# Viewing Transaction History

### Overview

The Transaction history provides a granular log of all financial movements within your account. This includes initial funding, capital deployment into investments, and income or royalty payments received.

### Steps

#### 1. Navigate to Transactions

Navigate to the **Portfolio** page. At the top of the main window, toggle the view from **Overview** to **Transaction**.

<figure><img src="/files/SKoYX1NH5nXHX4n3E0d1" alt=""><figcaption></figcaption></figure>

#### 2. Filter Your History

Your transaction list may become extensive over time. Use the filters at the top of the list to narrow down the data:

* **Status:** Filter by Completed, Pending, Received, or Failed.
* **Type:** Filter by specific activity types, such as "Investments" or "Royalties".
* **Time:** Select a specific timeframe (e.g., Last 30 Days, This Year).

#### 3. View Transaction Details

Click on any individual line item to open a detailed receipt view. This view confirms the transaction amount, date, and associated investment entity.

<figure><img src="/files/gYeRC2mt2zZz98h6YjM1" alt=""><figcaption></figcaption></figure>

### What Happens Next

This data can be used to reconcile your SMSF accounts or for auditing purposes.

{% hint style="warning" %}
If you see a transaction status marked as **Failed**, please check your linked bank account balance or contact support immediately.
{% endhint %}

### Need Help?

If you run into any issues, contact the CTRLSuper support team at <support@ctrlsuper.com.au>.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://ctrlsuper.gitbook.io/ctrlsuper-docs/viewing-transaction-history.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.