Record keeping
Franking details are easier when they are not separate notes.
OpenFolio keeps dividend cash amounts, franked components and franking credits close to the holding and payment date.
Franking credit tracker
OpenFolio helps Australian investors organise franked dividends, franking credits and financial-year income records beside their portfolio.
FY
records grouped around Australian financial-year review
AUD
dividend income and credits tracked in local context
CSV
import or manually enter dividend records
Record keeping
OpenFolio keeps dividend cash amounts, franked components and franking credits close to the holding and payment date.
Financial year
Australian dividend records often become important at tax time. Financial-year grouping helps you review what has been recorded before relying on official statements.
Caveat
OpenFolio can organise dividend and franking data, but final tax outcomes depend on your circumstances and official source documents.
Questions
Franking credits represent Australian company tax already paid on franked dividends. They can affect an investor tax return depending on residency, tax position and eligibility, so records should be checked against official dividend statements.
Franking credits belong with the dividend record that created them. Keeping both together makes financial-year review easier and reduces the chance of missing tax details at lodgement time.
No. OpenFolio stores and organises records. It does not provide tax advice or guarantee a refund, offset or tax outcome. Your accountant, tax agent or official records should be used for final decisions.
Yes. OpenFolio supports manual dividend records, so you can enter cash amounts, franked amounts and franking credits from dividend statements where needed.
Early access
Join early access and bring your portfolio, tax, dividends, super, cash, assets, and debt into one Australian wealth dashboard.