$7.50 $15 · Google Sheets + Excel · Instant download
Plan a growing stream of passive income from dividends. Log your dividend stocks and ETFs, and the planner forecasts your monthly and yearly income, tracks payment dates and shows how reinvesting grows your income over time. A goal tracker shows how close you are to covering your bills with dividends alone.
For dividend growth investors and anyone building passive income for retirement. If you want to know how much your portfolio will pay you each month and how reinvesting will grow that income over time, this planner lays it out clearly.
You get a Google Sheets link to make your own copy and an .xlsx file for Microsoft Excel. Both versions have the same tabs and formulas. Sheets works free in any browser and in the Google Sheets app on iPhone and Android, so you can update it from anywhere. Excel works on Windows and Mac.
Yes. You choose the payment frequency for each holding and the calendar spreads income across the right months.
It is your annual dividend divided by what you originally paid. The planner calculates it for each holding so you can see how dividend raises reward patience.
It does not calculate tax. Speak with a tax professional about how dividends are taxed in your situation.
Right after payment you receive a download link at the email you entered at checkout. Save the files to your device and use them as often as you like.
No. This is a digital product, so nothing physical is mailed.
No. This product is for education and personal organization. For medical, tax, legal or financial decisions, please talk to a qualified professional.