Kenya Investment Tracker Pro (Excel & Google Sheets)

Know what your investments are worth, what they earn after tax, and exactly when your money lands.

Kenya Investment Tracker Pro brings everything you own into one spreadsheet: T-bills, Treasury and infrastructure bonds, money market funds, fixed deposits, SACCO savings, NSE shares and dollar investments. Enter your investments once. The tracker does the maths.

WHAT YOU GET

- Dashboard: your total portfolio, monthly income after tax, net yield and real yield after inflation, all on one page

- Cash flow calendar: every coupon, maturity and dividend for the next 12 months, by month and by source

- Maturity alerts: T-bills and fixed deposits due in the next 30 days, and matured money still waiting to be reinvested

- Reinvest: compare T-bills, bonds, MMFs, fixed deposits and SACCO deposits side by side, after tax and after inflation

- Goals: set a target and a date, see if you're on track and how much to save each month

- History: monthly snapshots that build a growth chart and your true annual return

- Tax Summary: withholding tax deducted from your investment income this year, ready for your KRA return

BUILT FOR KENYA

- T-bill prices use the Central Bank of Kenya's own formula

- Withholding tax rates for each investment type, including tax-free infrastructure bonds, in one Settings sheet you can update when the Finance Act changes

- All amounts in KSh, with dollar investments converted at the rate you set

WHAT'S IN THE DOWNLOAD

1. Kenya Investment Tracker Pro: blank and ready for your investments

2. Demo edition: the same tracker filled with a sample portfolio, so you can see every feature working before you start

WORKS ON

Microsoft Excel 2010 or later, and Google Sheets (upload to Google Drive, then Open with > Google Sheets). Works on PC, Mac and phone.

Tip: when you first open the file in Excel, click "Enable Editing" in the yellow bar at the top to see your numbers.

WHO IT'S FOR

Young professionals building their first portfolio, Kenyans abroad investing back home, and business owners managing their savings. No finance background needed: the Start Here sheet walks you through it in 5 minutes.

SUPPORT

Questions? WhatsApp 0747 779 446 (+254 747 779 446).

Licence: for your own use (one household or one business). Please don't share or resell.

Full terms: kenya-tbill-calculator.netlify.app/terms

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