Transactions

Transactions

Transactions: what they are
A Transaction is any movement of money (in or out) in relation to a specific Investment.  For example, the renovation cost of your house which you decided ...
Wed, 17 Mar, 2021 at 8:36 PM
Deposit (or Buy)
A Deposit Transaction occurs when you make a new Investment, or when you put more money into an existing Investment. If you buy a house for 200,000 USD, on...
Sun, 5 Dec, 2021 at 8:52 AM
Withdrawal (or Sell)
A Withdrawal is the opposite of a Deposit. When you input a Withdrawal Transaction, the value of the corresponding Investment decreases. So a Withdrawal oc...
Sun, 5 Dec, 2021 at 8:54 AM
Income
Income is the Transaction that takes place when you receive money in relation to an Investment, but without any corresponding change in value. For example, ...
Mon, 24 Jan, 2022 at 8:47 AM
Expense
Expense is a Transaction that you record when an Investment costs you money, but without this cost having a negative impact on the value of the Investment. ...
Mon, 24 Jan, 2022 at 8:48 AM
Recurrent transactions
A Recurrent Transaction is a Transaction that occurs with a predetermined frequency.  On the Transaction tab of any Investment you can access them Recurr...
Mon, 24 Jan, 2022 at 8:52 AM
Balancing Transactions
When an Institution is connected, Exirio may not always receive the full transaction history in relation to the various Positions included in a Securities P...
Wed, 15 Mar, 2023 at 2:42 PM