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How to merge/split transactions manually

Robin Singh avatar
Written by Robin Singh
Updated this week

Merging transactions:

Koinly does a pretty good job of automatically detecting and merging your trades and transfers. There are however edge cases where Koinly does not merge your transactions so in these cases you will need to merge the transactions manually.

You can merge transactions by selecting them (hover with your mouse over the wallet icon to see the select checkbox) and then clicking "Merge" in the toolbar at the bottom of the page:

Which transactions can be merged?

  • ➡️➡️ Unmatched transfers
    If you have a withdrawal in one of your wallets and a deposit of the same currency in another wallet then these can usually be merged into a single transfer.

  • ⬆️⬇️ Split trades
    If a trade is displayed as separate transactions then you can merge it into one "Exchange":

    • Withdrawal of the sold asset

    • Deposit of the acquired asset

    • (optional) Withdrawal of the fee asset (with Cost tag)
      ​

  • ⬇️⬇️ Multiple deposits (or withdrawals)
    If you have multiple deposits (or multiple withdrawals) taking place on the same day (for example staking rewards paid out every hour) then you can merge these into a single deposit.

    • It is possible to merge up to 50 transactions at a time

    • All of the transactions need to:

      • Happen in the same wallet on the same day

      • Have the same tag (or no tag)

      • Have the same direction (all deposits or all withdrawals)

    • You can quickly merge deposits using Bulk aggregate

Splitting transactions (un-merging):

If you have accidentally merged transactions incorrectly or if Koinly has automatically merged a transfer incorrectly then you can split this transaction into separate entries.

You can split a transaction by clicking "Split entries" at the bottom-left of the "Ledger" tab of any transaction:

Which transactions can be split up?

  • ➡️➡️ Transfers
    You can split up a transfer that has been incorrectly matched.
    A transfer from wallet A to B splits into:

    • Withdrawal from wallet A

    • Deposit to wallet B
      ​

  • ⬆️⬇️ Trades
    You can split trades into separate entries as well.
    A trade within the same wallet A splits into:

    • Withdrawal from wallet A

    • Deposit to wallet A

    • Withdrawal from wallet A with a Cost tag (if the trade had a fee)

Avoid overmerging trades

Manually merging transactions that shouldn't be merged may cause issues with the calculations. You should only merge "blocks" of trades happening in the same direction, uninterrupted.

In the example below where you have a Buy, Buy, Sell and then Buy, you can merge the first two "Buys" together, but not all three together because there is a "Sell" between them:

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