# Complex Transactions

## Type Group

See in comparison table: [standard-config.xlsx Tab: groups](https://finmars.sharepoint.com/:x:/r/sites/Finmars/Shared%20Documents/Configurations/STANDARD%20Investor%20Config/standard-config.xlsx?d=w8596509ef6a045d5b7a42a82c5c24396&csf=1&web=1&e=7UEe9g&nav=MTJfQTFfe0I4MzU0QkQ5LUQyREEtNEI5Qy1BNUY5LTE3OUIzNUQzRjgxMX0)

## Inputs

See in comparison table: [standard-config.xlsx Tab: inputs](https://finmars.sharepoint.com/:x:/r/sites/Finmars/Shared%20Documents/Configurations/STANDARD%20Investor%20Config/standard-config.xlsx?d=w8596509ef6a045d5b7a42a82c5c24396&csf=1&web=1&e=tffWsu&nav=MTJfQTFfe0Q3NDBBRTVCLUU1OTgtNEE1NS1BRjE5LTkwOTcwODQwOTk0OH0)

## Type

Comparison Table: [standard-config.xlsx Tab: transaction types](https://finmars.sharepoint.com/:x:/r/sites/Finmars/Shared%20Documents/Configurations/STANDARD%20Investor%20Config/standard-config.xlsx?d=w8596509ef6a045d5b7a42a82c5c24396&csf=1&web=1&e=xsQP1L&nav=MTJfQTFfezJEMDlGQzAxLUU2QTAtNDMyNS1CNjEwLUE5ODc0RjI0MzIxOX0)

1. **Buy** (com.finmars.standard-transaction-type:buy\_with\_fx\_trade) 
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/3rRimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/3rRimage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/YKEimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/YKEimage.png)
    3. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/sFTimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/sFTimage.png)
2. **Coupon** (com.finmars.standard-transaction-type:coupon\_with\_fx\_trade) 
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/z75image.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/z75image.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/uFCimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/uFCimage.png)
    3. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/x0wimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/x0wimage.png)
    4. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/Pg0image.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/Pg0image.png)
3. **Deposit** (com.finmars.standard-transaction-type:deposit) 
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/KvBimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/KvBimage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/pouimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/pouimage.png)
4. **Dividend** (com.finmars.standard-transaction-type:dividend\_with\_fx\_trade) 
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/ZIFimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/ZIFimage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/ysSimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/ysSimage.png)
    3. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/VU0image.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/VU0image.png)
    4. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/QXwimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/QXwimage.png)
5. **Error** (com.finmars.standard-transaction-type:error)
6. **Expense (Instrument)** (com.finmars.standard-transaction-type:expense\_instrument\_with\_fx) 
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/wCoimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/wCoimage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/6FKimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/6FKimage.png)
    3. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/K6cimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/K6cimage.png)
    4. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/qz1image.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/qz1image.png)
7. **Expense (Non-instrument)** (com.finmars.standard-transaction-type:expense\_non\_instrument\_with\_fx\_trade) 
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/Zpkimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/Zpkimage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/vpQimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/vpQimage.png)
    3. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/xpoimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/xpoimage.png)
    4. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/sowimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/sowimage.png)
8. **FX Forward (Expiration)** (com.finmars.standard-transaction-type:fx\_forward\_expiration)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/woDimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/woDimage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/Ia0image.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/Ia0image.png)
9. **FX Forward (Open)** (com.finmars.standard-transaction-type:fx\_forward\_open)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/i2ximage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/i2ximage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/tmmimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/tmmimage.png)
10. **FX Trade** (com.finmars.standard-transaction-type:fx\_trade)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/Gx3image.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/Gx3image.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/Cp2image.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/Cp2image.png)
11. **Ignore** (com.finmars.standard-transaction-type:ignore)
12. **Income (Non-instrument)** (com.finmars.standard-transaction-type:income\_non\_instrument\_with\_fx\_trade)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/lcIimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/lcIimage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/tkdimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/tkdimage.png)
    3. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/bYMimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/bYMimage.png)
    4. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/8MCimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/8MCimage.png)
13. **Other Income (Instrument)** (com.finmars.standard-transaction-type:other\_income\_instrument\_with\_fx\_trade)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/Qm7image.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/Qm7image.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/dhoimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/dhoimage.png)
    3. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/ayWimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/ayWimage.png)
    4. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/iMRimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/iMRimage.png)
14. **Position Daily Cash** (com.finmars.standard-transaction-type:position\_daily\_cash)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/X2himage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/X2himage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/GJrimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/GJrimage.png)
15. **Position Daily FX Forward** (com.finmars.standard-transaction-type:position\_daily\_fx\_forward\_open)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/yAIimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/yAIimage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/3f2image.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/3f2image.png)
16. **Position Initial Cash** (com.finmars.standard-transaction-type:position\_initial\_cash)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/Gl2image.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/Gl2image.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/T4Nimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/T4Nimage.png)
17. **Position Initial FX Forward** (com.finmars.standard-transaction-type:position\_initial\_fx\_forward\_open)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/HZ9image.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/HZ9image.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/9OEimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/9OEimage.png)
18. **Position Initial Instrument** (com.finmars.standard-transaction-type:position\_initial\_instrument)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/PAPimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/PAPimage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/rIgimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/rIgimage.png)
19. **Position Daily Instrument** (com.finmars.standard-transaction-type:position\_instrument\_daily)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/Fbpimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/Fbpimage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/AwZimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/AwZimage.png)
20. **Sell** (com.finmars.standard-transaction-type:sell\_with\_fx\_trade)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/0z3image.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/0z3image.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/3Fhimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/3Fhimage.png)
    3. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/HBUimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/HBUimage.png)
    4. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/5zUimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/5zUimage.png)
21. **Transfer Cash** (com.finmars.standard-transaction-type:transfer\_cash)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/6ugimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/6ugimage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/kLiimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/kLiimage.png)
22. **Transfer Instrument** (com.finmars.standard-transaction-type:transfer\_instrument)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/5hVimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/5hVimage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/1L5image.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/1L5image.png)
23. **Undefined** (com.finmars.standard-transaction-type:undefined)
24. **Withdraw** (com.finmars.standard-transaction-type:withdraw)  
    
    1. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/6efimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/6efimage.png)
    2. [![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/YUeimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/YUeimage.png)

## User Attributes

Not applicable

## Entities

Not applicable

## Aliases

See in comparison table: [standard-config.xlsx Tab: aliases](https://finmars.sharepoint.com/:x:/r/sites/Finmars/Shared%20Documents/Configurations/STANDARD%20Investor%20Config/standard-config.xlsx?d=w8596509ef6a045d5b7a42a82c5c24396&csf=1&web=1&e=aJWd6c&nav=MTJfQTFfe0JDNkREQTlBLUVERjQtNEU3Ni05ODNELUVEMDgyNkIwMzU2OX0)

## Entity Viewer Layout

- **TXN** (*com.finmars.standard-layouts:transactions.complextransaction:txn)*
    - **TXN ID** (transaction\_unique\_code)
    - \*\*\* <span style="color: rgb(224, 62, 45);">\[WORK IN PROGRESS\]</span>

[![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/pnYimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/pnYimage.png)

[![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/W5Himage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/W5Himage.png)

[![image.png](https://docs.finmars.com/uploads/images/gallery/2025-01/scaled-1680-/ylqimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-01/ylqimage.png)

## Form Layout

Each Transaction Type has its own Form Layout, see in the Type section above.

## Import Scheme

- **STD - INSTR** (com.finmars.standard-import-from-file:instruments.instrument:instruments\_instr) - for Instrument Import
- **STD - ACCR SCHED** (com.finmars.standard-import-from-file:instruments.accrualcalculationschedule:accr\_sched) - for Accrual Schedule
- **STD - FCTR SCHED** (com.finmars.standard-import-from-file:instruments.instrumentfactorschedule:fctr\_sched) - for Factor Schedule