Deposits and Withdrawals must be linked, to recreate your Transaction history. If no matching Transactions are found, you can create one manually.
Automatic linking
In order to be able to trace the course of transactions, deposits and withdrawals must be linked. Blockpit offers an automatic link for transactions that took place within a period of 6 hours. To do this, follow the steps below:
- Click on the menu item Transactions in your Blockpit account.
- In the upper right corner there is a hint Unlinked found. This hint appears if there are unlinked transactions under the trades.
- To fix them, click on the Solve button.
- If Blockpit finds matching transactions, they get displayed in the form of a list.
- Carefully check the proposed list. If the suggested automatic link is not correct, you can deselect the recommended link by clicking on the chain symbol (which is located on the far left of each transaction).
- By clicking on the button Link Transaction/s automatically you complete the automatic linking.
- If transactions have been deselected from automatic linking, we ask you to link them manually. Please read the instructions below:
Manual linking
If no matching transactions can be found, they must be linked manually, as only unique transactions are suggested for automatic linking.
- Click on the menu item Transactions in your Blockpit account.
- In the dropdown select Unlinked only to show all unlinked transactions.
- Select the transaction you want to link to a portfolio and click on New Link.
- Now you can choose between Create Withdrawal/Deposit or Link Withdrawal/Deposit.
- Create withdrawal/Deposit
Select a Depot for your transaction. Cick on the drop-down menu and confirm the allocation by clicking on the button Create transaction. (This creates a transaction with the same timestamp, amount and currency). - Link withdrawal/Deposit
If you have already added similar transactions to your Blockpit account, you will be shown a list of transactions whose timestamps are within a period of approximately 3 days. Click on the Link button to connect the transactions.
- Create withdrawal/Deposit
- Done - the unlinked transaction should now be manually linked and therefore disappear from the Unlinked only list.