💸 Transaction Types
LibreFolio records every financial event as a transaction. Understanding these types is crucial for accurate portfolio tracking and tax reporting.
📋 Supported Transactions
| 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. | ⬆️ | — | 📖 |
 |
Transfer / FX | TRANSFER_IN/OUT / FX_CONVERSION |
Moving assets between portfolios or converting currencies. | varies | varies | 📖 |
🔗 Related
- 📊 Asset Types — The instruments these transactions act upon
- 📅 Asset Events — Global events vs personal transactions
- 💰 Taxation — Tax implications of transactions