Dividend Income Tracker

What you get

A single Excel workbook with five purpose-built sheets covering every layer of a dividend-growth strategy — from cost-basis tracking and payment logging to forward income projection and DRIP scenario modeling. Each sheet feeds the next, so your data stays connected rather than scattered across separate files. The download is one .xlsx file, ready to open in Excel or upload to Google Sheets.

Who it's for

Built for individual dividend-growth investors who are actively assembling a passive-income portfolio and need more than a generic stock register. If you are tracking ex-dates, comparing yield on cost across positions, or weighing whether to reinvest dividends or take cash, this workbook addresses those decisions with actual numbers rather than guesswork.

What's inside

• Holdings Sheet — Enter ticker, share count, cost basis, and current yield to calculate yield on cost for every position in the portfolio.
• Dividend Payment Log — Record each ex-date, pay-date, and per-share amount to build a complete, datestamped payment history.
• Forward Annual Income Projection — A month-by-month income view rolled forward across the calendar year, drawn from your current holdings and payment cadences.
• Dividend Growth Rate Analyzer — Computes 5-year and 10-year dividend CAGRs per holding so you can separate reliable compounders from positions with stalling or declining payouts.
• DRIP Scenarios Sheet — Models the five-year income difference between reinvesting dividends and taking cash for each position, producing a data-driven reinvestment decision rather than a rule-of-thumb.

How to use it

Download the .xlsx file and open it in Microsoft Excel, or upload it directly to Google Sheets. Begin with the Holdings Sheet by entering your current positions, then work through the Dividend Payment Log with recent payment history. The Forward Income Projection and Dividend Growth Rate Analyzer populate from your entries automatically, and the DRIP Scenarios sheet lets you adjust per-position assumptions at any time as your portfolio changes.