[New] Bookkeeping 2.0

Integral is excited to share a new Bookkeeping experience with greater flexibility for end users.

Tip 1: Manually (un)group transactions

  • On the left, select the transactions you want to group

  • In the bulk actions bar at the bottom, select Group > Exchange / Bridge / Internal Transfer

  • Notice the link icon shows up, and transactions are now grouped together

  • Taxes may update afterwards

Tip 2: User your keyboard to filter!

  • D for the date filter

  • F for the filters options

  • 1, 2, 3, 4 to switch between Bookkeeping Tabs

Tip 3: Expand grouped rows to see the sub-transactions involved

  • Filter to Internal Transfer, Exchange, Bridge, (Un)Stake transactions

  • Look for the chevron arrow on the left side of the transaction

  • Click on the chevron to expand the row

Tip 4: Filter to specific issues to resolve

  • In the top-right corner, look for the ⚠️ icon to filter on specific transactions that need your attention

Tip 5: Mark a token as Spam in context

  • No more need to navigate to the Spam page! You can mark a token as spam directly in context from Bookkeeping.

  • All the way on the right side of the transaction, click on the icon to move it across states, including marking it as Spam.

Last updated