Mark Transaction As Reviewed
Z
Zaffre Wren
I need to manually review every transaction, but I have no clue what's been imported since my last review. Book keeping tools do this, WaveApps is a good example https://support.waveapps.com/hc/en-us/articles/208622646-What-does-reviewing-a-transaction-do-
Robin
Merged in a post:
Add checkbox for reviewed transactions
Konstantinos
This will enable the users to track their reviewed data easier. Tracking and reconciling can be quite time-consuming; reviewing transactions and identifying which ones have already been looked at without drilling in and maybe putting a comment. A checkbox on the transaction screen will make it super easy to check over transactions and mark them off as done.
Q
Quartz Swordfish
This will help users a lot
O
Occasional Ocelot
This is a great idea, also an option to mark transactions to "review later"
E
Electric violet Falcon
Oh god, definitely needed. Should be easy to implement. There are competitors out there that are constantly updating their software. Koinly has some catchup to do. Maybe Koinly should take a look at cryptotaxcalculator. Their dev team is insane. Not using them but I get their updates in a newsletter and they are implementing so many things every week.
D
Denim Porcupine
also allow bulk checkmarking so do not need to checkmark each transaction. At a minimum this could allow whole page to be checkmarked and preferably also an option to checkmark whole wallet. Eg import wallet, reconcile everything then checkmark. When next do import then just review unchecked transactions
E
Electric violet Falcon
Denim Porcupine: Yes, essential feature
O
Obvious Panda
Exactly what I need.
V
Various Mollusk
Great idea, either 'review/reviewed' tags or allow us to search/filter by the description field? I assume the filtering is so limited by the performance hit, I'd hope by now they had enough scaling power to handle more than the very limited options. (like only 25 txns for example)
M
Managerial Squid
This, plus the ability to mark a transaction for later review.
Bookmarking it, if you will.
I
Indigo Wolverine
Good idea
P
Persian blue Amphibian
This is a good idea, but should be expanded. Rather than having a Koinly defined button, there should be user defined button(s), tags or colours. And by defined, I don't mean something that is formal. I'm thinking of something that the user can label that makes sense to them. I would then would like to filter on these identifiers.
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