How to Use the Transactions Page in Navexa

This article shows you how to use the Transactions page to find transactions faster, review changes, export results, and clean up duplicate or missing entries.

The Transactions page gives you one central list of activity for the selected portfolio.

The Search transactions bar lets you quickly narrow the list using searchable filter chips.

You can search by fields such as:

Each chip updates the results immediately. Use the x on a chip to remove it.

The Filter panel lets you create more precise rules than a simple search chip.

Use Filter when you want to build structured conditions such as:

This is useful when you want combinations like one broker, one transaction type, or one industry over a specific period.

The Date Range menu (shows All time) menu controls the date range for the page.

Use it to view periods such as:

If a transaction looks missing, switch the page back to All time first.

The results table gives you a portfolio-wide view of recorded transactions.

Each row can include:

You can sort columns such as Date, Fee, and Value to review patterns or spot issues faster.

The row checkboxes let you select one or more transactions for bulk review.

Use row selection when you want to work through a group of entries more efficiently.

If bulk actions are available, they will appear after you make a selection.

You can Clear your selection, Bulk Export as a CSV file, Mark as Confirmed, or Delete these selections.

Delete actions should be used carefully, because removing transactions will affect your portfolio history.

Click any transaction row to open the details panel.

The Transaction tab shows more detail than the main table.

The History tab shows the change log for that transaction, including:

This is useful when you need to audit edits or confirm why a transaction now looks different.

The ⠇menu at the end of each row opens extra actions for that transaction.

These actions can include View the Holding, Edit and Delete.

The Edit option will allow you to change the transaction you select it on. So you can edit a dividend, a trade, or a cash transaction without leaving this page.

Use these carefully, because editing or deleting a transaction can change your portfolio history and reporting.

The Export menu lets you download the transactions currently in view as a CSV file.

Apply your search chips, filters, and date range first if you only want part of the list.

This is useful for:

The Find Duplicates tool helps you clean up transactions that may have been imported more than once.

Use Find Duplicates after large imports, re-imports, or any time holdings or cash movements look too high.

Review each suggested duplicate group carefully before deleting anything. Deleting a transaction is a data-cleanup step and will affect portfolio history.

The Add button lets you record a transaction from the Transactions page without leaving the page.

When you open Add, you can choose the transaction area you want to work with, including:

This is useful when a trade, cash movement, or custom asset entry is missing and you want to add it manually.

The page size control helps you review large portfolios more efficiently.

You can increase the number of visible rows per page when you want to scan more history at once, then use the pagination controls to move through the full list.

A missing transaction is often caused by a search chip, filter, or date range that is too narrow.

Clear the search chips, set the date range to All time, and try again.

Duplicate transactions usually appear after overlapping imports or re-imports.

Open Find Duplicates and review the suggested matches before deleting anything.

The Transactions page is better for portfolio-wide review, auditing imports, duplicate cleanup, and filtering by attributes like source, currency, transaction type, or status.