Snowball Dividend Tracker

The dividend spreadsheet that catches your mistakes — and shows you where your snowball is headed.

Why This Tracker Is Different

Most dividend spreadsheets happily accept typos. Log a quarterly payment where an annual amount should go, and your income numbers are quietly wrong for months. This tracker checks your entries. Every dividend you log is cross-checked against what your holdings should be paying — wrong amounts, future dates, and unknown tickers all get flagged instantly, with the expected amount shown so you can fix it in seconds.

The Accuracy Check in Action Your Dividend Log — with the built-in check column Date Ticker Amount Check Jun 25 SCHD $25.70 ✓ Jun 30 O $2.17 ⚠ expected ~$21.47 — check your entry The classic mistake — a decimal slip or quarterly-vs-annual mix-up — caught the moment you type it.

No other dividend template we've seen does this. If you've ever wondered whether your spreadsheet's numbers are actually right — this is the one that tells you.

See Where Your Snowball Is Headed

The built-in Snowball Projection tab takes your actual portfolio — not a hypothetical — and projects it 1 to 50 years ahead: dividend growth, reinvestment on or off, taxes, and your yearly contributions. It uses the same honest math as our free dividend calculator, applied to the holdings you already track.

Two Editions, One Price
Google Sheets Edition
Live prices
Type a ticker — the price and company name fill in automatically
Excel Edition
Works everywhere
Every Excel version, 100% macro-free — no security warnings

Six tabs in each edition:

  • Dashboard — portfolio value, income, and yield at a glance, with charts
  • Holdings — up to 30 positions: cost basis, gains, yield, yield-on-cost, weight
  • Dividend Log — 500 rows with the automatic accuracy checks
  • Snowball Projection — your 1–50 year compounding forecast
  • Settings — all your assumptions in one place
  • Instructions — plain-English quick start (blue cells = you type, black = automatic)
See It in Action
Dividend Log with the accuracy check column: a list of logged dividends with green check marks, and one typo entry of $2.13 flagged with 'expected ~$21.07'

The accuracy check at work: every entry verified, and the $2.13 typo (should be $21.32) flagged instantly with the expected amount.

Portfolio Dashboard tab showing total market value, gain, yield, projected annual income, a monthly dividend income table, and a bar chart

The Dashboard: your whole portfolio at a glance, with monthly income charted — and the built-in update checker.

Holdings tab with sample positions — SCHD, VOO, Realty Income, Coca-Cola, JEPQ, Microsoft — showing cost basis, gains, yield, yield on cost, weight, and a check column

Holdings: type the ticker and your shares — names and live prices fill in automatically (Google Sheets edition).

Snowball Projection tab: a 30-year year-by-year table with portfolio value and dividend income, plus two growth charts

The Snowball Projection: your actual portfolio compounded 1–50 years ahead, with the same honest math as our free calculator.

Get the Tracker — $14

Instant digital download · both editions included · free updates · macro-free

Buy Now on Gumroad — $14

Personal-use license. Sharing, redistribution, or resale prohibited.

Honest Fine Print

  • It's a tracker, not an advisor. It records, checks, and projects — it does not tell you what to buy or sell, and it is not financial advice.
  • Designed for US markets and US-listed tickers.
  • Google Sheets auto-fetches prices and names (delayed ~20 minutes). Dividend amounts per share are entered by you — Google's finance feed doesn't provide them, and no spreadsheet can fetch them reliably.
  • The Excel edition uses manual price entry — the trade-off for working in every Excel version with zero macros.
Educational tool only — not financial advice. The Snowball Dividend Tracker organizes and projects the portfolio you enter; it does not recommend investments. Projections use simplified assumptions and are not predictions. Consult a qualified financial advisor before making investment decisions.