Manual categorization

Follow the guidelines below to get clarity about your bookkeeping: 📑

  • Step 1 - Go to 'Transactions' — you will find all the transactions from your tracked and payment wallets.

  • Step 2 - Click on the transaction you need to categorize or hit "Add" to add a category or select on or multiple transactions in the list.

  • Step 3 - Hit "Categorize" and choose the category on the dropdown. You can also add notes and attachments if needed.

You can also create your category if you need to. You'll be able to do so in the dropdown.

If you know the sender's wallet, you can click on it and add it as a contact - this way; the name will show up on your statements.

If you hit "Transaction ID" you'll be able to open the Etherscan link.

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