Automatically categorise transaction types

Today we have released an update where CryptFolio can now automatically categorise your incoming transactions (through API import, or CSV import) as Purchases or Sales.

For users that need to manage thousands of transactions, this can help you get started with your tax reports.

Also check out our new guide: How transactions are automatically categorised.

Note: This is not enabled by default for existing portfolios; you will need to Edit your portfolio and select the "Automatic purchase transactions" and "Automatic sale transactions" checkboxes. Your transactions types will then be updated when your accounts are next updated.