Transactions

The Transactions tab is your ledger for money in and money out that isn't a trade — entry fees, payouts, subscriptions, data fees, and any other income or expense tied to your trading. Keeping it up to date makes your prop-firm stats and ROI accurate.

⚠️ Note: Transactions live in the Prop Firm / Accounts area, which is currently in BETA.

Log a transaction

1. Open the Transactions tab.
2. Click to add a new transaction.
3. Fill in the details:
   • Date — when it happened.
   • Description — what it was (for example, "Apex evaluation fee").
   • Account — which trading account it belongs to.
   • Challenge — the specific challenge, if relevant.
   • Firm — the prop firm involved, if relevant.
   • Type — Income or Expense.
   • Category — group similar transactions (fees, payouts, software, etc.).
   • Amount — the value.
4. Save.

Filter, search, and clean up

• Filter by All, Income, or Expenses to focus on one side of the ledger.
• Search to jump to a specific transaction by its description.
• Bulk delete — select multiple transactions and remove them at once when you're cleaning up.

⚠️ Note: Bulk delete can't be undone, so double-check your selection before confirming.

Summary cards

At the top of the tab, summary cards give you the big picture:

• Total Income — everything that's come in.
• Total Expenses — everything that's gone out.
• Net — income minus expenses (your bottom line).
• Monthly Avg — your average per month, so you can see the typical run-rate.

💡 Tip: Categorize as you go. Consistent categories make the summary cards far more useful when you want to know, say, how much you've spent on evaluation fees this year.

Related articles

• Log payouts
• The prop-firm dashboard
• Track a prop-firm account