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Portfolio Dividend Planner

Portfolio Dividend Planner

Features designed for you.

$11.55 CAD
$11.55 CAD
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Shipping calculated at checkout.
  • Designed for Excel
  • No subscription required
  • Instant access
View full details

Features designed for you.

Modern & Easy Interface

Clean, intuitive design for seamless planning.

Multi-Purpose Planner

Versatile for daily life, projects, shopping, and more.

Task & Status Selection

Easily add tasks and choose statuses from a dropdown.

Priority Selection

Set task priorities with a dropdown (P1, P2, P3, P4).

Category Selection

Organize tasks by categories (Home, Work, etc.).

Due Date Setting

Set due dates for each task.

Remaining Days Display

See days remaining until due date, highlighted in red when close.

Status Bar Display

Modern status bar showing task count per status.

Minimalist Design

Clean, uncluttered layout for easy viewing.

Easy on the Eyes

Carefully spaced elements for comfortable reading.

Attractive Color Palette

Visually appealing color choices.

Income Tracker Sheet

Log dividends and track income.

Stock/Fund Payment View

See monthly payments for each stock/fund.

Customizable

Edit anything in the spreadsheet as needed.

Ready to go in 3 steps

Step 01

Instant Delivery

Check your inbox immediately after purchase for your access link.

Step 02

Open Spreadsheet

Launch your system in Excel or Google Sheets to start tracking.

Step 03

Start Tracking

Log your data and take total control of your organization.

Product Details

What’s Included
Plan, track & organize Stocks, Funds, ETFs, and more in this easy-to-use spreadsheet for Microsoft Excel. Designed to be intuitive and empower you to stay on top of your dividend income. A beautifully designed one-of-a-kind dashboard automatically shows you how much you'll make in passive income for the month and year. Your annual dividend Yield % is automatically displayed for you. This planner also lets you track your dividend income and then automatically displays beautiful visuals on the dashboard.
How You Get It

Instant Digital Download. You will receive an automated email with your download links immediately after purchase. No physical package—you’ll get instant access to the files you need.

Simply save the files to your computer or upload them to Google Drive to begin using your system right away.

Everything you need to know.

Is this a one-time purchase?
Yes. Once you purchase a spreadsheet system, it is yours to keep forever with no recurring fees or subscriptions required.
Excel vs. Google Sheets: Which should I choose?
Our models are platform-specific. They are not inter-compatible. Please ensure you select the version for your preferred software (Excel or Google Sheets) at checkout.
How many devices can I use this on?
Unlimited. Save your files to any device or host them in your own cloud (Google Drive or OneDrive) to access them anywhere on phone, tablet, or computer.
I'm not an "Excel Expert"—is it hard to use?
No advanced skills needed. All formulas are automated and formatting is locked. You enter your data, and the system handles the rest. We include a quick-start guide to get you going in minutes.

Still not sure? See what others say.

Join over 9,000 customers who have organized their lives with Bobcat Planners. Read our verified 5-star reviews on Etsy to see why our systems are the top choice for pros and individuals alike.

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