Transaction Types
LibreFolio records every financial event as a transaction. Understanding these types is crucial for accurate portfolio tracking and tax reporting.
Supported Transactions
| Icon | Type | Code | Description |
|---|---|---|---|
 |
Buy | BUY |
Purchase of an asset. Increases holdings, decreases cash. |
 |
Sell | SELL |
Sale of an asset. Decreases holdings, increases cash. Realizes P&L. |
 |
Dividend | DIVIDEND |
Cash payment from a stock or ETF holding. |
 |
Interest | INTEREST |
Interest received from cash, bonds, or P2P loans. |
 |
Deposit | DEPOSIT |
Adding cash to a portfolio/broker account. |
 |
Withdrawal | WITHDRAWAL |
Removing cash from a portfolio/broker account. |
 |
Fee | FEE |
Cost associated with a trade or account maintenance. |
 |
Tax | TAX |
Taxes paid on dividends, interest, or capital gains. |
 |
FX Conversion | FX_CONVERSION |
Exchanging one currency for another. |
 |
Transfer In | TRANSFER_IN |
Moving assets *into* this portfolio from another (without a sale). |
|
Transfer Out | TRANSFER_OUT |
Moving assets *out of* this portfolio to another (without a sale). |
 |
Adjustment | ADJUSTMENT |
Manual correction of balance or holdings. |