Financial Tools

Practical financial trackers

Simple Excel tools designed to help you manage your money, track your progress and make better financial decisions.

Secure M-Pesa checkout Instant download One-time payment

Financial Tool KSh 500

Financial Planner

A practical Excel budget tracker designed to help you manage your income, expenses, savings and overall financial progress with ease.

Pre-built income, expense & savings sheets
Pre-built debt tracker, financial goals tracker, investment tracker, net worth calculator sheets
Automatic monthly and yearly totals
Works in Excel & Google Sheets
Instant download — no waiting, no email required

Preview

Paid securely via M-Pesa · delivered as an .xlsx file

Preview the sheet, then tap Purchase when you are ready.

Enter your number and approve the prompt on your phone.

Your file unlocks the moment payment is confirmed.

What do I get after paying?

A ready-to-use Excel file with income, expense and savings sheets already set up. No templates to build yourself.

Does it work on my phone?

Yes. The file opens in the Excel or Google Sheets app on Android and iPhone, as well as on desktop.

What if my payment does not go through?

If M-Pesa fails or times out, you will see a clear message and can retry immediately — you are only charged once payment is confirmed.

Can I get help using the tracker?

Yes, reach out to Thedi Advisors support and we will walk you through setting it up.