Sometimes after importing your transactions, you might need to edit or delete one or more of your transactions. Common scenarios include:
Marking as an Airdrop
Marking as a Fork
For a comprehensive overview of getting started with imports, see this article: Getting Started with ZenLedger.
How do I edit a transaction?
In the Transactions tab you can edit a single transaction or check multiple boxes on the left and apply to the same edit to all the checked transactions.
For a guide to sorting and filtering your transactions, click here: Sort and Filter.
If you find a duplicate transaction, click on the drop down menu to the right and “Delete Transaction”.
If you find a transaction you that you think is a non-taxable transfer between your own accounts and ZenLedger marked it as a sale- you can "Mark as Self-Transfer". For more information on self-transfers, see this article.
You can then re-run your reports and our system will update your reports.
If you've marked a set of transactions as self-transfers and are looking to now delete them, you simply need to click the green drop down arrow next to the transaction -> re-mark it as either 'incoming' or 'outgoing', then go back to the green drop down arrow and you will be able to delete the transaction.
To re-run your reports:
You start the report re-run by clicking on Dashboard.
Then Import More Transactions.
Then Finish Importing Transactions on the bottom right. Then just go through the import flow (mark airdrops and forks, select FIFO/LIFO) and let the system generate your updated reports.
For a guide to navigating the Resolution Center portion of the process, please see the Resolution Center article.
For fixing incoming/outgoing and needs review items, please see this article.
If you need any assistance, please click on the chat button on the lower right of your screen to chat with us.