Franking credit tracker

Keep franking credits with the dividend records that created them.

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

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.

Payment date
Cash dividend amount
Franked amount
Franking credit

Financial year

Review income records in the period that matters.

Australian dividend records often become important at tax time. Financial-year grouping helps you review what has been recorded before relying on official statements.

Past payments
Financial-year view
Income summaries
Tax export workflow

Caveat

Useful records, not tax advice.

OpenFolio can organise dividend and franking data, but final tax outcomes depend on your circumstances and official source documents.

User-provided records
Source statements still matter
Professional review encouraged
No financial advice

Questions

Clear answers before you sign up.

What are franking credits?

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.

Why track franking credits with dividends?

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.

Does OpenFolio calculate my final tax refund?

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.

Can I add franking credits manually?

Yes. OpenFolio supports manual dividend records, so you can enter cash amounts, franked amounts and franking credits from dividend statements where needed.

Early access

Your complete financial picture starts here.

Join early access and bring your portfolio, tax, dividends, super, cash, assets, and debt into one Australian wealth dashboard.

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