How to use Filter & Sorting Options?

What are Filter and Sorting Options?

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

All parent filter options:

Filter Options.png

02-Filtering.gif

All parent sorting options:

Sorting.png

 

Filter option "Date"

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

Filter Date.png

 

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 BEST Label Airdrop Bitpanda.png

Use the Bulk Editing Function for labeling multiple transactions.

 

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).

Filter Asset Type Derivative.png

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

> For more information, see the article "Wich Assets are supported?"

 

Filter option "Tips"

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

Filter Option Tip.png

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 Tips, see the article "What do Tips mean and how can i solve them?"

 

Filter option "View"

This filter option makes it possible to find edited, excluded or spam marked transactions in order to reset or re-include them if necessary. In addition, transactions that have been auto-merged or manually merged can also be listed selectively.



> How to Mark Assets as Spam?

> Transaktion Details & Editing of Transactions

 

Merged

"Merged" refers to Transfers or Trades that have been merged manually. These are symbolized in the form of a chain, as shown in the image below.

"Auto-merged" refers to Transfers that have been merged automatically. An additional A next to the chain symbol is displayed for auto-merged Transfers.

 

Merged_Transactions.jpg

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


Split Transaction.png

> More about Auto-Merging to Label "Transfer"

 

Edited

With this filter option you can search for already edited transactions. You can recognize them by the filled in "Last edited" date in the transaction details. Transactions imported/created manually or via API whose transaction details were subsequently changed by the user are considered "Edited".

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.

 

No Fee Label

This filter option makes it easy to temporarily hide transactions with the “Fee” label. This provides an improved overview, especially when analyzing blockchain transactions.

 

Filter option "Import Type"

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

Transactions uploaded via the Blockpit XLS Template count as "Manual".

Filter Import Type.png

 

Filter option "Tax Type"

This filter only works in combination with an active license in the corresponding tax years. It is also necessary to recalculate each individual tax year directly on the reports page in order to display the latest results.

Filter View Tax Type Details.png

You will also find direct links on the Reports page under Tax Results to display the transactions of the corresponding tax category (Tax Type).

Filter View Tax Type.png

> Tax Report & Tax Results calculation, download and backup?

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