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Tracking Passive Income
Dividends & tax
Hi - I am curious what everyone is using to track their dividends each year? I want to go back 3+ years and pull together the history and then keep it updated. Are you using Excel or is there an easier app/software available? It also isn't clear to me when doing this kind of exercise, do we include franking credits or not? As always, I greatly appreciate this forum & all of your knowledge. Thanks.
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THEA MCANDREW
Asked on 25 May 2025
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I use the app stocklight on my phone. I think you could back date to get dividend history by simply inputting the dates of your already purchased company stocks and ETFs.
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