The article describes the different filters and views in the transactions page, and what actions can be taken in each.

What data is in the transactions page?

The transaction page shows all the data imported from your sources. The following data is displayed:

• Date & time transaction
• Source & destination
• Incoming volume & fiat valuation
• Outgoing volume & fiat valuation
• Fee volume & fiat valuation
• The cost-basis
• Gains or losses
• Applied labels

The image above shows an example of 'typical' transactions. However, these can sometimes be more complex. In Cryptio, we represent these in the movements tab, which will be explained below.

 

What is the Cryptio Review Module?

The Cryptio review module can help you ensure no non-taxable events are not missed!  You can find the list of all your transactions that are not labelled yet by clicking on Needs review and then Missing labels. In this section on the transactions page, we will identify the transactions which are internal transfers and need labelling. 

For more details, read the Needs Review Help Center article, which breaks down the use cases. 

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What is the movement's view?

Complex crypto transactions can often occur with multiple movements. Movements are one (and only one), amount of value going in or out of a wallet imported into Cryptio.

Some transactions involve multiple movements, so we group them together into a drawer to make them easier to account for. This view will separate each transaction individually for you; an example can be seen below.

In this example, a selling from a liquidity pool is shown. The first movement, -0.5297 Uni-V2 token labeled 'LP token', is the selling of the LP token. The -0.008 ETH labeled 'Contract fee' is the gas fee for the transaction, and the 0.6108 AETH and 0.5597 ETH are the withdrawing asset pair labeled 'Withdraw'. Below is the view of the transaction when the folder is opened.

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Filtering my transactions

On the transactions page, Cryptio has a filtering system that allows you to view only certain transactions at a time. This makes it much easier to take action on multiple transactions with similar characteristics, such as bulk labeling fees. Once you have filtered your transactions, you can then select certain actions.

 

Don't forget to favorite filter configurations to save you time in the future.

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What actions can I take in the transactions page?

On the transactions page, you can edit transactions in two different ways. The method you choose depends on the number of transactions you want to edit and the type of actions you want to take.

1) Bulk editing transactions

Bulk editing of transactions is done by filtering for groups of transactions and then selecting all the transactions using the button below. Then, you need to select the edit selected rows button.

 

Once you select this button, a box will appear which will allow you to do the following to all of the transactions selected:

• Write notes
• Clear notes
• Add fiat rate
• Reset all fiat rates
• Add labels
• Remove labels

2) Editing individual transactions

All the above steps can be done on the individual transaction level by selecting one transaction and then following the same steps. You can also click on individual transactions and then edit them in the draw.

When editing individual transactions, you can do the following:

• Edit the fiat rate
• Write notes
• Manually set the chart of accounts mapping
• Add invoices
• View other parties (such as wallets or addresses)
• View transactions on the block explorer

3) Updating Cost Basis

Updating the cost basis is required when there has been updates to price or volume of assets part of historical transactions. By clicking the Update Cost Basis button on the transaction page, you will trigger the software to automatically re-compute the cost basis based of the current prices and balances.

4) Identifying Non Taxable Events

There are two types of Non taxable event labels, the first is Internal transfers, these transactions are automatically identified and labelled by Cryptio, the software requires both wallets/sources to be imported in the software.

If there is only one side of the transaction imported as a source, then the user is able to apply the second label, 'Non-taxable event' label here.

5) Managing Fees

Contracts executions/calls on a blockchain that may not result in an actual transfer of assets from Party A to Party B still incur a cost. The cost is known as Gas or Transaction Fees - in this situation, you can filter for all contract executions/calls by filtering for Fee-only transactions. The benefit of this is it allows the user to batch-label all contract calls with ease.

6) Managing incomplete COA mapping

Chart of accounts mapping is the step just before reconciliation, in order to know which transactions are ready/not-ready to be reconciled you can use the Chart of accounts filter to search for transactions that have:

• no chart of accounts mapped for Credit/Debit - No mapping
• have either Credit/Debit mapped but not both - Incomplete mapping
• have both sides of Credit/Debit mapped - Complete mapping

7) Search for transactions without valuation

Cryptio prices over 10,000 assets. However, there are the odd few that we do miss, in order to ensure that we are pricing the assets you need, filter using the Cost basis error filter will display all transactions that have assets with a Missing Price or Missing volume error.