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💸 Transactions

Transactions represent every financial activity within your portfolio. Every purchase, sale, dividend, fee, asset transfer, and cash movement is recorded here to keep your portfolio statistics, performance, and tax records up to date.

Each broker account in LibreFolio has its own dedicated transaction log, showing all movements in reverse chronological order.

Transaction List

🚀 Getting Started

Managing your transactions is straightforward:

  • 📝 Manual Entry & Editing: Open the interactive Transaction Form to manually add, edit, or adjust individual operations.
  • 📥 Super-Easy Broker Import: You don't need to type everything by hand! LibreFolio allows you to upload CSV or PDF exports from your broker and automatically map and import them in seconds. Learn more in the Import from Broker guide.

🛠️ Page Features

Here is a summary of the operations and tools available directly within the transaction page:

Feature Description Reference
Add & Edit Click + New Transaction to open the form, or click any existing row to edit its details. Transaction Form
Broker Import Drag-and-drop your broker statement file to import your history automatically. Import from Broker
Sorting & Filtering Click any column header to sort the list. Use the search bar to filter by asset name, type, or notes.
Deleting & Bulk Actions Right-click any row to open the Context Menu for quick actions, click the trash icon to delete, or check multiple rows to perform bulk deletions.
Split & Promote Split a composite transaction (like a transfer or FX conversion) into individual cash/asset legs, or Promote two separate operations to link them together.
Weighted Average Cost (WAC) LibreFolio calculates your cost basis in real-time. Impacted rows are marked with a ⚡ indicator, showing inline previews.