Add Retirement Annuity & TFSA Tracking in Plans

It would be useful to have a feature that allows users to project and track their Retirement Annuity (RA) and Tax-Free Savings Account (TFSA) pots. The goal is to calculate how these investments could grow over time based on basic inputs.

Retirement Annuity (RA)

Required Inputs:

Current balanceTime frame (years)Contribution amountContribution frequency (monthly, quarterly, yearly)Annual contribution increase (%)Expected annual growth rate (%)

Tax-Free Savings Account (TFSA)

Required Inputs:

Current balanceContribution amountContribution frequency (monthly or yearly)Expected annual growth rate (%)

Rules to apply:

Contributions capped at R500,000 lifetime limitAfter reaching the cap, no further contributions are added β€” only growth is calculated

Graph Display

Each plan (RA, TFSA, and potentially others) should be displayed as separate lines on the projection graphEach line should be toggleable (on/off) for comparison or isolationA sum total line should be included to show the combined projected value of all active plansThe sum total line should also be filterable, updating dynamically based on which individual plans are toggled on

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Upvoters
Status

Open

Board
πŸ’‘

Feature Requests

Date

Over 1 year ago

Author

Roedolph Breet

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