How do I add actual year-to-date amounts to Year Check-in?

From the Year Check-in results, open Improve Check-in. For the optional amount fields, leave unknown amounts blank and enter 0 for a known zero. Follow the specific RRSP deduction rule below.

For accounts, supply the previous December 31 balance, the account owner’s contributions and gross withdrawals since January 1, in CAD. For loans, use the currency shown and include principal and interest in payments made. The current balances displayed come from your account and loan entries; this form does not replace them.

Enter known taxes and investment-income amounts as requested. RRSP deductions to claim are separate from account contributions: include the deduction this person intends to claim, and do not subtract withdrawals from that deduction. Enter gross withdrawals on the account cards and withholding tax with taxes paid. When withdrawals are entered, a blank RRSP deduction is treated as zero.

Save and rerun Check-in. These inputs improve YTD and full-year reports. Some also affect the remaining-year projection, including taxes due, RRSP deductions and mandatory withdrawals still required. Review any Wealthica-prefilled values before using them.