Frequently Asked Questions

Dashboard provides several unique filters:

• Status Filter: This filter allows you to track the status of transactions, distinguishing between successful and pending transactions at an exchange level. It provides clarity on the current state of your transactions, aiding in tax calculations and overall portfolio management.
• Needs Review Filter: The Needs Review Filter identifies transactions that require further attention or verification. It flags transactions with missing prices, purchase history, or other essential details, ensuring accurate tax reporting and portfolio tracking.
• Missing Purchase History: This filter helps you identify transactions for which purchase history data is absent. It enables you to view and trace the history of purchases that are missing, providing comprehensive insights into your transaction records.
• Missing Lockup Transactions: The Missing Lockup Transactions filter allows you to identify any lockup transactions that are missing from your records. Lockup transactions are crucial for tracking token vesting schedules or other contractual agreements.
• Fee Currency Filter: With the Fee Currency Filter, you can filter transactions based on the currency used for fees. It allows you to distinguish between transactions based on the currency type involved in the fee calculation, facilitating detailed transaction analysis.
• Currency Filter: The Currency Filter enables you to view transactions based on specific currency types. It provides a convenient way to filter and organize transactions according to the currencies involved, enhancing transaction management and analysis.
• Transaction Source Filter: This filter categorizes transactions based on their source, allowing you to differentiate between transactions imported via CSV, API integration, or manual entry. It offers transparency and clarity regarding the origin of each transaction, ensuring accurate tracking and reporting.
• In Currency: This filter allows you to view transactions based on the currency received or deposited into your wallet or exchange account. It provides clarity on the specific currencies involved in your transactions, aiding in detailed analysis and tracking.
• Out Currency: The Out Currency filter enables you to filter transactions based on the currency withdrawn or sent from your wallet or exchange account. It helps you identify transactions involving specific outgoing currencies, enhancing transaction management and reporting.
• "Gift Received" Category: Within the "Gift Received" category, CRPTM offers two additional features - "Fiat Value in USD" and "Donor Fiat Value in USD". These features provide insights into the fiat value of the received gift and the corresponding fiat value contributed by the donor, enhancing transparency and valuation accuracy.
• "Is Out Amount Inclusive of the Fee?": This feature indicates whether the outgoing transaction or incoming transaction amount includes the associated fee. It eliminates confusion by clearly stating whether the fee amount is included in the total outgoing amount or total incoming amount, facilitating accurate transaction analysis and reconciliation.
• FIAT Value at Exchange Level: CRPTM's Transaction Dashboard displays the FIAT value of transactions at the exchange level. If the transaction value is not sourced from the exchange, the dashboard fetches the FIAT value from a designated vendor. Users can hover over transactions to view details on the FIAT value source and timestamp, ensuring transparency and accuracy in transaction valuation.
• Clear All Filter: The "Clear All" Filter allows you to reset all applied filters with a single click. It streamlines the filtering process, saving time and effort when managing and analyzing transactions on the dashboard.