed to make managing all your personal finances as simple, easy and painless as possible, and we've put a lot of effort into making the website as simple and intuitive,…

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