Being able to track your assets in a precise and simple way is essential for anyone involved in the crypto-space. As a part of the ongoing effort of tracking your assets, being able to modify, review or edit all past transactions, is extremely important for accounting efforts. With Blox Business, this is something that can be done in just a few simple steps.
In order to edit your transaction list, first, you need to open your portfolio and scroll down until you see the "Recent Transactions" category. At the bottom of the list, you'll see a link named "Show All transactions", just click the link.
Now that you have all your historical movements in front of you, you'll notice that each transaction line has a small 'plus' sign next to it, just next to the transaction date. If you'd like to dig in a little more, click the sign to view an expanded view of each transaction. To give you a better idea, it will look just like the screenshot below:
After expanding the list, there are two possible scenarios for you to choose from. If you added the transaction manually, you will be able to edit or delete it. If it comes from a synced account, you can only edit, but you won't be able to delete it.
For manual transactions, you can edit two important things: the transaction details and the unit price. Transaction details include token units and date. Unit Price is the price of the token at the time of the transaction. Unit price x number of units bought = transaction value.
It's really important to record the unit price at the time of the transaction to better understand the change in price over time and the performance of your investments. Editing the Unit Price is available both for manual and synced accounts.
Do not forget that if you need further help with this, you can always contact us at firstname.lastname@example.org. Our team will be more than happy to assist!
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