Description

Navigate to Crypto > Transactions

This page allows you view all your crypto transactions and act on them:

Actions

Advanced Filter Transactions

Click the down arrow to show the filter by coin and/or wallet options:

Selecting either a coin will filter the list of shown transactions to those that have either the Sent, Received or Fee coin to those of the selected coin. Selecting a wallet works the same.

Add Transaction

Click the add transaction button to add a new

Run Cost Basis

Click the Cost Basis button to run the cost basis process starting from the oldest unlocked transaction. For more information see this article: Cost Basis

Auto-Run CB

Toggle this false to stop cost basis from running automatically after you create, edit or delete a crypto transaction. This is useful if you plan to add multiple transactions then run cost basis afterwards.

View Transactions

See this article for full information on all crypto transactions: Crypto Transaction List

Bulk Delete Transactions

You can select up to 100 transactions at a time. After selecting 1 transaction a red DELETE button will appear. Click this, then confirm the action to delete all the selected transactions.

Merge Transactions

If you select one deposit and one withdrawal a MERGE button will appear. If the transactions meet this criteria:

  • They have the same coin.
  • They have different wallets.
  • Sent quantity and received quantity is equal.
  • Transaction Hash ID is empty for both or equal.

The transactions can then be merged. This results in both transactions being deleted and a new transfer transaction being created.
All metadata (Customer/Vendor/notes/reference) for the new transfer transaction will be pulled from the withdrawal. This can always be edited after the merge if needed.


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