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📥 Broker Transactions

The Transactions tab of a broker lists all its transactions, newest first. It always shows the broker's whole history: the date range in the toolbar does not filter it.

Broker Transactions Tab

Above the list you find Uploaded Reports, View in Transactions and the column picker. Owners and Editors also get Import and Add Transaction.

➕ Add a transaction

  1. Click Add Transaction. The transaction workspace opens on a New transaction form, with this broker already selected.
  2. Pick the Type and fill in the required fields — see Transaction Form.
  3. Click Apply to place the row in the workspace, then Save All to write it.

Nothing is saved before Save All: until then you can add more rows, change them or cancel (see The bulk workspace).

🔎 Open, edit or delete transactions

  • Double-click a row to open it read-only.
  • To edit, clone or delete rows, click View in Transactions: the Transactions page opens, filtered on this broker and on the column filters you set here.

🧙 Import a statement

Import opens the workspace together with the Import Wizard (BRIM, the Broker Report Import Module). The wizard reads the files exported by your broker, lets you check every row, and hands the result to the workspace: nothing is written until Save All.

The same wizard opens from Import on the Transactions page.

🧩 Your broker is not supported yet — what you can do
  • Request a plugin: open a plugin request on GitHub and attach an anonymised sample of the broker's export.
  • Write a plugin: the BRIM Plugin Guide explains the plugin contract, and Contribute the workflow.
  • If imported rows keep looking wrong, the wizard's Corrections step links to GitHub so you can report a possible importer bug.

🗂️ Uploaded reports

Uploaded Reports opens the report files stored for this broker:

  • Upload CSV or Excel files: they are assigned to this broker and listed in the wizard's Select Files step. Files you upload together form one set — this is how banks that split an account across several exports, such as Danske Bank, are imported.
  • Preview or Delete a file. Deleting a report never deletes the transactions imported from it.
  • Check each file's Status and Report set badges — see Report sets.
  • Manage all files opens the Files & Uploads page, filtered on this broker.

Uploading and deleting reports needs Owner or Editor access to the broker.