Using the Unified Business Activity View
The Transactions page can optionally show a unified view of all financial activity across your entire trading business—not just general transactions, but also entries from Challenges, Funded Accounts, and Private Accounts.
What Is the Unified View?
The unified view combines:
General income and expenses (from Transactions)
Challenge costs (from Challenges)
Payouts and refunds (from Funded Accounts)
Deposits and withdrawals (from Private Accounts)
Everything in one place for a complete picture of your cash flow.
Why Use the Unified View?
Complete Visibility
See every dollar that moved in or out of your trading business, regardless of which module created the entry.
Easier Reconciliation
When reviewing bank statements, you can see all activity in one list instead of switching between modules.
Better Reporting
Understand total cash flow without mentally combining numbers from different areas.
Period Analysis
Filter by date range to see everything that happened in a specific week, month, or quarter.
How to Enable the Unified View
Navigate to Transactions
Look for a view toggle or switch (e.g., "Show All Activity" or "Unified View")
Enable the option
The table will now show entries from all modules
What You'll See
With unified view enabled, the table includes:
Each entry shows which module it originated from.
Read-Only for Cross-Module Entries
Important: Entries from other modules are read-only in the unified view.
You can view a challenge cost, but you can't edit it here. To edit, go to the Challenges module.
Why? Each module owns its data. The unified view is for seeing everything together, not for making changes. This prevents accidental edits and keeps data consistent.
What Doesn't Change
The unified view is purely a display option. It doesn't change:
Where Data Is Created
Challenge costs still come from Challenges
Payouts still come from Funded Accounts
Each module remains the source of truth
Which Module Owns the Data
Editing still happens in the original module
Deleting still happens in the original module
How Accounting Rules Are Applied
The ledger entries are the same
Calculations remain consistent
Filtering in Unified View
With more data visible, filtering becomes more important:
By Type
Filter to show only:
Income
Expenses
Challenge costs
Payouts
Refunds
Deposits/Withdrawals
By Source Module
Show only entries from:
Transactions
Challenges
Funded Accounts
Private Accounts
By Date Range
Narrow down to specific periods.
By Currency
Focus on one currency at a time.
When to Use Unified View
Monthly Reconciliation
Compare the unified list to your bank statements to ensure everything is recorded.
Cash Flow Analysis
See exactly how money moved during a period.
Preparing Reports
Review all activity before generating tax reports.
Identifying Gaps
Spot missing entries by seeing what should be there.
When to Use Default View
Day-to-Day Entry
When adding regular income and expenses, the default view is cleaner.
Focused Work
If you only need to see general transactions, the unified view adds clutter.
Most Routine Tasks
For typical usage, the default view is sufficient.
Switching Between Views
Toggle between views as needed:
Default: Shows only Transactions module entries
Unified: Shows entries from all modules
Your preference may not persist between sessions (check your settings).
Understanding the Source Column
In unified view, each row shows a "Source" indicator:
Transactions — General income or expense you entered
Challenges — Challenge cost from Challenges module
Funded Accounts — Payout or refund from Funded Accounts
Private Accounts — Deposit or withdrawal from Private Accounts
This helps you know where the entry originated and where to go if you need to edit it.
Clicking Through to Source
When viewing a cross-module entry:
Click on the row to see details
Look for a "View in [Module]" or "Go to Source" link
Click to navigate to the original module
Make any edits there
This workflow keeps data integrity while allowing easy navigation.
Common Questions
Can I edit a payout from the unified view? No. Click to view details, but editing must be done in Funded Accounts.
Why can't I delete a challenge cost here? Challenge costs belong to the Challenges module. Delete it there.
Does the unified view affect my Dashboard? No. Dashboard calculations are the same regardless of how you view Transactions.
Is there a performance impact? With many entries, the unified view may load more data. Use filters to narrow down if needed.
Can I export the unified view? Check if export is available. If so, it will include all visible entries from all modules.