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Bulk aggregate deposit transactions

Written by Carl

ℹ️ You can bulk aggregate transactions from the Transactions page. Currently, this feature is only available for deposit transactions.

How to aggregate transactions

  1. Apply filters
    Before you can aggregate, you need to apply both a 'Wallet' and 'Tag' filter. Each wallet and transaction type needs to be aggregated separately.

    Make sure you only apply one wallet filter and one tag filter. You can also use the "No tag" filter or "Tag is blank" filter via the advanced filters if needed.


  2. Select Bulk aggregate
    Once your filters are added, click the Bulk aggregate button in the top-right corner of the page.

  3. Select aggregation period
    Here you can select whether you want to aggregate the transactions on an hourly or daily basis:


  4. Confirm the aggregation
    After selecting your preferred time basis, select 'Aggregate' and you'll see a message confirming that your transactions have been successfully aggregated.

Limitations

  • "Wallet" and "Tag" filters are required
    Bulk aggregate will not be available unless you set at least these two filters.

  • Only deposit transactions can be bulk aggregated
    Withdrawals (costs, margin fees, etc.) need to be merged manually

  • A maximum of 1000 transactions within the aggregation period can be merged.
    If there are more transactions, the merge will fail. If this happens, choose a smaller aggregation windonw
    E.g. if you had more than 1000 transactions in a day, select an hourly period instead of daily)


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