Automated Dividend Calendar
I just released the latest update (version 3.5) to my Dividend Stock Portfolio Tracker with Transactions Sheet. The latest version automates the Dividend Calendar, which a few people have been asking for.
The Dividend Calendar is just a table showing you at a glance when all your dividend paying stocks pay out their distributions.
Here’s what an older version of the Dividend Calendar looked like:
On the old version you had to manually type in the dividends as you received them. I also highlighted the cells so that you could anticipate what stocks paid each month.
Here’s a glance at the new version, which is live now on Google Sheets:
As with the rest of the spreadsheet, the orangish colored cells are user editable. The light green cells contain formulas, which can be overridden by the user if desired.
Use of the automated Dividend Calendar (found under the DivCalendar sheet) is very simple.
First step is to choose the year that you want the dividends displayed. Just type in the year or choose the year from the drop down as indicated by the red arrow. I’ve pre-populated 2010-2025, but this can be changed as needed.
Second step is to type in the ticker symbol or pick it from the drop down as indicated by the red circle.
And that’s it. Any dividend information that is entered into the Transactions sheet with the proper date and is classified as “Div,” will show up under the DivCalendar table. Cells that populate with dividend information will also be highlighted with a slighter darker color of green.
As with the old version, you’ll need to add your own highlights to future months if you want to be able to see at a glance when your stocks pay. The highlights will not appear automatically until the dividend is accounted for under Transactions.
Lastly, I’ve updated the “Next Pay Date,” to include both the day and the month of the next expected dividend pay date.
If you are currently a user of any older version of the stock portfolio tracker and would like to upgrade, the best way would be to grab a fresh copy of the template and to re-type in your stock ticker symbols into the Portfolio sheet. Then, paste the orange highlighted cells from the old Transactions sheet into the new one.
Please let me know if you have any questions. Enjoy!!