Blockpit recognizes most of your Trades (often referred to as Swaps or Converts) or Transfers automatically. In some cases, however, your Trades or Transfers will be imported as unlabeled Withdrawals (outgoing) and unlabeled Deposits (incoming). The following article describes how related transaction parts can be manually merged or edited retrospectively.

Changing related outgoing and incoming transactions to Trades or Transfers

The label (transaction type) of two related outgoing and incoming transactions can be changed by merging TWO existing transaction parts or by editing ONE single existing transaction.

Merging (via checkboxes and action bar)

How does manual merging to label Trade, Transfer, or Token Migration work?

Select both existing counterparts that are to be merged (connected) to Trade, Transfer, or Token Migration.
Then select the appropriate label in the bottom action bar and confirm your selection by clicking Merge.
This turns two transactions into one transaction labeled Transfer, Trade, or Token Migration.

Important tips

🔗 Manual merging to the label Trade can be particularly helpful in blockchain/wallet integrations if your Trade was not recognized automatically. To do this, select both transactions and choose Trade followed by Merge to perform the action.

✂ Trades, Transfers, and Token Migrations can also be separated retroactively using the “Split Transaction” function, provided they were previously created, edited, or merged manually.

🔎 The filter option View: Auto-Merged allows you to find transactions that have been automatically merged to the Transfer label.

🔎 The filter option View: Merged, on the other hand, allows you to find transactions that have been manually merged to the Trade, Transfer, or Token Migration labels.

💡 Merging or editing to Trade, Transfer, and Token Migration also possible across multiple integrations.

2️⃣ The Transfer label is usually applied between two integrations, but can also be used within an integration in the case of a chargeback (failed transaction).

Editing (sidebar)

How to create a Trade or Transfer when only one side of the transaction is present?

❗ Important

Be sure to check in advance whether a transaction counterpart exists, as this is the most common cause of self-created transaction duplicates. The best way to do this is to filter the transaction list by the corresponding transaction date and affected assets in order to better identify possible related transactions.

On the corresponding single transaction, navigate to the three dots on the right and then click Edit.
Now an Editing Dialog (sidebar) opens. Click on the existing transaction label in the sidebar and select Transfer, Trade, or Token Migration.
Then select the corresponding counterpart Integration, add further details if necessary and click on Save.

Tip: If your integration is not yet selectable, you have to create it first.
This allows you to edit the label by editing ONE single existing transaction and extend it to Transfer, Trade, or Token Migration as shown below.