Cryptocurrency isn’t always bought or sold. Sometimes you move it between wallets, send it to an exchange, or transfer it to someone else. In Navexa, you can record these transfers to keep your portfolio accurate and your trade history complete.
Types of Transfers
There are a few different transfer scenarios:
Transferring to another person (leaves your ownership)
Example: Sending BTC to a friend, merchant, or payment address.
This reduces your crypto holding in Navexa permanently.
May have tax implications (check with a professional).
Transferring to another exchange (still your ownership)
Example: Moving ETH from Binance to Coinbase.
You still own the crypto — it’s just in a different wallet or exchange.
Transferring to your own wallet (still your ownership)
Example: Sending BTC from an exchange to your cold wallet.
You remain the owner, but the coins are in a different place.
⚠️ Note: The tax treatment of these scenarios can vary. Navexa does not provide tax advice — please seek professional guidance if you’re unsure.
Quick chooser: which option do I use?
Sending to another person → Use Transfer Out (generally a disposal).
Moving between wallets/exchanges you own → Use Transfer Out + Transfer In (workaround below).
Receiving coins you already owned from your other wallet → Use Transfer Out + Transfer In (workaround below).
1. Find Your Crypto Holding
At the top of your account, click Portfolio (1).
Scroll down to Holdings (2).
Select your cryptocurrency holding (e.g., Bitcoin) (3).
Go to the Trades tab to view all trades for this asset.
2. Add a Transfer
Click Add Trade (either at the top right or in the Trades panel).
In the Add Trade ticket, choose one of the following:
Transfer In: Crypto moved into your wallet/portfolio.
Transfer Out: Crypto moved out of your wallet/portfolio.
3. Complete Transfer Details
Trade Date: Select the transfer date (1).
Quantity: Enter the amount transferred (e.g., 0.01 BTC)(2).
Price: Enter the crypto’s price at the time of transfer (3).
Fee (Optional): Enter any fees and select the currency charged (e.g., BTC or AUD)(4-6).
Exchange (Optional): Record the exchange name (e.g., Binance) (7).
CGT Event: Tick this if the transfer counts as a taxable disposal (8).
Note: Transfers between your own wallets are typically not CGT events.
4. Save the Transfer
Click Add Trade. You’ll then see confirmation with options to:
Add another trade, or
Return to your holding overview.
Transfers Between Your Own Wallets
Navexa doesn’t yet link to external or cold wallets. If you move crypto between wallets or exchanges you own, record both sides manually in this portfolio so quantity and fees are correct and no CGT event is created.
What To Do
Transfer Out (captures the fee)
• Quantity: amount moved (for example, 0.01 BTC)
• Fee: include the network/withdrawal fee (for example, 0.0001 BTC)
• CGT Event: leave untickedTransfer In (restores the quantity)
• Quantity: the amount that arrived (for example, 0.01 BTC)
• Fee: leave blank
• CGT Event: leave unticked
Why this works: Navexa currently treats Transfer Out as leaving your ownership and Transfer In as acquiring. Leaving CGT unticked keeps ownership intact while the fee is recorded.
Worked Example
You move 0.01 BTC and pay a 0.0001 BTC fee.
Record Transfer Out: 0.01 BTC, fee 0.0001 BTC, CGT unticked.
Record Transfer In: 0.01 BTC, no fee, CGT unticked.
Result: Quantity is unchanged overall; the fee is tracked.
⚠️ Don’t Confuse Transfer Types
Transfer In/Out: Records crypto moved between wallets, exchanges, or to another person.
Transfer Holding (via the Actions button): Moves the record of a holding to another portfolio inside Navexa.
Works for any asset type, not just crypto.
Doesn’t represent an on-chain transfer — it’s purely a platform tool.
🧾 About Transfer Fees
When recording a cryptocurrency transfer, you can also include the network fee you paid.
If this fee is paid in the same crypto (for example, BTC for a BTC transfer), Navexa treats it as a small disposal event.
That means a fraction of your crypto is considered sold to cover the fee — this can slightly reduce your capital gain or performance percentage.
This is expected behaviour and accurately reflects what happens on-chain when you pay transaction fees in crypto.
By recording crypto transfers, you ensure your portfolio reflects all wallet and exchange activity — not just buys and sells.