How to record a transaction

Transactions in Foliostone track the financial events that affect your assets: purchases, sales, income, and expenses.

To record a transaction, navigate to the asset detail page and click "Add Transaction." Select the transaction type:

Buy — Record an acquisition. Enter the date, quantity (for securities), unit price, and total amount including fees.

Sell — Record a disposal. Foliostone will calculate your realized gain or loss based on your cost basis.

Dividend / Interest — Record income received from an investment. This flows into your cash flow reports.

Expense — Track costs associated with an asset, such as maintenance, insurance, or management fees.

All transactions are timestamped and linked to the specific asset. They feed into your performance calculations, cash flow analysis, and tax reports.

Tip: Record transactions promptly to keep your portfolio valuation accurate and your reports up to date.