Calculating Dividend performance

Paul Clarke's Avatar

Paul Clarke

06 Jan, 2016 09:26 PM


Please excuse my annoyance from the other day. I worked it out and completed my update.


What I am trying to work out now is to develop the dividend performance of my shares. Not the gain in share price but what they return each year as a % of the purchase price or the current price for that matter. I would also like that based on the % of share tax franking. I am nearing retirement and want to know what income I will get from the shares. Based on this I will retain or sell the shares.

I'm sure this is easy but I cannot see it



  1. 1 Posted by dwg on 06 Jan, 2016 09:37 PM

    dwg's Avatar

    It sounds like what you are looking for is the Dividend Yield:

    Moneydance does not have a report that shows this data unfortunately.

  2. 2 Posted by Paul on 06 Jan, 2016 09:53 PM

    Paul's Avatar

    Hello and thank you for your response

    If that is so what is the "income" column in the "investment
    Performance" Table? It looks like it but when I have run it it does not
    report all the returns.


  3. 3 Posted by dwg on 06 Jan, 2016 10:25 PM

    dwg's Avatar

    I have not taken much notice of that column before but am seeing the same. It is reporting a few dividends but not many. The IK staff are going to have to explain it.

    I do have some concerns about how such data could be reported in Moneydance.

    Using the category Dividend is unworkable for me since under local laws I need to have more granularity of reporting than just a single figure can provide and using the Div & DivXfr action types I also see as problematic as especially with the DivXfr this is the only action type that combines two transactions into one and can be used for other purposes.

  4. 4 Posted by Paul on 06 Jan, 2016 10:29 PM

    Paul's Avatar

    Thank you again

    I'm only doing it for me but even if there was a way of grouping "Div"
    or DivXfr it would do


  5. 5 Posted by dwg on 07 Jan, 2016 01:45 AM

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    You could use the transaction filter report and select the Dividend category

  6. System closed this discussion on 07 Apr, 2016 01:50 AM.

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