Dividend Tracking

Dividend tracking

Finance Frank Pro tracks dividend income from your share portfolio, including franking credits for Australian tax purposes.

Dividend tracking requires a Pro plan.

How dividends are tracked

Automatic detection

When you import bank transactions, Finance Frank identifies dividend payments based on the description and categorises them as dividend income.

Manual entry

You can also manually record a dividend:

1. Go to Portfolio and select the holding
2. Click Add Dividend
3. Enter the payment date, amount, and franking percentage

Franking credits

Australian company dividends often come with franking credits (imputation credits). Finance Frank tracks these separately because they affect your tax position:

• Fully franked — the company has already paid 30% tax
• Partially franked — a portion has been franked
• Unfranked — no tax has been paid by the company

Franking credits are included in your tax position calculation on the Tax dashboard.

Dividend reinvestment plans (DRP)

If you participate in a DRP, record the new shares added to your holding and the dividend received. This keeps both your portfolio holdings and income records accurate.

Viewing dividend history

Your Portfolio dashboard shows total dividend income received, broken down by holding and financial year.