BalanceWise – Personal finance dashboard focused on tax-sheltered growth

Summary: BalanceWise is a personal finance dashboard that connects daily budgeting with long-term wealth building by prioritizing tax-sheltered accounts. It automates tracking contributions to TFSA, RRSP, and FHSA accounts, reducing manual errors and simplifying tax season management.

What it does

BalanceWise streamlines financial tracking by automating the monitoring of tax-sheltered accounts and prioritizing where money is allocated to maximize tax advantages.

Who it's for

It is designed for individuals managing personal finances who want to avoid manual spreadsheet tracking and optimize contributions to tax-advantaged accounts.

Why it matters

It prevents over-contribution penalties and reduces the complexity of managing multiple tax-sheltered accounts during tax season.