What the Transactions page is for#
Transactions is the complete log of activity across your accounts: every buy, sell, dividend, fee, split, interest payment, and transfer. Open it from Activity in the sidebar or press g then x.
Three jobs bring you here: checking history, hunting for one specific transaction, and exporting records for your accountant.
The columns#
| Column | Meaning |
|---|---|
| Date | When it happened |
| Account | Which account |
| Type | Buy, Sell, Dividend, and so on, color-coded |
| Symbol | The ticker involved |
| Qty | Shares |
| Price | Price per share |
| Amount | Total dollars, signed |
Amount is signed and colored: money in is positive and green, money out is negative and red. Newest transactions sort to the top by default, and any column header sorts on click.
The transaction types#
Each row is classified as one of eight kinds, each with its own color so a scan of the Type column reads at a glance:
Buy, Sell, Dividend, Split, Interest, Fee, Transfer, Other.
The colors carry meaning but never carry it alone. Signs and labels stay, so the page works in any theme and for any kind of color vision.
Stack filters to find anything#
Filters combine. Each added filter narrows the result:
- Account: only certain accounts.
- Kind: only certain types.
- Range: a date window. Presets like 1M, YTD, 1Y, or Custom with YYYY-MM-DD dates.
- Search: part of a ticker.
- Amount: minimum and maximum dollars. Typing "$100" works.
- Qty: minimum and maximum share count.
Every dividend received this year: Kind = Dividend, Range = YTD. Every sale over $1,000 in one account: Account, Kind = Sell, Amount min $1,000. The pattern scales to whatever you are hunting.
Grouped or flat#
Like Holdings, the log can group by account with subtotals or run as one flat list. Grouped suits "what happened in my Roth?" Flat suits "what happened last Tuesday?"
Export to CSV#
The Export button writes the currently visible rows to a CSV file with date, account, type, symbol, quantity, price, and amount. CSV opens in Excel, Google Sheets, or Numbers.
The export respects your filters. Filter to this year's dividends and export, and the file contains this year's dividends, nothing else. At tax time that means the reconciliation list your accountant wants is a filter plus one click.
Every export is recorded in the local activity log, like every other data operation in Pyx.
Where this data comes from#
Rows arrive three ways: synced from a linked brokerage through SnapTrade, imported from OFX or CSV statements, or entered manually. Each row's origin is tracked, and the data and sync guide explains the paths, their freshness, and their limits, including the roughly two years of history most brokerages provide on first sync.
Concepts behind this page#
This ledger is the raw material for every derived number in Pyx. Cost basis is reconstructed from these buys and sells, lot by lot. Time-weighted return segments its math at every external cash flow recorded here. When a summary number looks surprising, this page is where you verify the inputs. See cost basis and lots and time-weighted returns for how the ledger becomes those numbers.
Where to go next#
- Current positions instead of history: Holdings
- Transactions pinned onto your growth chart: Performance
- How rows get into Pyx: Data and sync