The Transactions page has several filter options, which can help you locate and reconcile your transactions more efficiently. This guide explains the different filter options and methods.
Filter Options
Category | Search for transactions by their category (e.g., income, transfer, trade) |
Import Type | Search for transactions by the type of import they were brought in from (e.g., CSV, API, wallet, manual) |
Account | Search for transactions by the accounts transacted between (e.g., Coinbase, Swyftx, or a specific wallet address) |
Tx ID | Search for transactions by the blockchain hash or exchange ID |
Warning | Search for the transactions by the warnings they have (e.g., missing purchase history) |
From | Search for transactions by their 'from' account |
To | Search for transactions by their 'to' account |
Tx Signature | Search for transactions by the contract function |
Tx Method ID | Search for transactions by the method ID |
Blockchain | Search for transactions by the blockchain they occurred on |
NFT Collection | Search for transactions trading NFTs from a specific collection |
Sync | Search for transactions by the sync they were imported on |
Description | Search for transactions by the contents of their description |
Comment | Search for transactions by the contents of their comments. |
Tax Outcome | Search for transactions by their tax outcome (e.g., Income, Long-term capital gain, Short-term capital loss) |
Fee Currency | Search for transactions by the currency the fee was paid in |
Tx currency | Search for transactions by the currencies that were transacted |
Filter Methods
Method 1: Filter Search Bar
Method 1: Filter Search Bar
The filter search bar is a smart tool for filtering your transactions. It is located just below your transaction count.
Enter a keyword and select the appropriate filter.
Example: You want to filter your BNB transactions. Type 'BNB' and select Tx Currency: BNB
You can add as many filters as you'd like.
Example: You want to filter for BNB transactions on a specific wallet. Type 'account' and select the correct account you want to filter.
Tip: The filters you use in the Filter search bar can also be edited in the Filters menu (method 2).
Method 2: Filter Menu
Method 2: Filter Menu
You'll find the filter menu in the middle of your transactions menu.
Click + Add filter.
Then, choose your filter type. You can also search for the filter type here.
You can easily search for the filter type.
Example: You want to filter by Blockchain. Type the keyword like 'block' and select 'Blockchain'.
Feel free to use as many filters as you need.
The 'And' and 'Or' sub-filters
The 'And' and 'Or' sub-filters
You can narrow your search using the 'And' / 'Or' sub-filters.
Example: You want to filter for transactions that require categorization or transactions with an 'unsure' comment that you added.
I can use 'Warning Is Requires Categorization' Or 'Comment Contains unsure'.
The 'Is' and 'Is Not' sub-filters
The 'Is' and 'Is Not' sub-filters
You can include and exclude transactions by selecting 'Is' or 'Is Not'.
Note: Filtering by comments and descriptions will give 'Contains' and 'Does not Contain' sub-filters.
Example: You want to filter for 'Buy' transactions that are not part of grouped 'Trade' transactions.
Simply filter for 'Category Is Buy' and 'Category Is Not Trade'.
Feel free to contact us through our in-app messenger for any questions.