Wealthfolio logo Wealthfolio
Download
All features

Tax Accounts

Contribution Rooms & Limit Tracking

Stay inside the lines on every tax-advantaged account.

Stay on top of contribution limits for tax-advantaged accounts like IRAs, 401(k)s, and TFSAs. Track your available room and avoid over-contributing.

Contribution room tracker with used vs. available limits
Contribution room tracker with used vs. available limits

Limit Awareness

Know your contribution limits.

Avoid Over-Contribution

Prevent excess contributions.

Know your room

See how much contribution room you have left on each account so you can plan deposits with confidence.

Limit awareness

Always know your remaining contribution room.

Avoid over-contribution

Stop before you cross a limit.

Per-account limit usage for the contribution year
Per-account limit usage for the contribution year

Related features

Ready to try it?

Wealthfolio is open source and local-first. Your data stays on your device.