The Income Calendar helps you plan cash flow by showing paid dividends and estimated future income in one view.
Overview
The Income Calendar visualises your portfolio’s income over time:
Paid income (dividends/distributions already received)
Estimated income (a forward-looking forecast up to 12 months ahead)
How the estimates work
Navexa builds estimates using the last 12 months of dividend/distribution history for each holding.
That forecast uses two things Navexa can see in your history:
Amount: typical net amount paid
Timing: the months/dates the holding paid in the last 12 months
If a holding has limited history
If a holding has only one or two recorded payments in the last 12 months, Navexa can only forecast based on what it has seen so far.
That means:
Navexa may miss the true frequency until more payments are recorded.
Estimates may appear only in the months you’ve actually received payments.
Example (monthly ETF with limited history):
If an ETF has only paid in January and February since you’ve held it, Navexa may estimate payments for Jan next year and Feb next year, but it may not yet recognise it as a monthly payer until more monthly distributions are recorded.
As new payments come in (or missing historical dividends are added), the Income Calendar automatically updates and the forecast becomes more accurate.
Why estimates can look high or low
Estimates are a forecast, not a promise. They can be skewed by:
One-off or special dividends (can inflate future months)
Dividend changes (companies/ETFs can increase, decrease, pause, or change schedule)
Missing dividend history (less data = less reliable pattern)
Reading the Income Calendar
Income total
Shows the total income (paid + estimated) for the selected period.
Income chart
Monthly bars where:
Solid bars = confirmed, paid dividends/distributions
Striped bars = estimated income
Income list
Shows individual payments by month:
Estimated badge = projected payment
No badge = confirmed payment
Tips
Hover or tap a bar to see totals for that month.
Use filters to narrow down income by portfolio, holding, or date range.
Treat estimated dividends as guidance — not as precise predictions. Companies often change their dividends.