Hover over Imports in the top line menu and click on “Imported History.” This will take you to a page where you can see Transactions Based on Accounts and Transactions Based on Sources.

Transactions Based on Accounts: This section will list all of the wallets and exchanges you have imported.

The green drop down arrow will allow you to perform several actions:

  • You can Delete the import, which will delete all of the transactions for all years as well as the data you imported for that specific wallet or exchange.

  • You can Mark as USA/Non-USA Based for the exchange or wallet.

  • You can Download Exchange Data, which will download all of the transactions imported for that specific wallet or exchange.

  • You can Add More Accounts for that specific wallet or exchange.

  • You can Reset Annotation History

There are also checkable boxes next to each wallet or exchange on the left side of this section so that you can bulk edit.

Transactions Based on Sources: This section will list all of the exchanges and wallets you have imported, when, and how many files or API's you imported for that specific exchange or wallet.

The green drop down arrow will allow you to perform several actions:

  • You can Delete the import, which will delete all of the transactions included in that specific file/API for that specific exchange or wallet.

  • You can Mark as USA/Non-USA Based for that specific file/API import.

  • You can Download CSV/API Data, which will download all of the transactions included with that file/API for that specific wallet or exchange.

There are also additional buttons in the upper right will allow you to perform several more actions:

  • You can take a Snapshot of that version of the import by clicking the three dots under Snapshot next to each wallet or exchange, or you can also Snapshot all of the transactions imported by clicking the blue snapshot button at the very top of the screen. To learn more about Snapshot, please click here.

  • You can click Download All Transactions which will allow you to download every transaction from every exchange and wallet you have imported

You can click Remove All Transactions which will remove all of the transactions you have imported from all of the wallets and exchanges, leaving you with a completely blank slate.

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