💸 Transaction Types
LibreFolio records every financial event as a transaction. Understanding these types is crucial for accurate portfolio tracking and tax reporting.
📋 Single Transactions
These operate independently on a single broker account.
| Type | Code | Description | Cash | Asset | ||
|---|---|---|---|---|---|---|
 |
Buy / Sell | BUY / SELL |
Purchase or sale of an asset. | ⬇️⬆️ | ⬆️⬇️ | 📖 |
 |
Deposit / Withdrawal | DEPOSIT / WITHDRAWAL |
Adding or removing cash from a broker account. | ⬆️⬇️ | — | 📖 |
 |
Dividend | DIVIDEND |
Cash payment from a stock or ETF holding. | ⬆️ | — | 📖 |
 |
Fee / Tax | FEE / TAX |
Costs associated with trades, account maintenance, or taxes. | ⬇️ | — | 📖 |
 |
Interest | INTEREST |
Interest received from cash, bonds, or P2P loans. | ⬆️ | — | 📖 |
 |
Adjustment | ADJUSTMENT |
Manual correction to balances. | ± | ± | 📖 |
🔀 Composite Transactions
These represent movements between accounts or currencies. They produce two linked entries that balance each other.
| Type | Code | Description | Cash | Asset | ||
|---|---|---|---|---|---|---|
 |
Asset Transfer | TRANSFER |
Moving securities between brokers. | — | ⬆️⬇️ | 📖 |
 |
Cash Transfer | CASH_TRANSFER |
Wire transfer between brokers. | ⬆️⬇️ | — | 📖 |
 |
FX Conversion | FX_CONVERSION |
Currency exchange within a broker. | ⬆️⬇️ | — | 📖 |
🔗 Related
- 📊 Asset Types — The instruments these transactions act upon
- 📅 Asset Events — Global events vs personal transactions
- 💰 Taxation — Tax implications of transactions