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Confirm your dividends

When Metrifly detects a dividend for a holding you owned at the ex-date, it creates an unconfirmed event. Confirming it tells Metrifly the amount you actually received, so the payment counts towards your income, yield, and tax. By the end of this, your dividends will be confirmed and your figures accurate.

StatusWhat it means
AnnouncedDeclared, but the ex-date hasn’t passed — nothing to do yet
UnconfirmedDetected and waiting for your confirmation
PaidConfirmed and counting in your income and tax

They appear in two places:

  • The Dividends tab on a holding’s detail page, in its Payment History table — grouped by financial year, with a Confirmed X/Y count at the top.
  • The Performance → Dividends page, in the Income breakdown table — across every holding in the portfolio, with a Confirm all button.
  • The Tax Dashboard, which flags them before you finalise tax — see Use your tax dashboard.

Find the dividend and click the checkmark icon (Mark as confirmed) on its row to open the confirm dialog. After a dividend is confirmed, that same checkmark becomes the undo toggle — click it again to reset back to unconfirmed.

Confirm Dividend dialog with DRP selected and shares allotted

The dialog shows:

FieldEditable?Notes
Ex-DateNoThe ownership cut-off date
CurrencyNoThe currency the dividend was paid in
Total Amount ReceivedYesThe total cash you received — pre-filled with the detected estimate
Franking CreditsYes (optional)Australian franking credits — leave blank if none
Payment methodYesCash or DRP (reinvest as shares) — defaults to DRP if the holding is enrolled in dividend reinvestment
Shares AllottedRequired if DRPThe number of new shares the reinvestment bought
Issue PriceOptional, DRP onlyThe price per share the registry issued at — used for the acquisition’s cost base
NotesYes (optional)A free-text note for yourself

You enter the total you received, not a per-share rate. Click Confirm Dividend to save. See Record reinvested dividends (DRP) for the full DRP walkthrough, including the shares/issue-price mismatch warning.

On the Performance → Dividends page, Confirm all (N) confirms every unconfirmed dividend in the list as cash, using the detected estimates, without opening each dialog.

Dividends belonging to a holding enrolled in DRP are skipped — they need Shares Allotted before they can be confirmed, so bulk confirm can’t fill that in for you. The result reports both counts:

Confirm all with DRP-enrolled dividends left for individual review

Confirm the skipped ones individually instead, choosing Payment method: DRP and entering the shares allotted.

Open the row’s More actions (3-dot) menu and choose Edit to change the Total Amount Received, Franking Credits, or Notes before confirming. Saving updates the dividend but leaves it unconfirmed — you still need to confirm it afterwards.

  • Dismiss — if a detected dividend doesn’t apply (a duplicate, or one you didn’t receive), open the row’s More actions (3-dot) menu and choose Delete.
  • Undo — click the confirmed checkmark icon again to move a dividend back to unconfirmed. If it was confirmed as DRP, the paired reinvestment (the extra shares) is removed too — see Reset a DRP dividend to unconfirmed.

Australian companies often pay franked dividends, where tax has already been paid at the company level. When confirming one, enter the franking credit amount from your dividend statement in the Franking Credits field — it flows through to your taxable income report. Leave it blank if the dividend is unfranked.

ProblemFix
No confirm icon on a rowThe dividend may still be Announced — confirmation opens once its ex-date passes.
The detected amount is wrongUse Edit and correct Total Amount Received before confirming.
You confirmed the wrong oneClick the confirmed checkmark icon again to unconfirm it, then use More actions to edit or delete it.
It should have been reinvestedChoose Payment method: DRP and enter Shares Allotted — see Record reinvested dividends (DRP).
Confirm all left one unconfirmedThat holding is enrolled in DRP — bulk confirm skips it so you can allot shares individually.
The Tax Dashboard still flags dividendsConfirm every dividend on each affected holding, or use Confirm all.