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[Feature Request]: Account contribution manager

Open colemvnio opened this issue 4 months ago • 0 comments

In certain countries, yearly contributions per account type must be maintained to prevent tax penalties such as the TFSA in Canada and many more.

Adding a feature to keep track of our contributions could help us prevent such penalties, as the reporting done by the CRA is delayed and we must manually keep track of them. These contributions are seen as deposits, and some people often only want to track them and not the actual usage/assets of them.

Having a way to keep track of deposits through your existing deposits, regardless of your assets could be interesting. For example, I personally have an Excel table that says how much I can contribute for 2024, and then I show how much (% and $) is free based on the deposits I did. This is done totally outside of my assets or equities, but ultimately is related.

Thank you,

colemvnio avatar Oct 08 '24 16:10 colemvnio