Dividend Income Tracker Excel Template

Master your dividend portfolio with comprehensive tracking of yields, payment schedules, DRIP calculations, and future income projections. Build your passive income empire one dividend at a time.


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Build Your Dividend Dynasty

Remember the thrill of receiving your first dividend check? That small deposit that felt like free money appearing in your account? Now imagine scaling that feeling across dozens of dividend-paying stocks, each contributing to a growing stream of passive income that compounds month after month, year after year.

This isn't just about tracking numbers—it's about building financial freedom through dividend growth investing. Our comprehensive dividend income tracker transforms the complex world of portfolio management into an intuitive, powerful system that grows with your investments.

Comprehensive Portfolio Overview

Track all your dividend-paying stocks in one unified dashboard with real-time position values, dividend yields, and total income projections.

Yield on Cost Analysis

Monitor how your dividend yields grow over time relative to your original investment cost—the holy grail metric for dividend growth investors.

Payment Schedule Calendar

Never miss a dividend payment again with automated scheduling that shows exactly when each dividend hits your account.

DRIP Calculator & Tracking

Model the power of dividend reinvestment plans with automatic calculations showing compound growth and fractional share accumulation.

Future Income Projections

Forecast your dividend income growth with configurable assumptions for dividend increases, new investments, and reinvestment strategies.

Tax-Efficient Reporting

Separate qualified and non-qualified dividends with built-in tax categorization to optimize your tax planning and reporting.

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Beyond basic tracking, this template includes sophisticated features that separate amateur investors from dividend professionals:

    The template also integrates seamlessly with comprehensive portfolio tracking and financial planning tools for a complete investment management system.

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    Frequently Asked Questions

    If you question is not covered here, you can contact our team.

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    How do I analyze data?
    To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
    What data sources are supported?
    We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
    What data science tools are available?
    Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
    Can I analyze spreadsheets with multiple tabs?
    Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
    Can I generate data visualizations?
    Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
    What is the maximum file size?
    Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
    Is this free?
    Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
    Is there a discount for students, professors, or teachers?
    Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
    Is Sourcetable programmable?
    Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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    Start Building Your Dividend Income Stream

    Join thousands of investors who use Sourcetable to track their dividend portfolios and build passive income that grows year after year.

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