Simfi brings your TFSA, RRSP, FHSA, budget, and goals together in one place — with Canadian tax context baked in throughout.
What Simfi does
From daily spending to retirement projections — Simfi gives you the full picture.
Log expenses, track recurring costs, and import bank transactions via CSV. 16 categories built for how Canadians actually spend.
See exactly how your spending compares to your budget each month — needs, wants, and savings all in one view.
See your personalized retirement outlook based on your savings, investment style, and blended return rate.
Track TFSA, RRSP, FHSA, emergency fund, home savings, and early retirement goals — all in one place.
A personalized budget built from your income, goals, and household situation. Fully customizable.
Marginal rate, effective rate, RRSP tax savings — Canadian tax context built right in.
Built for Canada
TFSA, RRSP, FHSA, CPP — the accounts that actually matter to Canadians, built right in from day one.