This page explains how to add/edit/delete transactions manually from the screen.
- How to add a transactions manually
- How to add a transactions manually（Using cryptact's "Assistant" feature)
- How to edit a transactions.
- How to Exclude/Delete a transaction.
１．How to add a transaction manually
１．From the "+" icon on the righ corner of the screen, click down arrow next to "Add manually".
２．The transaction entry screen will appear. Enter the transaction details and click "Commit".
Use a custom coin/DeFi Tokens：Custom coins refer to coins that are not supported as cryptocurrencies but can be created by users on the ledger, becoming "coins that can be used as a base currency." Similarly, "unsupported coins" within DeFi that are not automatically supported by cryptocurrencies are referred to as "DeFi tokens." This feature is initially turned off by default, but you can enable it to create custom coins and DeFi tokens.
Perform price lookup (Price refers to the settlement currency price per unit of the base currency)：By default, this feature is turned off, but it can also be enabled (shown in blue). If the base currency is a supported cryptocurrency and its price can be obtained (and the settlement currency is a fiat currency), it will reference the cryptocurrency's price. Please check the list of supported cryptocurrencies by cryptact for reference.
２．How to add a transaction（Using cryptat's”Assistance”feature)
１．Click "Step ●/●" at the top right corner of the screen（You can move to the Assistant (※1)） . Then in "Select an exchange/blockchain," click on "Select" .
(※1) For more details on the "Assistant" feature, click here.
２． Choose an "Unsupports echanges/trades/blockchanges and click on "Confirm exchanges".
３．In "Upload or Sync your transactions," click on "Add transactions" .
４．Click on”Add manually”.
５．Please check the following steps for the subsequent process.
３．How to edit a transaction
１．In the "Ledger" screen, click the transaction you would like to edit.
２． In the "Transactions detail" screen, click on "Edit".
３．Make the necessary change to the transaction in the "Transaction edition" screen and click "Commit" to save. Please note that if you change the "Action" of the transaction, the screen content will be reset.
４．How to exclude/delete a transaction
The definitions of "Exclude" and "Delete" are as follows.
|Exclude||The transaction will be excluded from the PNL calculation. It will remain on the ledger and it's possible to re-include it in the PNL calculation again.|
|Delete||The transaction will be deleted from the ledger completely. Once deleted, it cannot be restored and you will need to upload the transaction again if you want to re-include it in the PNL calculation.|
If you would like to exclude or delete a transaction, click the transaction and click either "Exclude" or "Delete".
１．In the "Ledger" screen, click the transaction you would like to exclude or delate.
２．In the transaction details screen, select "Exclude" or "Delete" button.