Goals & Contribution Limits

Financial goals

1. Settings → Goals → + Goal
2. Name, description, Target Amount.
3. Allocate percentages per account (total must hit 100 %).
4. Progress bars show on the home dashboard.

Tracking Contribution Limits

Wealthfolio helps you track your contribution limits for tax-advantaged accounts like IRAs, 401(k)s, or TFSAs. You can set contribution limits for each account and track your available contribution room. To do this:

1. Go to the settings/Limits tab.
2. Click on “Add Limit”.
3. Create a the contribution limit with an identifiable name (e.g. 2025 RRSP or 2025 Roth IRA), Year and set the contribution limit in base currency.
4. Save the limit
5. Select all accounts you want to track for this limit and click “Save selected accounts”.
6. You can now track your contribution limits and available contribution room in each account page or in the limits settings page.