[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!
Dfor the date filterFfor the filters options1,2,3,4to 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