Does anyone have a simple method to keep track of contributions to various registered accounts? We live in Canada and have 2 kids, so we have multiple accounts that we try to max out every year: RESP x2, TFSA x2, RRSP x2 (am I missing any?). My hubby's work income is fairly high but unpredictable (he gets a salary, but most of his income is actually in the form of dividends, which we never know exactly how much it will be). We usually contribute to these accounts in fairly large lump-sums rather than regular monthly contributions. And grandparents also like to contribute to the RESPs sometimes. I used to be able to just remember what needed to be done...but with 2 kids, my mom-brain no longer holds important information like this.
Does anyone have a simple spreadsheet or checklist of some kind to keep track of which ones have been maxed out each year? I can easily make one, but just wondering what info people have on theirs?
I can log on to the bank website and check, but with all of the dividends and various investment transactions that happen behind the scenes, its not easy to just get the info I want at a quick glance!