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)
Transaction-Labels
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.
> Basics on Labeling and Merging of Transactions
Bulk-Editing/Labeling
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.
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
Transaction Details 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).
Managing & Editing of Transactions
All possibilities to change or extend transaction details are described in the following.
After editing of transaction details, make sure to always start a recalculation, else you may see outdated tips or values.
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?