Operations Guide: How to Send Funds on Conexta

Operations Guide: How to Send Funds on Conexta

Step 4

At ConeXta, you don't just move money; you understand your financial behavior. This section allows you to analyze your income and expenses in a visual and detailed way

1. Portfolio Analysis (Charts)

From your statistics screen, you can get a global overview of your activity:

  • View Filters: Switch between Overview, Incomes, and Outcomes to filter the chart data

  • Visual Interpretation: The chart shows you the trend of your funds. The high points indicate moments of greater activity.

  • List Summary: Right below the chart, you will see your recent transactions categorized by name and amount.

2. Transaction History

From your statistics screen, you can get a global overview of your activity:

  • Time Segmentation: Your transactions are organized chronologically (Today, Yesterday, etc.) so you can quickly locate any operation.

  • Visual Identification: Amounts in Green

  • (+): Money that has been deposited into your account (Incomes).

  • Amounts in White (-): Money that you have sent or spent (Outcomes).

3. Transaction Detail (The Digital Receipt)

By tapping any transaction from the list, you will access a detailed receipt that includes:

  • Operation Status: You will see a clear message such as 'Completed' with a green checkmark for your peace of mind.

  • Data Breakdown: Sender/receiver name, exact date, time, and the unique reference ID.

  • Fee Transparency: Here you will see the impact of your loyalty reflected. You will see your Current Tier (e.g., Standard) and the exact amount of the applied Fee (e.g., 0.5%).

  • Final Actions: * Download Receipt: To save a legal backup on your device.

    • Report a Problem: Direct access to technical support if something doesn't match