Transaction Details Overview
By click on a transaction, all transaction details can be viewed as illustrated in the image below.
All possibilities to change or extend transaction details are described in the following.
After editing of transaction details, make sure to always a recalculation of your Report or the Transactions, else you may see outdated Tips or Values.
Transaction-Labels can be changed individually via a quick menu or collectively via the Bulk Editing Function. In addition, there is the possibility to "merge" transactions to Trade or Transfer.
Transaction details such as Label, Date, Asset, Asset Amount, Fee and Transaction ID can also be accessed and customized via the "Edit" button (sidebar).
Asset Values are mostly determined automatically, but can be adjusted or added via the "Update Asset Values" button.
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 "Status = Excluded" filter.
Alternatively, transactions can also be deleted entirely using the "Delete Transaction" button. However, this is only possible for manually created transactions.
Edited transactions can be reset to their initial state via the "Reset transaction" button. If the transactions are "merged", they must first be "unmerged" before they can be reset!
Excluding and Deleting multiple transactions is also possible via Bulk Editing.
Bulk Editing 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. Note that deleting is only possible for manually created transactions.
Make sure to select only EITHER incoming OR only outgoing transactions, otherwise no label selection will be visible.