Simfi: Canadian Finance

Simfi is the personal finance app built for Canadians. Most budgeting apps treat Canada like an afterthought. Simfi is different. It brings your TFSA, RRSP, FHSA, budget, and goals together in one place, with Canadian tax context built in throughout, so the numbers actually reflect how money works here. WHAT YOU CAN DO WITH SIMFI Budget with clarity See exactly how your spending compares to your budget each month, broken down into needs, wants, and savings, so you always know where your money is going. Track the accounts that matter Keep your TFSA, RRSP, FHSA, HISA, and investments in one view, with contribution room context for Canada's registered accounts. Set and track your goals Set targets for what you are working toward, whether that is growing your registered accounts, paying down variable debt, or retiring early, and track your progress on each one over time. Understand your taxes Get a clear tax summary with your marginal rate, effective rate, and potential RRSP tax savings, with provincial context applied automatically. See where you are headed Project your savings and long-term wealth so you can plan with confidence instead of guesswork. Import your transactions Bring in your spending quickly by importing a CSV of your bank transactions. Simfi reads only the date, description, and amount, and never stores the original file. Share your plan Export a clean PDF summary of your budget and goals to keep or share. BUILT FOR CANADIANS TFSA, RRSP, FHSA, and CPP context: the accounts and rules that actually matter here, built in from day one. Provincial tax calculations mean your numbers reflect where you live. PRIVATE BY DESIGN Your data is yours. Simfi shows no ads, never sells your information, and uses no third-party tracking or analytics. Your data is stored securely in Canada, and encrypted in transit and at rest. You can delete your account and all associated data at any time, instantly. A NOTE ON ADVICE Simfi is a tool to help you organize and understand your finances. It is provided for informational and educational purposes only and is not financial, investment, or tax advice. For decisions that matter, consult a qualified professional. Questions or feedback? Reach us at [email protected].