100% Private — your data never leaves your browser

Your complete Canadian
finance dashboard.

Track your net worth, taxes, TFSA/RRSP/FHSA room, live stock prices, savings goals, and Financial Health Score. Built for all 13 provinces. One file — works offline, no account needed.

Get NorthFi — $29 CAD Free TFSA Calculator

Launch price: $29 (regular $39) · One-time purchase · Lifetime updates

14 tabs · 12 KPIs
Live stock prices
All 13 provinces & territories
NorthFi Canadian Personal Finance Dashboard
Built by a Canadian finance professional · 2025 tax data · Live market prices · Works offline · Secure checkout via Gumroad
What's Inside
Everything you need. Nothing you don't.
14 tabs, 12 KPIs, live market data, interactive charts. The complete Canadian finance toolkit in one HTML file.

Dashboard with 12 KPIs

Net worth, savings rate, income, spending, health score, tax rate, TFSA/RRSP room, emergency fund, debt-to-income — with interactive charts, net worth trend, and live watchlist.

Live Stock Prices

Connect a free Finnhub or Alpha Vantage API key and your investment values update automatically. Watchlist with daily change. Portfolio allocation by asset class.

2025 Tax Engine

Federal + provincial brackets for all 13 provinces. CPP1, CPP2, EI. Your active bracket highlighted. Effective and marginal rates calculated instantly.

TFSA, RRSP & FHSA Calculators

Lifetime TFSA room. RRSP deduction room with tax refund estimates. FHSA calculator with rules reference and years-to-max projections.

Goals & Watchlist

Set financial goals with progress tracking, monthly pace indicators, and target dates. Stock watchlist with live prices, daily change, and market movers.

Budget & Savings Rate

Progress bar budget tracking with colored status badges. Savings rate benchmarked against Canadian averages. Monthly cash flow visualization.

Net Worth & Investments

All accounts with multi-currency support. Investment portfolio with shares, live prices, ACB, and gain/loss. Color-coded portfolio allocation bars.

Financial Health Score

A single 0-100 composite score combining savings rate, emergency fund, TFSA utilization, portfolio diversification, and debt level.

Privacy-First Design

Zero servers. Zero tracking. All data stored locally in your browser. Optional market data fetched directly from your browser — no middleman. Print or export anytime.

How It Works
Up and running in 2 minutes.
No installs. No accounts. No coding.
1

Download the File

One HTML file + an Excel template. Download from Gumroad after purchase. That's it.

2

Open in Any Browser

Chrome, Safari, Firefox, Edge. Mac, Windows, Linux. Double-click and it opens. Works offline.

3

Import Your Data

Fill out the included Excel template, then click Import Data in the dashboard to load it instantly. Or just edit directly. Everything calculates automatically.

Why NorthFi?
Not another American budget template.
401k? IRA? W-2? None of that applies to you. This does.
FeatureGeneric TemplatesNorthFi
TFSA Room TrackingXFull 2009-2025
RRSP CalculatorXWith tax refund estimate
Canadian Tax EngineUS-focusedAll 13 provinces
CPP1/CPP2 & EIX2025 rates
Live Stock PricesXFinnhub / Alpha Vantage
FHSA CalculatorXFull rules & projections
Goal TrackingXProgress + pace indicators
Financial Health ScoreX0-100 composite
Dark + Light ModeXToggle in header
Works OfflineNeeds Google100% local
Data PrivacyCloud-basedNever leaves device
Lifetime UpdatesOne-offEvery tax year
Privacy
Your Data. Your Device. Period.
NorthFi runs entirely in your browser. Nothing touches a server. Ever.
Zero Server Architecture
There is no NorthFi server. No database. No API. The HTML file runs 100% in your browser. Your financial data is stored in localStorage on your machine.
13 Provincial Tax Engines
Your effective tax rate in Alberta is wildly different from Quebec. NorthFi calculates federal + provincial tax, CPP1, CPP2, and EI for every province — automatically.
Export Anytime
Your data. Your backup. Export to JSON anytime. Import on any device. Switch browsers. Move computers. You're never locked in.
Pricing
One price. Yours forever.
No subscriptions. No recurring fees. Buy once, get every future update free.
NorthFi — Canadian Finance Dashboard
$39
$29 CAD
Launch price — limited time
  • 14-tab dashboard with 12 KPIs and interactive charts
  • Live stock prices via Finnhub or Alpha Vantage (free)
  • Stock watchlist with daily change & market movers
  • Goal tracker with progress bars & pace indicators
  • 2025 tax engine — all 13 provinces & territories
  • TFSA, RRSP & FHSA calculators
  • Financial Health Score (0-100)
  • Portfolio allocation with color-coded asset class bars
  • Multi-currency accounts (CAD/USD)
  • Sortable, filterable, searchable tables
  • Print/PDF export & keyboard shortcuts
  • Dark + light theme toggle
  • Excel template — fill and import directly
  • Works offline — 100% private
  • Free lifetime tax bracket updates
Get NorthFi — $29

Instant delivery · 100% private · No subscription

FAQ
Questions? Answers.
How does it work?
After purchase, you download an HTML file, an Excel template, and a setup guide. Open the HTML file in any browser — that's your dashboard. Fill out the Excel template with your financial data, then click Import Data in the dashboard to load it all at once. Or just edit directly in the browser. Everything calculates automatically.
Is my data safe?
Yes. There is no NorthFi server. Your data is stored in your browser's localStorage and never leaves your device. No accounts, no cloud, no tracking. You can export your data as a JSON file anytime for backup.
Does it work on mobile?
Yes. The dashboard is fully responsive. Open the HTML file on your phone's browser and bookmark it for quick access.
Do I need internet access?
Only on first open (to load fonts and the charting library from CDN, which your browser caches). After that, it works completely offline. Live stock prices require internet but are fully optional — everything works without them.
How do live stock prices work?
Add a free API key from Finnhub (US stocks) or Alpha Vantage (US + Canadian .TO) in the Profile tab. Prices are fetched directly from your browser to the provider — NorthFi never sees your data or key. Everything still works without an API key using manual values.
What provinces are supported?
All 13: Ontario, Quebec, British Columbia, Alberta, Manitoba, Saskatchewan, Nova Scotia, New Brunswick, Newfoundland & Labrador, Prince Edward Island, Yukon, Northwest Territories, and Nunavut.
How do I move my data to a new computer?
Go to Profile, click Export Data to save a JSON file. Copy both the HTML file and your JSON export to the new computer. Open the HTML file and click Import Data. Done.
Is this financial advice?
No. NorthFi is a tracking and planning tool. It helps you organize your finances and understand your tax situation. Always consult a licensed financial advisor or accountant for professional advice.
What happens when tax rates change?
We update the dashboard every tax year. Gumroad notifies you by email when a new version is available — just re-download from your Gumroad library. No extra charge.

Take control of your money.

One file. Every province. Complete privacy. Built for Canadians.

Get NorthFi — $29