> ## 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.

# Transaction Management

> Learn how to import, manage, and categorize transactions

## Overview

The Transactions page is your central hub for managing all crypto transactions across your organization.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/coincile/images/transactions-overview.png" alt="Transactions overview" />

## Importing Transactions

### Automatic Import

Transactions are automatically imported from connected integrations:

1. Navigate to **Integrations** page
2. Connect an exchange or wallet
3. Transactions will sync automatically
4. View them in the **Transactions** page

### Manual Import

You can also import transactions via CSV:

<Steps>
  <Step title="Download Template">
    Click "Import" and download the CSV template
  </Step>

  <Step title="Fill Transaction Data">
    Enter your transaction details following the template format
  </Step>

  <Step title="Upload File">
    Upload the completed CSV file
  </Step>

  <Step title="Review & Confirm">
    Review the imported transactions and confirm
  </Step>
</Steps>

## Transaction Table

<img src="https://mintlify.s3.us-west-1.amazonaws.com/coincile/images/transaction-table.png" alt="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:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/coincile/images/transaction-filters.png" alt="Transaction filters" />

* 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:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/coincile/images/transaction-labels.png" alt="Transaction labels" />

Examples:

* "Marketing Budget"
* "Employee Compensation"
* "Infrastructure Costs"
* "Investment Portfolio"

## Best Practices

<Tip>
  Regularly review and categorize new transactions to maintain accurate records.
</Tip>

<Warning>
  Double-check transaction types for tax purposes. Miscategorization can lead to incorrect tax calculations.
</Warning>

## Need Help?

<Card title="Transaction Issues?" icon="question">
  If you're experiencing issues with transaction imports or categorization, contact our support team.
</Card>