Guides/Start here

Recording what ESI cannot see

The Record menu: purchases, mined ore, opening balances, sales, adjustments, compression, refines, hauls and PI.

Last updated 2026-11-07

Log in →
In this guide
  1. 1The Record menu
  2. 2Purchase
  3. 3Mined ore
  4. 4Opening balance
  5. 5Sale
  6. 6Stock adjustment
  7. 7Compression
  8. 8Refine batch
  9. 9Haul or transfer
  10. 10PI output
  11. 11Buttons that open these forms for you
  12. 12Common questions

1. The Record menu

One short form for each kind of event EVE does not report to the app.

The app reads jobs, market buys and sales, mining and contracts from EVE by itself. Everything else that changes your stock you record here, so the app's stock matches the game and every unit carries a cost. Open a form in any of three ways:

  • the Record button at the top right of every page, then pick a kind;
  • press n anywhere (unless single-key shortcuts are off in Settings → Display);
  • search (⌘K) and type “record”: Record purchase, Record mined ore, Record opening balance and so on.
Purchase
Something you bought outside the market and contracts. Adds stock at the price you paid.
Mined ore
Ore the mining ledger does not show. Adds stock at your mined ore rate.
Opening balance
Stock you held before you started using the app. Adds stock at the cost you enter.
Sale
Something you sold outside the market and contracts. Takes stock out and counts the profit.
Stock adjustment
Adds or removes stock for any other reason: a loss, a gift, a correction.
Compression
Ore, ice or gas you compressed. Swaps it for the compressed type at the same cost.
Refine batch
Ore you reprocessed, yourself or through a contracted refiner. Swaps ore for minerals.
Haul or transfer
Items moved between structures or characters. Moves stock and adds the freight to its cost.
PI output
Planetary products you made. Adds stock at the export tax you paid.

How the forms work

Each form opens as a panel on the right, titled after what you record (for example Record purchase). The common fields:

Character
Who holds the stock. Only active characters are listed; if none are, the list says No active characters.
Item
Type at least 2 letters of the name and pick it from the list. Once picked, the quantity field shows its volume per unit in m³.
Quantity
Whole units. You can type 19,472 or 10k. Anything else shows Not a whole quantity.
ISK fields
Accept 1,234.56, 350k, 1.2m or 2b; the exact amount appears under the field. Anything else shows Not an ISK amount (e.g. 1.2m, 350k, 1,234.56).
When (EVE time)
When it happened, in EVE time. It starts at now. The date decides the order lots are used in (oldest first) and which market prices apply.

The Record button at the bottom stays grey until the required fields are filled; hover it to see what is missing (for example Pick a character, Pick an item, Enter a quantity). When it is saved, a message confirms it with a link to the new lot, for example Purchase recorded · Lot #123. If the app refuses, the reason appears in red at the top of the form.

Records cannot be edited or deleted
Check the character, item, quantity and price before you press Record. To correct a mistake, record the opposite with a Stock adjustment (for example −500 with the reason “Entered twice”), then record it again correctly.
Do not record what the app already reads
Market buys and sales of tracked items come from your wallet every hour, mined ore from the mining ledger every hour, and contracts through the Inbox. Recording them here as well counts them twice. See What the app reads from EVE.

2. Purchase

Items you bought that EVE does not report as a market buy or a contract.

Use it for a trade-window deal, a buyback paid outside EVE's contracts, items bought for you by a character not in the app, or to give a cost to units Reconciliation found. Do not use it for market buys (the wallet sync records them) or contract purchases (review the contract instead, see Contracts).

Character
Who received the items.
Item
What you bought.
Quantity
How many units.
Unit price (ISK)
What you paid per unit. Optional: leave it empty to use the market price at that time, taken from your valuation market and the Default purchase price field in Settings → Costing (split by default). The price sets what the stock cost you; its market value always comes from the market, so a good deal shows as a gain.
When (EVE time)
When you bought it.

What it does: adds a lot with source Manual purchase to the character, with no location (it can be used for a job or a refine anywhere).

If it is refused: No market price for type … at …; give unitPrice means you left the price empty and the market has no price for that item at that time. Enter the price you paid.

3. Mined ore

Ore, ice or gas you mined that the mining ledger does not show.

Ore your added characters mine reaches the app by itself from EVE's mining ledger every hour. Use this form only for mining the ledger does not show, such as ore mined by a character you have not added, or mined before EVE's ledger history (about 30 days).

Character
Who holds the ore now.
Item
The ore, ice or gas. The help line reminds you: Cost comes from the mined ore rate (Settings → Mined ore).
Quantity
Units mined.
When (EVE time)
When it was mined.

What it does: adds a lot with source Mined, marked self-sourced (you produced it yourself). Its cost per unit is the rate per m³ from Settings → Mined ore (a per-ore override if you set one, else Mined ore cost (ISK per m³), 0 by default) times the ore's volume. At the default the ore costs nothing, so everything you make from it shows its full value as profit. See How costs and profit work.

4. Opening balance

Stock you held before you started using the app. Usually done once, during setup.

The app only knows about stock that arrived while it was watching. An opening balance tells it what you already had and what it cost, so jobs can take their inputs from it and profit is right. Do it per character and item; Reconciliation shows how many units each one needs (see First-time setup).

Character
Who holds the stock.
Item
What it is.
Quantity
Units held. Count hangars and sell orders only: inputs already inside running jobs are not stock.
Unit cost (ISK)
Required. What each unit cost you. If you do not know, use what you would have paid on the market at the time; 0 is allowed but then everything made from it counts as pure profit.
When (EVE time)
When you counted it. Use the same moment as Post jobs started after.

What it does: adds a lot with source Opening balance, with no location. It is not marked self-sourced, even for ore you mined; record that ore with Mined ore instead if you want it treated as your own production.

Missing price? The button says Enter a price.

5. Sale

Items you sold that EVE does not report as a market sale or a contract.

Market sales of tracked items come from your wallet every hour, and contract sales are reviewed in the Inbox. Use this form for anything else: a trade-window sale, a sale through a corporation contract or a character not in the app.

Character
Who sold it.
Item
What was sold.
Quantity
Units sold.
Kind
Market sale or Contract sale. Market sales have an estimated sales tax taken off the profit; contract sales have none.
Unit price (ISK)
Required. What you received per unit.
When (EVE time)
When it sold. Decides which report period it falls in.

What it does: takes the units from the character's lots, oldest first (self-sourced lots first if Consume self-sourced lots first is on in Settings → Costing, which is the default). The sale appears on the Sales tab of Profit: revenue minus what those units cost minus the estimated sales tax. The message says Sale recorded (there is no new lot to link).

If it is refused: Not enough stock. Character … is short … of type … means the app has fewer units recorded than you are selling. Record where the missing units came from first (purchase, opening balance), then the sale.

6. Stock adjustment

Add or remove stock for any reason the other forms do not cover.

Use it for a loss (a ship blown up with cargo), a gift, items found in a container, a cancelled job's materials, or to correct a mistake. Reconciliation and the Inbox open it with the difference already filled in.

Character
Whose stock changes.
Item
Which item.
Quantity (+ adds, − removes)
A positive number adds units; a negative number (for example −25) removes them. 0 is not allowed.
Reason
Required, up to 500 characters. Kept on the lot so you know later why it changed.
Unit cash cost for additions (ISK, optional)
Only used when adding. What each added unit cost you. Left empty, the units are costed at their market value at that time.
When (EVE time)
When it happened.

Adding creates a lot with source Adjustment and the reason as its note. Removing takes the units from the oldest lots (self-sourced first if that setting is on). Removed units simply leave your stock: they do not count as a sale or a loss in any profit report.

If it is refused: Not enough stock. Character … is short … when removing more than is recorded; No market price for type …; give unitCashCost when adding with no cost and no market price exists. The button says Give a reason until the reason is filled.

7. Compression

Ore, ice or gas you compressed in game. EVE never reports compression.

Without this, the app still thinks you hold the uncompressed ore, and the compressed ore shows as a gap on Reconciliation. Record it every time you compress.

Character
Who compressed it.
Item
The ore, ice or gas, or its compressed type: either works. Compression is one unit for one unit, so the quantity is the same on both sides.
Quantity
Units compressed.
Where (optional)
The structure where you compressed (your registered facilities are listed). Only lots at that structure, or with no location, are used, and the compressed lots are placed there. Leave it on Any location to use the oldest lots wherever they are.
Notes (optional)
Anything you want to remember.
When (EVE time)
When you compressed it.

What it does: takes the units from the uncompressed lots (oldest first) and creates the same number of units of the compressed type with source Compressed, one lot per lot used. Cost, self-sourced status and history carry over: compressing does not change what the ore cost you.

If it is refused: Not enough stock… when the app has fewer uncompressed units recorded (at that location, if you chose one); Type … has no compressed form when the item cannot be compressed. If you are sure it can, ask an admin to import the latest static data.

8. Refine batch

Ore you reprocessed into minerals, yourself or through a contracted refiner.

EVE never reports reprocessing. This form swaps the ore for minerals and carries the ore's cost, the structure tax and any refining fee into the minerals. It is wider than the others and shows a live preview. It also opens from Record refine batch on Refining and from Record with this refiner on Refining → Compare. See Refining.

Owner (receives the minerals)
The character whose ore is used and who gets the minerals.
Refiner
Who refines: one of your characters, marked (own), or a contracted refiner, marked (contracted). With none set up it says No refiners: add one in Refining. Picking a refiner fills in its default fee.
Ore
The ore or ice. Type part of the name and pick it.
Quantity
Units of ore. Ore is refined in portions (usually 100 units); leftovers smaller than a portion stay as ore.
Facility
Where it is refined. Only your registered facilities with the reprocessing service online are listed; with none it says No reprocessing facility registered. Its rigs and security give the base yield.
Refined at / Sent at (EVE time)
Refined at for your own refiner; Sent at for a contracted refiner (when the ore left you).
Fee type
Flat ISK per batch, % of output value, ISK per m³ of ore or % of minerals retained (the refiner keeps part of the minerals instead of charging ISK).
Fee
Its label follows the fee type: Fee (ISK), Fee (ISK per m³) or Fee (fraction, e.g. 0.03). For the two percentage types, type a fraction: 0.03 means 3%. Use 0 for your own character.
Structure tax paid (ISK, optional)
The reprocessing tax actually charged. Leave it empty to use the estimate shown in the box. Enter 0 if a contracted refiner's fee already includes it.
Out contract id (optional)
The id of the contract you sent the ore with, to link them. It must be a contract the app has already synced.
Notes (optional)
Anything you want to remember.

The preview

Once ore, quantity, facility and refiner are set, the Preview box lists each mineral with its Expected quantity and Value, a yield breakdown that matches the game's reprocessing window line by line (facility base yield, Reprocessing, Reprocessing Efficiency, the ore skill, implant, Total), the Estimated tax (ISK), and Refined / leftover ore. Compare it with the game window before you refine.

Own refiner or contracted refiner

Your own character
The batch is done at once. An Actual (optional) column lets you type what the game really gave you per mineral; anything left empty counts as expected. The minerals are added straight away.
A contracted refiner
The ore leaves your stock now and the batch shows as At refiner (counted in the action strip) until you press Record return on Refining → Batches, or review the return contract. A difference from what was expected raises an Inbox item.

What it does: takes the ore from the owner's lots at that facility or with no location (your own mined ore first), then adds a Refined lot per mineral at the facility. The ore's cost plus the tax and fee are shared across the minerals by market value. The minerals are self-sourced if all the ore was.

If it is refused:

  • The owner doesn't hold that much ore. The app has fewer units recorded at that facility. Ore bought on the market is recorded where you bought it (for example Jita): record a Haul or transfer to the facility first. Otherwise record the purchase or mined ore.
  • quantity must cover at least one portion of 100: less than one portion refines nothing.
  • Contract … (outContractId) not found; it is created by the contracts sync: the contract has not synced yet; leave the field empty or wait an hour.

9. Haul or transfer

Items moved between structures, or handed from one of your characters to another without a contract.

EVE does not report items being moved, and a transfer by contract is reviewed in the Inbox instead. Record a haul when the location matters (ore must be at the refinery to be refined) or to add the freight you paid to the cost of what you moved. It also opens from Record haul on Hauls and PI. See Hauls and PI.

From character
Who held the items.
To character
Who holds them now. The same character for a haul; another of your characters for a transfer.
From location
Where the items were, from your registered facilities. Only lots there, or with no location, are moved. Any location moves the oldest lots wherever they are.
To location
Where they are now. Leave it on No location if it does not matter.
Items
One row per item: Item 1, Quantity and Remove. Add item adds a row. List each item once.
Freight
Choose ISK per m³ and fill in Freight ISK per m³, or Fixed freight ISK and fill in Freight ISK (total). Leave it empty to use Freight rate (ISK per m³) from Settings → Costing (0 by default).
Notes (optional)
Anything you want to remember.
Hauled at (EVE time)
When the move happened.

What it does: takes the units from the From character's lots (oldest first) and re-creates them on the To character at the To location, with source Hauled (same character) or Transfer in (another character). Each unit keeps its cost and self-sourced status, plus its share of the freight by volume. For example 500 ISK per m³ adds 25 ISK to a moon material of 0.05 m³. Typical volumes: moon materials 0.05 m³, intermediates 0.2 m³, fuel blocks 5 m³.

If it is refused: the button says Add at least one item with a quantity until a row is complete; Not enough stock… when the From character has fewer units recorded (at the From location, if you chose one); items list type … more than once when the same item is on two rows.

10. PI output

Planetary products you made yourself, for example for fuel blocks.

EVE shows your colonies but not what they produced, so you record the products when you export them. Only needed if you use your own planetary products. It also opens from Record PI output on the PI tab of Hauls and PI.

Character
Who owns the colony.
Item
The planetary product. Only planetary commodities are offered.
Quantity
Units exported.
Customs tax rate
Required. The customs office's export tax as a percentage: type 10 for 10%. The button says Enter the customs tax rate until it is filled.
Extra cost per unit (ISK, optional)
Anything else each unit cost you, such as import tax or bought inputs.
Note (optional)
For example which planet.
When (EVE time)
When you exported it.

What it does: adds a Planetary lot, marked self-sourced, with no location. Its cost per unit is the export tax (the tier's base value × your customs rate) plus the extra cost. The base values are in PI customs base values under Settings → Costing: P0 5, P1 400, P2 7,200, P3 60,000 and P4 1,200,000 ISK by default. For example a P2 product at 10% costs 720 ISK per unit.

11. Buttons that open these forms for you

Elsewhere in the app, buttons open the same forms with the details already filled in.

Check the pre-filled values, change what is wrong, and press Record.

Inbox: a job short of stock
Record purchase and Adjust stock fill in the character, the item and the shortfall; Create refine batch fills in the character. The form shows From inbox item: … at the top, and the app retries the job's posting after you save. See Blocked jobs.
Inbox: a stock gap
Adjust stock fills in the character, the item, the difference and the item's message as the reason, and marks the item resolved once you save.
Stock → Reconciliation
Depending on the likely cause: Record purchase or Mined (you hold more), Record sale (you hold less), Record refine (ore down and minerals up) and Adjust stock (the exact difference, reason “Reconciliation: …”). On a mineral row, Record refine puts the mineral in the Ore field: change it to the ore you refined. See Reconciliation.
An item's detail panel
Record sale, Record purchase and Adjust stock fill in the item and the first character holding it. See An item's detail panel.
Planner and Pipeline
Record purchase in the Raw inputs row menu and on a material in the Pipeline graph fills in the item and the shortfall.
Refining → Compare
Record with this refiner fills in the ore, quantity, facility, refiner and owner of the comparison.
Contract review
When a contract cannot be posted because stock is short, Adjust stock opens a stock adjustment with the character and the reason “Contract …: stock short for review” (fill in the item and quantity); for a refine return with no batch, Record refine batch opens the refine form.

12. Common questions

Click a question to open it.

Recording what ESI cannot see

“Not enough stock. Character … is short … of type …”

The app has fewer units of that item recorded on that character (and at that location, for compression, refines and hauls) than you are taking out. Record where the units came from first: an opening balance, a purchase, mined ore or a haul to the right place. Stock → Reconciliation shows how far the records are from the game.

“No market price for type … at …; give unitPrice”

You left the price empty and the market has no price for that item at that time, so the app cannot guess the cost. Enter the price you paid (Unit price (ISK)), or for an adjustment the Unit cash cost for additions.

Do I need to record my market buys and sales?

No. The wallet sync records market buys and sales of tracked items every hour. Recording them as well counts them twice. Use Purchase and Sale only for deals EVE does not report.

Do I need to record ore I mined?

Not usually. Ore your added characters mine comes in from the mining ledger every hour. Record it by hand only when the ledger does not have it.

I recorded something wrong. How do I undo it?

Records cannot be edited or deleted. Use Record→Stock adjustment to reverse it (a negative quantity removes units you added by mistake; a positive one puts back units you removed), with a reason, then record it again correctly.

How do I move stock from one of my characters to another?

If you used a contract, review it in the Inbox as a transfer (see Contracts). Otherwise record a Haul or transfer with a different To character.

Why can't I refine ore I just bought in Jita?

Market buys are recorded where you bought them, and a refine only uses ore at the refining facility (or with no location). Record a Haul or transfer with To location set to the facility first.

“quantity must cover at least one portion of 100”

Ore is refined in portions (usually 100 units). Less than one portion refines nothing, so the app refuses it.

“Type … has no compressed form”

The item cannot be compressed, or the app's static data does not know its compressed form yet. Check you picked the ore, ice or gas itself. If it is a new item, ask an admin to import the latest static data.

← Previous
Getting started
Next →
How costs and profit work

Something unclear or out of date? Ask your admin. All guides