# 交易总览

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本帮助文档介绍了如何在“交易管理”模块中汇总和管理所有账户的交易数据。
{% endhint %}

1. 系统将所有账户下的交易汇总在“交易管理”模块下进行管理。
2. 按照业务类型，系统将交易分为 3 个列表：转账记录、交易记录以及损益记录。
3. 在每个列表下，您都可以查看交易的基础信息，通过筛选快速找到交易数据。以及对交易数据进行导出。

<figure><img src="/files/H8pm2BvP3NuVz1YzAx8r" alt=""><figcaption></figcaption></figure>

在交易列表点击，即可查看对应交易详情。

<figure><img src="/files/6g7n0opzA67YsToHejD3" alt=""><figcaption></figcaption></figure>

此外，您还可以在交易管理模块下，对交易相关的自动化规则进行管理。

1. [交易数据自动记账规则](/v3/chinese/bookkeeping/tong-guo-jiao-yi-shu-ju-ji-zhang/tong-guo-gui-ze-jin-xing-zi-dong-da-biao-qian.md)
2. [业务数据自动记账规则](/v3/chinese/bookkeeping/tong-guo-ye-wu-shu-ju-ji-zhang/ye-wu-shu-ju-tong-guo-gui-ze-zi-dong-hua-ji-zhang.md)
3. [交易数据对手方识别规则](/v3/chinese/accounts-management/dui-shou-fang-zhang-hu-guan-li/dui-shou-fang-shi-bie-gui-ze-guan-li.md)


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