Where do I enter TFSA room, and how is it used?

Create the TFSA under its individual holder in ACCOUNTS and INVESTMENTS. When opening TIME MACHINE, enter Current TFSA room in the additional-information form. Use the room still available after contributions already made, including recent transactions not yet reflected in your records.

Room belongs to the person across their TFSAs, not separately to each account. Enter each spouse’s figure on their own pre-run form. TIME MACHINE carries unused room forward and adds the modelled annual room. A withdrawal restores room in the following calendar year, not immediately.

To fund the account, enter an automatic contribution or put it in deposit PRIORITIES. Available room is a limit, not a source of cash, so room alone does not force a contribution.

Update the TFSA's holdings to change the balance; update the pre-run figure to correct remaining room.