Overview
The Transactions page is your central hub for managing all crypto transactions across your organization.
Importing Transactions
Automatic Import
Transactions are automatically imported from connected integrations:- Navigate to Integrations page
- Connect an exchange or wallet
- Transactions will sync automatically
- View them in the Transactions page
Manual Import
You can also import transactions via CSV:1
Download Template
Click “Import” and download the CSV template
2
Fill Transaction Data
Enter your transaction details following the template format
3
Upload File
Upload the completed CSV file
4
Review & Confirm
Review the imported transactions and confirm
Transaction Table
The transaction table displays:
- Date: When the transaction occurred
- Type: Buy, Sell, Transfer, etc.
- Asset: The cryptocurrency involved
- Amount: Quantity transacted
- Value: Fiat value at time of transaction
- Source: Which integration or manual entry
- Labels: Custom categorization tags
Filtering Transactions
Use filters to find specific transactions:
- Date range
- Transaction type
- Asset
- Source integration
- Labels
- Amount range
Bulk Actions
Select multiple transactions to:- Apply labels
- Edit categories
- Export to CSV
- Delete transactions
Categorizing Transactions
Proper categorization is crucial for accurate accounting:Transaction Types
- Trade: Buying or selling crypto
- Transfer: Moving assets between wallets
- Income: Mining rewards, staking, airdrops
- Expense: Gas fees, service fees
- Withdrawal: Fiat withdrawal
- Deposit: Fiat deposit
Labels
Create custom labels for better organization:
Examples:
- “Marketing Budget”
- “Employee Compensation”
- “Infrastructure Costs”
- “Investment Portfolio”
Best Practices
Need Help?
Transaction Issues?
If you’re experiencing issues with transaction imports or categorization, contact our support team.