Yieldly Dividend Tracker | Dividend Portfolio & Income Calendar | Google Sheets & Excel | NL Tax (Box 3) | Instant Download

Track every dividend you receive, forecast your annual income, and know exactly what your portfolio is yielding — all in one professional-grade spreadsheet.

Built specifically for European dividend investors, with a full Dutch Box 3 tax estimator included.

What's inside

• Dashboard — Total annual dividend income, portfolio yield %, top 5 payers, income by month
• Holdings tab — Every position with ticker, shares, dividend per share, annual yield, next ex-dividend date
• Dividend Calendar — See your expected monthly income for the full year, colour-coded by month
• Transaction log — Record every dividend received with date and amount
• Dividend growth tracker — See whether your income is growing year-over-year
• Box 3 Tax Estimator (NL) — Dutch wealth tax calculator: taxable base, fictitious return, tax owed — updated for current rates
• Auto-pricing — Live prices via GOOGLEFINANCE in Google Sheets

Works with

• ✅ Google Sheets (live prices + GOOGLEFINANCE)
• ✅ Microsoft Excel (static prices)
• ✅ Stocks, ETFs, REITs, bond funds

Perfect for

• Dividend investors building passive income streams
• European investors tracking international dividend payers
• Dutch investors who want to estimate their Box 3 tax liability
• Anyone pursuing income-based FIRE (living off dividends, not selling assets)
• Investors tracking dividend ETFs like VHYL, TDIV, or JEPI

Download contents

• Yieldly Dividend Tracker — EN.xlsx
• Yieldly Quick Start — EN.pdf (setup guide + formula cheat sheet)

A note on live prices: GOOGLEFINANCE formulas work in Google Sheets only. Excel uses static price cells — simply update them manually or paste in current prices. All dividend calculations and forecasts work in both versions.

License: Personal use only. Not for resale or redistribution.