This page explains how to use the convert function for DeFi transactions.
1. What is the convert function?
A: It allows you to manually edit DeFi transactions
This function allows you to manually edit, exclude and delete DeFi transactions.
When you "convert" a DeFi transaction, an editable instance of the transaction is generated.
*When a DeFi transaction is converted, the original DeFi transaction is automatically excluded from the PNL calculation, so it is not double-counted.
By utilizing the convert function, you can fix invalid DeFi transactions in the same way as you fix non-DeFi transactions.
Currently, DeFi transactions cannot be manually edited, excluded, or deleted. If you have invalid transactions in DeFi, you cannot use the "Repair Ledger" button (Ledger repair wizard) to fix them. To fix invalid transactions in DeFi, you previously needed to first update the DeFi transaction to "Fee Only" to exclude it and then upload the transaction history via a custom file (for details, please refer here).
You can continue to use these steps to fix invalid transactions in DeFi, or alternatively, now you can also use the "convert" function which was introduced on December 8th, 2022, and directly edit the transaction on the screen without using custom files.
2. How to use the convert function
2.1 Click the relevant DeFi transaction in the Transactions tab.
2.2 Click "Convert into an editable transaction".
2.3 Below popup will appear. Click "OK".
2.4 The DeFi transaction will be in the pending conversion status. To complete the conversion, go to the DeFi transactions tab.
2.5 In the DeFi transactions tab, click "Sync all".
2.6 Make sure that the "Synchronization has been completed" pop-up message appears.
The conversion process is now complete. Now you can edit the converted transaction.
2.7 In the DeFi transactions tab, select "Convert" as the Action filter.
→This displays the list of original DeFi transactions that you used the "Convert" function.
2.8 Click the DeFi transaction you would like to edit.
2.9 You cannot edit the original DeFi transaction directly, but you can edit the transaction that was generated by the conversion (＝"converted transaction"). Click the converted transaction.
2.10 You can edit/exclude/delete the converted transaction. After you make the necessary edits, click "Commit" at the bottom right to save the changes.
* The original DeFi transactions in the Transactions tab are automatically excluded from the PNL calculation so it is not double-counted.
3. View converted transactions via the Transactions tab
3.1 In the Transactions tab, click "Status".
3.2 Click "Info" and then select "Converted transaction". This displays the editable converted transactions that were generated by the conversion process.
4. Please note
Currently, once a DeFi transaction is converted, you cannot revert it back to its original state (i.e. the original DeFi transaction will remain excluded). As explained in 2.10 above, you can make edits to the transaction generated by the conversion by clicking the "Edit", "Exclude", or "Delete" button.