Dividend Income Tracker – Excel Template


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Description

Track dividend-paying shares and funds: yield, yearly income before and after withholding tax, payment frequency and next pay date.

  • Automatic summary: Portfolio value, Net yearly income, Portfolio yield (net), Average per month
  • Calculated for you: Market value, Dividend yield, Yearly income, Net yearly income
  • Drop-down menus for quick, consistent entry
  • Example rows and a step-by-step "How to Use" sheet

Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.

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