How to tag and edit transactions

Editing and Tagging Transactions

You can both edit and mark transactions with tags from the transaction page.

Tagging and editing transactions can impact your tax calculations. Before making changes to your transactions, please review the tax implications here. 

By navigating to the relevant transaction, you can hover over the ellipsis icon to the right of the transaction and select the appropriate edit option.

Edit Options by Transaction Type

Receive 

For incoming (credit) transactions, you will have the ability to edit and tag the following options:

• Edit Transaction
  • Edit
  • Edit cost basis
  • Change type to transfer
  • Ignore transaction
  • Delete (for manual/imported transactions only)

• Tag Transaction
  • Airdrop
  • Fork
  • Payment
  • Mining reward
  • Staking reward
  • Margin gain
  • Margin rebate
  • Interest
  • Other Income

Send

For outgoing (debit) transactions, you will have the ability to edit and tag the following options::

• Edit Transaction
  • Edit
  • Edit proceeds
  • Change type to transfer
  • Ignore transaction
  • Delete (for manual/imported transactions only)

• Tag Transaction
  • Donation
  • Gift
  • Lost
  • Margin fee
  • Margin loss

Trade

For transactions with both outgoing and incoming assets (Trade), you will have the ability to edit and tag the following options:

• Edit Transaction
  • Edit
  • Edit proceeds
  • Edit cost basis
  • Delete (for manual/imported transactions)
  • Ignore transaction

• Tag Transaction
  • Margin

Transfer

For transfer transactions, you will have the following options :

• Edit Transaction
  • Edit
• More Actions
  • Ignore
  • Delete (for manual/imported transactions)

Bulk Editing Transactions

In some cases users may want to tag, delete or ignore multiple transactions. We support bulk actions by hovering over transactions, selecting the transaction(s) ☑️, navigating to the bottom of the page, and selecting the applicable options!

Additionally, you can select all transactions on a single page by checking the box at the bottom of the page.

Note: We recommend you only bulk edit transactions that are the same type, selecting multiple transaction types such as incoming (credit) and outgoing (debit) transactions will limit the tags and actions available. Selecting only incoming (credit), only outgoing (debit) transactions will allow you to tag all like-types with their available tags.