Net Worth & Dividend Tracker | Excel Wealth Dashboard

Watch your net worth grow and see exactly how much your investments pay you.

This Excel tracker brings your assets, debts, holdings and dividends into one private dashboard.

WHAT IT TRACKS

• Up to 20 assets and 12 liabilities with 12 monthly snapshots

• Net worth and month-over-month change

• Up to 40 holdings: shares, average cost, current price, gain/loss

• Dividend yield, yield on cost and projected annual income

• Dividends received by month

WHAT'S INCLUDED

• Net Worth sheet with automatic totals

• Holdings sheet with automatic value and income calculations

• 500-row dividend log

• Dashboard with net worth trend and dividends-by-month charts

• Sample data and a Start Here guide

BEST FOR

Savers, dividend investors and anyone working toward financial independence.

FORMAT

Microsoft Excel (.xlsx), no macros. Prices are entered by you, not updated automatically. Instant digital download; no physical item.

IMPORTANT

An organizing tool, not financial or investment advice.

SAVE WITH THE BUNDLE

Get this template plus 6 more (Trading Journal, 2027 Budget, Paycheck Planner, Student Planner, Net Worth Tracker, Habit Tracker and GLP-1 Tracker) in the LaunchKit 2026 Planner Bundle for $19.99: payhip.com/b/qr7Et

FAQ

What exactly do I get?

Track net worth monthly, portfolio value, yield on cost and dividend income in one Excel dashboard.

What do I need to use it?

Microsoft Excel on Windows or Mac (Excel 2016 or newer, or Microsoft 365). It also opens in free Google Sheets, though Excel is recommended.

How do I get it?

It is an instant digital download: right after payment you get the file on the page and by email. No physical item is shipped.

What if it is not right for me?

Contact me through my Payhip store within 30 days and I will refund you - no hard feelings.

I have a question

Use the contact link on my Payhip store page and I will help.