Skip to content

Transactions 💱

Transactions are the heart of Valt. Every financial movement is recorded as a transaction, allowing you to have complete control over your finances.

Transaction Types

Valt offers six transaction types to cover all possible scenarios:

Type Description Example
Fiat Entry or exit in fiat account Salary, purchases, bills
Bitcoin Entry or exit in Bitcoin account Mining, donations
Fiat to Fiat Transfer between fiat accounts Wire transfer, between banks
Bitcoin to Bitcoin Transfer between wallets From exchange to Ledger
Fiat to Bitcoin Bitcoin purchase Purchase on Coinbase
Bitcoin to Fiat Bitcoin sale Sale on Kraken

Fiat Transaction 💵

When to Use

Use for any entry or exit of money in traditional currency:

Income (entries): - Salary - Freelance payment - Refunds - Dividends - Sales

Expenses (exits): - Grocery shopping - Electric, water, internet bills - Subscriptions (Netflix, Spotify) - Restaurants - Transportation

How to Record

  1. Click New Transaction
  2. Select Fiat Transaction
  3. Fill in:
Field Description
Date When it occurred
Type Income or Expense
Account Which account was affected
Amount How much it was
Category Classification of the expense/income
Description (Optional) Details
  1. Click Save

Built-in Calculator

In the amount field, you can type mathematical expressions like 150+35.50 and Valt will calculate automatically.

Bitcoin Transaction ₿

How to Record

  1. Click New Transaction
  2. Select Bitcoin Transaction
  3. Fill in:
Field Description
Date When it occurred
Type Income or Expense
Bitcoin Account Which wallet
Amount Quantity in sats or BTC
Category Classification
Description (Optional) Details
  1. Click Save

Fiat to Fiat

How to Record

  1. Click New Transaction
  2. Select Fiat to Fiat
  3. Fill in:
Field Description
Date When it occurred
Source Account Where the money came from
Source Amount How much came out
Destination Account Where it went
Destination Amount How much arrived
Description (Optional) Details
  1. Click Save

Different Amounts

Amounts can differ between source and destination (e.g., currency exchange or transfer fees).

Bitcoin to Bitcoin

How to Record

  1. Click New Transaction
  2. Select Bitcoin to Bitcoin
  3. Fill in:
Field Description
Date When it occurred
Source Account Outgoing wallet
Source Amount Quantity sent
Destination Account Destination wallet
Destination Amount Quantity received
Description (Optional) Details
  1. Click Save

Fiat to Bitcoin (Purchase) 🛒

How to Record

  1. Click New Transaction
  2. Select Fiat to Bitcoin
  3. Fill in:
Field Description
Date When you bought
Fiat Account Where the money came from
Fiat Amount How much you paid
Bitcoin Account Where the bitcoins went
Bitcoin Amount How many sats/BTC you received
Description (Optional) Exchange, fee, etc.
  1. Click Save

Bitcoin to Fiat (Sale)

How to Record

  1. Click New Transaction
  2. Select Bitcoin to Fiat
  3. Fill in:
Field Description
Date When you sold
Bitcoin Account Where the bitcoins came from
Bitcoin Amount How many sats/BTC you sold
Fiat Account Where the money went
Fiat Amount How much you received
Description (Optional) Details
  1. Click Save

Automatic Satoshi Value Calculation ⚡

What It Is

The Sats field is a feature that automatically calculates how much a fiat transaction represented in satoshis on the date it occurred.

How It Works

  1. You record a fiat transaction (e.g., $20 expense)
  2. Valt fetches the Bitcoin price on the transaction date
  3. Calculates how many satoshis $20 could buy that day
  4. Stores that value with the transaction

When is the value calculated?

Valt needs to get the closing Bitcoin price on the entry date to perform this calculation. Therefore, when you enter today's transactions, this value always appears empty. Don't worry, the next day the system will calculate it automatically.

Benefit

This allows you to see the opportunity cost of each expense:

  • A $5 lunch in 2020 could be 100,000 sats
  • Today, those 100,000 sats are worth $100
  • You "spent" much more than $5 in Bitcoin terms

Editing Transactions

  1. In the transaction list, click on the desired transaction
  2. Click the edit icon
  3. Modify the necessary fields
  4. Click Save

Deleting Transactions

  1. Click on the transaction
  2. Click the delete icon (trash)
  3. Confirm the deletion

Attention

Deletion cannot be undone.

Filter by Date

Use the period selector to see transactions from: - This month - Previous month - This year - All time

Filter by Account

Click on an account to see only its transactions.

If you want to see all accounts at once, click View all accounts

Use the search bar to find transactions by: - Description - Category - Amount

Best Practices ✨

Consistency

  • Record transactions regularly (daily or weekly)
  • Keep standardized descriptions
  • Use categories consistently

Detail

  • For large expenses, add detailed descriptions
  • Include useful information like installments, etc.

Verification

  • Periodically compare Valt's balance with the real balance of your accounts
  • Adjust if necessary

Next Steps