Transaction Details Overview
By click on a transaction, all transaction details can be viewed as illustrated in the image below.
Other, more Extended Transaction Details are described in the following guideline.
> More on Extended Transaction Details (Ledger & Tax View)
Managing & Editing of Transactions
All possibilities to change or extend transaction details are described in the following.
Please always synchronize all your integrations first using “Sync All” (Dashboard) and then start a calculation of your transaction data using “Calculation ” (Transactions) before you analyze Tips or the performance values of your portfolio.
Quick Merging & Labeling
Transaction labels can be changed one by one using a quick menu or collectively using the bulk feature. In addition it is also possible to "merge" related transactions into a Trade or Transfer by selecting them.
✅ Labels of individual transactions can best be changed via the quick menu or edited in the sidebar.
✅ Labels for multiple identical transactions can be changed simultaneously using bulk labeling.
✅ Merging of two related outgoing and incoming transactions by directly selecting both existing counterparts.
> Basics on Labeling and Merging of Transactions
Bulk-Editing & Bulk-Labeling
✅ Bulk Function allows Labeling/Excluding/Deleting of multiple transactions.
To do this, select all the desired transactions and choose the corresponding option in the action bar.
Make sure to select only EITHER incoming OR only outgoing transactions, otherwise no label selection will be visible.
> Basics on Labeling and Merging of Transactions
Editing via Transaction Sidebar
✅ Transaction details such as Label, Date, Asset, Asset Amount, Fee and Transaction ID can also be accessed and customized via the "Edit" button (sidebar).
> How to create a Trade or Transfer when only one side of the transaction exists?
Update Asset-Values
✅ Asset Values are mostly determined automatically, but can be adjusted or added via the "Update Asset Values" button.
> More information about the specific Tips
Reset Transactions
✅ Edited transactions can be reset to their initial state via the "Reset transaction" button. If the transactions are "merged", they must first be separated via "Split Transaction" before they can be reset!
Split Transactions
✅ Transfer or Trade transactions can also be split into their components, Deposit & Withdrawal using “Split Transaction”. Please note that this is not possible for Trades that have been automatically imported into Exchange Integrations.
Exclude Transactions
✅ Transactions can also be excluded from the tax calculation using the "Exclude Transaction" button. Excluded transactions will no longer appear in your transaction list and can only be found using the Filter Option: "View = Excluded".
Excluding and Deleting multiple transactions is also possible via Bulk Editing.
Copy Transactions
✅ You can also duplicate an existing transaction. Simply click on "Copy Transaction" to open the sidebar where you can make any necessary adjustments. Once done, click "Save" to finalize the new transaction.
Delete Transactions
✅ Alternatively, transactions can also be deleted entirely using the "Delete Transaction" button. The deletion of transactions in exchange, Wallet and Blockchain Integrations is not reversible. However, deleted/missing transactions can potentially be re-synchronized as described in the following article using “Sync missing transactions”.
> How can to synchronize integrations or re-synchronize missing/incorrectly imported transactions?