The value within the single quotes in the below formulas is the ticker used to identify the new sheet. We need to do this for cells C4, F4, J4 and K4. This is done by entering formulas into the appropriate cells. It is now time to link the new sheet to the Summary sheet. Double-click Dividend Spreadsheet.xlsx to open it.
How to Import the Spreadsheet into Google SheetsĪfter downloading the spreadsheet ( Dividend Spreadsheet for Google Sheets) upload the file to Google Drive. It is designed for Google Sheets and only works on that platform.įor those who are familiar with Excel much of the following explanation is superfluous, but I wanted to offer a fairly full description to those less familiar with the software. xlsx extension and will open in Excel, it will not work properly within this software. I need something simple so that at a moment’s glance I can see the state of my portfolio, but we all have our own needs.īelow are instructions on how to alter the example spreadsheet for your personal use. You can offer enhancements to what I have done and modify it for your design.
My idea is to offer a starting point and let the user take it where they feel it needs to go – or simply use it as it comes. It does mean that one needs to have a Google account (free, of course), but hopefully, the information Google offers will continue well into the future. Google offers the ability to automatically update a spreadsheet with the current price information, so I have again rewritten the spreadsheet to work with Google Sheets. This was not convenient but it was something. I changed it to rely on the user to manually update the information. That source, too, then went away and I had the impression that I might get involved in a never-ending task of rewriting the spreadsheet to backfill vanishing resources. Yahoo then ended this ability so I found another source and rewrote the formulas. Many years ago I created an Excel spreadsheet that used Yahoo to get current information and it worked quite well.
The other end of the spectrum is to start with something simple and easy to use, though it may not have the capabilities other means of tracking offer. The downside is that its completeness is accompanied by a rather steep learning curve. One direction is to go with something very complete, like Stock Rover, which is a great piece of software that offers an incredible range of information. How to Use the Dividend Spreadsheet for Google SheetsĮveryone needs to be able to keep track of their portfolio and there are numerous means available to us for doing so.How to Import the Spreadsheet into Google Sheets.
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