History Guide: Tracking Your Transactions

History Guide: Tracking Your Transactions

Step 5

The history is your financial logbook. Here you can audit every dollar and every crypto asset that enters or leaves your account with full transparency.

1. Accessing the History
  • You can access it from the shortcut on your Dashboard or from the main navigation menu.

  • The screen offers you a clean and chronological view of all your activity.

2. Organization by Time
  • To make searching easier, your transactions are grouped by periods: Today, Yesterday, and previous dates.

  • Each transaction displays the sender's or recipient's name, the exact time, and the amount.

3. Visual Identification of Operations

So you can understand your cash flow in seconds, we have designed a simple visual code:

  • Green icons with a downward arrow: Indicate money you received. The amount appears with a '+' sign (e.g., + $2,000.00)

  • White icons with an upward arrow: Indicate money you sent. The amount appears with a '-' sign (e.g., - $1,000.00).

4. Transaction Details (Individual Receipt)

By selecting any transaction from the list, you will enter the in-depth detail:

  • Status: Visual confirmation that the operation was successfully completed (green checkmark).

  • Reference: The unique transaction ID, essential for any technical inquiry.

  • Applied Fee: Here you will see the benefit of your membership applied in real time (e.g., 'Standard Tier - 0.5%')

5. Document Management
  • At the bottom of each transaction detail, you will find the 'Download Receipt' button.

  • This will generate an official PDF file that you can save on your phone or send by email for your accounting reports.