Dividend Tracker Spreadsheet
Holdings, dividend log, income calendar, dashboard and income goal projection
A clean dividend income tracker for Excel and Google Sheets. Enter your holdings and payments; the workbook calculates cost basis, market value, yield, yield on cost and annual income, maps expected income to each month, charts dividends by month and sector, and projects when you could reach a monthly income goal.
Look inside
What's Included
- XLSX workbook (Excel and Google Sheets)
- Dashboard: value, income, yield, yield on cost, received vs expected by month, sector chart
- Holdings tab for 100 positions with automatic calculations
- Dividend log for 600 payments with reinvested and tax columns
- Expected income calendar by pay month
- Goal tab: 30-year projection with contributions, dividend growth and reinvesting
How To Use
- Delete the fictional sample rows.
- Add holdings and update prices when you review.
- Log each dividend as it arrives.
Who It's For
- Dividend and income investors
- Beginners building a passive income portfolio
- FIRE and long-term savers
Good To Know
- Works with any broker and any currency.
- For tracking and education only. Not financial, investment or tax advice. Check figures with your broker.
- Real XLSX file, no subscriptions or add-ons.
Questions
How do I get the files?
Right after checkout you can download one ZIP file, and Payhip also emails you the link. Nothing is shipped.
What do I need to use it?
Instant digital download: one ZIP file with an XLSX spreadsheet and a read-me PDF. Your download link appears right after checkout and is emailed to you. Personal-use licence: print as many copies as you need for your own home, party or classroom.
What if a file does not work?
Digital files cannot be returned, but if a file is faulty, cannot be opened or is materially different from this description, it is repaired, replaced or refunded. Refund terms.
Licence
Personal use. Please do not resell or share the files.
