Make a local copy of the Google Sheet: Dividend Stock Portfolio Tracking Part 7ģ.

Download the new ' Dividend Calendar and Dashboard Tool' for everyone free to use!Ģ. To get started, you will need up three things as follows:ġ. With this new release, I introduce some basic troubleshooting and progress tracking which will hopefully eliminate some common difficulties and help us better communicate about those which are left.Īs a new feature, I added a fully automatic 12-month forward dividend projection which basically gives you a dividend calendar by stock and month for the next 12 months based on the last declared dividend. Well, actually this should not be a surprise to me given that I have gone through the process dozens of times during development while ironing out the kinks alongside.Īlso, with the old tool, it was next to impossible for me to give you tailored guidance as to what may have broken your setup. Judging by the large amounts of comments and personal messages received, the entire process of setting it up was not as straightforward as I imagined.

Please let me know if you would like this tracker in a different colour and I can make this for you.Just in time for a belated Christmas gift, I am very happy to share with you the much improved and less error-prone version of the upgraded Dividend Calendar Tool. You can contact me on Etsy, or via email findingyourfinancialfreedom or on instagram can also see this Excel trackers in use on my YouTube Channel The current colours for this tracker include: pink, blue and rainbow. Please reach out to me if you need any help. *For these graphs to work you will need to know your FIRE income and an estimate of your annual expenses. Progress towards your dividends covering your annual expenses* Progress towards your annual dividend goal Once you have entered this information the tracker will pre-fill everything else for you and will automatically create your monthly dividend dashboard. It includes a table that allows you to list your investments, the current share price, the number of units you hold and the companies dividend per share payments. This dividend excel spreadsheet tracker allows you to track your dividend payments on a monthly basis.

Excel dividend tracker