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💸 Transactions

Transactions are every movement in your portfolio: purchases, sales, dividends, fees, transfers, and cash in or out. LibreFolio computes your positions, performance and costs from them, so a complete ledger keeps every figure right.

Transaction List

The Transactions page lists the transactions of all the brokers you can access, newest first. Each broker also shows its own in its Transactions tab.

🔎 Find and open a transaction

  • Sort — click a column header.
  • Filter — open the filter of a column (date, type, asset, broker, tags, description…). Your filters are kept in the page address, so a bookmark reopens the same view.
  • Open — double-click a row to see it read-only; the pencil switches to editing.

Without filters or sorting, the two rows of a linked pair (a transfer or a currency exchange) stay next to each other, and the link icon jumps to the partner row.

➕ Add or import transactions

  • Add Transaction opens the bulk workspace on a New transaction form: fill it in (Transaction Form), click Apply, then Save All.
  • Import opens the workspace with the Import Wizard, which reads the files exported by your broker — see Import from Broker.

✏️ Edit, clone or delete transactions

  • One row — right-click it, or use its row actions: View, Edit, Clone, Split pair or Delete. You only see the actions your role on that broker allows.
  • Several rows — tick them, then choose Edit, Clone or Delete in the selection bar. Edit and Delete leave out the rows of brokers where you are only a Viewer.

Each of these opens the bulk workspace, and nothing changes before Save All. Editing or deleting one side of a linked pair brings its partner along.

Clone keeps the original date: it is how you re-record a historical row, for example under another type.

Bulk workspace with a cloned transaction row

Some operations are two linked transactions — see Paired transactions.

  • Link — tick two single rows that belong together and click 🔗 Promote pair. Two Adjustments become an Asset Transfer; a Withdrawal and a Deposit become a Currency Exchange (same broker, two currencies) or a Cash Transfer (two brokers, same currency and amount). If the rows disagree on date, description, tags or cost basis, you choose what to keep.
  • Unlink — Split pair on a linked row turns it back into two single rows.

Both ask for confirmation, then save at once, without the workspace.

🧰 The bulk workspace

The workspace is a grid of draft rows — marked new, edit or del — where you prepare changes before writing them:

  • Add Row, Import and Reset All sit above the grid. Ticking rows adds Reset selected, Delete selected and, for a matching pair, 🔗 Promote pair.
  • Rows are checked as you work: problems appear at the top under Validation errors were found, and a click takes you to the row. With many rows, automatic checking pauses — press ⚡ Validate now before saving.
  • When two rows look like the two halves of one transfer or exchange, a green banner offers to Merge them — two new rows, two saved ones, or one of each. When it proposes more than one pair, Merge all (N) merges them in one go. Where the two rows of a pair have a different description or different tags, one choice applies to every pair: All left keeps the description and tags of the first row, as the banner lists it; All right, those of the second row; Combine, the default, keeps both descriptions and the tags of both rows.
  • When the other half is already saved but not in the workspace — a transfer whose first side you imported last month, say — the 💡 button, above the grid and in the row's menu, offers to add it: once it is in, the banner offers the pair.
  • Save All writes everything at once. If there are merge suggestions you have not looked at — the 💡 never opened, the green banner never clicked — it asks first (Suggestions you have not looked at): Show the suggestions opens the 💡 list, or brings the banner into view; Save anyway goes on. Once you have looked, it does not ask again until you close the workspace. Cancel closes the workspace, asking first if you have unsaved changes.
🚦 Banners after an import — when they appear

After an import, banners above the grid list what to check before Save All:

  • red — rows the importer did not fully understand: Save All stays disabled until you complete them;
  • amber — auto-derived fields to verify: Save All first asks you to Review them or Save anyway.

Click a banner to unfold its list, then an entry: the grid turns to that row's page and highlights it. Balance problems list the rows that cause them (Workspace rows: …), and a click opens the first one in the current sort order. If your column filters hide the row, a message tells you so.

Bulk workspace with the banner of fields to verify unfolded and the clicked entry's row highlighted in the grid

After a save, a Promote pair or a Split pair, the Transactions page clears its selection, since those rows may have changed; closing or cancelling keeps it.

🧭 Contextual guides

The Transactions page, the Add Transaction form, the bulk workspace and the Import Wizard each have a short guide. A guide starts only when its screen is ready and never edits a draft or presses a button for you; in the workspace it shows one notice at a time, closed with Got it.

Replay any guide from Settings → Preferences → Onboarding and guides.