How to use Filter Options?

What are Filter Options and why do I need them?

Filters help you to analyze your portfolios, transactions and assets even more precisely. This improves the overview and is especially helpful when merging, labeling and editing transactions.

All parent filter and sorting options:

Use filter options to display only those transactions that you want to view or edit collectively.

Use the Bulk Editing Function for labeling multiple transactions.

In the course of this article you will see examples of how to use all filter options in the best possible way.

Filter options "Integration", "Label" and "Asset"

You will use the filter options "Integration", "Label" (transaction type) and "Asset" frequently. Filtering by all transactions of a certain Asset within a specific integration provides you with the best basis for analysis.

Example: Specific search in the Integration "Bitpanda Broker" for the Label "Airdrop" and the Asset "BEST" to filter all BEST Airdrops.

Filter option "Date"

Your search can be restricted to a limited period of time by the filter rule "Date" as shown in the picture below. This is recommended if you want to find the cause of specific Issues.

Additionally, you can use the sorting function to sort your transaction list within the selected time period starting with "Newest" or "Oldest".

Filter option "Asset Type"

One of the unique selling points of Blockpit is the categorization by different asset classes. For example, as shown in the image below, use the Asset Type filter option to filter specifically for transactions that contain the asset type Derivative (in this case the leverage token XRP2L).

This filter rule is also available for the asset types Crypto, Commodity, Fiat and NFT.

Filter option "Issue"

This filter option helps you optimize and analyze your transaction data based on specific Issues. Filtering by Issues is also only possible if Issues are actually present.

When searching for "Unlabeled", we also recommend using the Filter Option  "Asset Type = Crypto" to hide tax-neutral fiat Deposits and Withdrawals.

> For more information on all the Issues, see the article "What do Issues mean and how can i solve them?"

Filter option "Status"

The original status of a transaction can reach the three additional statuses "Edited", "Excluded" and "Merged" and "Auto-Merged". The Edited and Excluded Statuses can only be assigned manually afterward. The "Merged" Status is assigned via manual Merging and the "Auto-Merged" Status via the Auto-Merging Feature implemented in Blockpit.

> More about Auto-Merging to Label "Transfer"

Edited

With the filter rule "Edited" you can search for already edited transactions. You can recognize them by the filled in "Last edited" date in the transaction details. "Edited" are transactions imported manually or via API, whose transaction details were later manually edited in the app.

This state is indicated symbolically as well as in the details, as follows:

Excluded

"Excluded" refers to transactions imported manually or via API that were later excluded manually from the tax calculation in the app using "Exclude Transaction". Excluded transactions can be included in the tax calculation again using the "Include Transaction" button.

Merged

"Merged" are all automatically or manually merged Transactions (Transfer & Trade) except automatically imported Trades.

These are symbolized in the form of a Chain, as shown in the image below. For auto-merged Transfers, an A is additionally displayed.

Merged transactions (except automatically imported Trades) can be unmerged to their Transaction Base-Type "Deposit" and "Withdrawal" via the "Unmerge Transaction" button, if necessary.

> Transaktion Details & Editing of Transactions

Filter option "Import Type"

This option allows to specifically filter transactions by the Import Type used, such as Chain, API, CSV and Manual. This is especially useful to identify manually added transactions in Exchange or Wallet integrations.