Ledger Overview

The Transactions page provides a unified ledger view across connected wallets and exchanges.

What the ledger is for

  • Review normalized transaction activity
  • Filter by source, category, asset, or date
  • Inspect supporting cost-basis context for relevant transactions

Common workflows

  • Confirm how a transaction was categorized
  • Narrow the ledger to a specific asset
  • Review a time period before generating a report

Reading the data

Ledger entries are designed to give you a single place to understand what happened across your connected data sources. If you need position-level context, move from Ledger to Holdings or Tax Lots.

Need a guided walkthrough?

Start with Cognia and bring these docs into your onboarding session as the operating checklist.

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