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.
⚠️ Transferring Crypto to Your Own Wallet (Workaround Required)
At present, Navexa treats Transfer Out as if coins have left your ownership, and Transfer In as if you’re acquiring new coins — even when you’re simply moving crypto between wallets/exchanges you own.
Until a feature update properly handles this, use this two-step workaround for any move between wallets you own (in either direction):
A) If you sent coins out from this portfolio to your own wallet/exchange
Transfer Out (with the fee)
Quantity: amount sent (e.g., 0.01 BTC)
Fee: include the network/withdrawal fee (e.g., 0.0001 BTC)
CGT Event: leave unticked (you still own the coins)
Transfer In (same quantity, no fee)
Quantity: 0.01 BTC
Fee: leave blank
CGT Event: leave unticked
Result: The fee is recorded; your holding quantity returns to what it should be; ownership remains intact.
B) If coins arrived in from your own wallet/exchange to this portfolio
Transfer Out (with the fee)
Record the outbound side of the move to capture the fee charged by the sending wallet/exchange.
Quantity: amount moved (e.g., 0.01 BTC)
Fee: include the fee (e.g., 0.0001 BTC)
CGT Event: leave unticked
Transfer In (same quantity, no fee)
Quantity: 0.01 BTC
Fee: leave blank
CGT Event: leave unticked
Result: The fee is captured in your trade history; your portfolio reflects that you still own the coins.
Worked example (either direction):
You move 0.01 BTC and pay a 0.0001 BTC fee.
Record Transfer Out: 0.01 BTC + 0.0001 BTC fee, CGT unticked.
Then record Transfer In: 0.01 BTC (no fee), CGT unticked.
⚠️ 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.
✅ By recording crypto transfers, you ensure your portfolio reflects all wallet and exchange activity — not just buys and sells.