This is Part Two of my videos series showing you how to set up an personal finance spreadsheet in Excel similar to the one I use.
In this video, I show you how to set up a tab to track your registered (tax-sheltered) retirement accounts: TFSA & RRSP in Canada, ROTH IRA & Traditional IRA in the U.S., etc. This will include tracking the following:
– Each contribution and withdrawal in these accounts
– Your remaining contribution room for each year
– Your all-time gains as dollars and percentages
– An easy-to-read bar chart showing how close you are to maxing out your retirement accounts
Part One of the series: https://youtu.be/i3KiELf_v0s
Part Three is coming soon.
00:00 What is this video?
00:57 My TFSA & RRSP spreadsheet explained
11:39 Tutorial: Setting up the TFSA/RRSP tracker (Roth IRA / Traditional IRA)
23:55 Tutorial: Tracking combined Stats of retirement accounts
29:17 Tutorial: Bar chart to track your progress maxing out retirement account
If you want to start investing in index funds using Wealthsimple, like I do, sign up using this referral code and we’ll both get a Free $10 to trade!
My video equipment used for this video (affiliate links):
35mm lens: https://amzn.to/2VjpZJx
20mm lens: https://amzn.to/3loW3Gv
RGB Lights: https://amzn.to/3Ee0GKi
Key light: https://amzn.to/3963F9i
Key light stand: https://amzn.to/2XaMQYq
Key light softbox: https://amzn.to/2YQNriL