Documentation Index
Fetch the complete documentation index at: https://docs.coincile.io/llms.txt
Use this file to discover all available pages before exploring further.
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: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.