Rules can be used to automatically to edit your transactions as they get imported into Koinly. There are a few different types of rules:

All of your rules can be viewed and deleted from the settings page.

Whenever you mark a currency as spam, Koinly will suggest creating a spam rule for all transactions involving that currency. This allows you to decide if you want the spam rule applied automatically to both existing and future transactions using the marked currency. If you opt to create a rule, these transactions will be deleted automatically as spam.

In your transaction feed, select the transaction you want to mark as spam. Click on the three dots to the right and choose Mark as spam from the dropdown menu, as shown in the screenshot below:

Once the transaction is marked as spam, you'll have the option to create a rule to automatically apply this action to similar transactions going forward:
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For more information on spam rules, see our article Spam tokens and worthless NFTs 📖

Currency rules get created whenever you update a transaction using the 'Change currency' option. Koinly will then replace this currency whenever it is encountered, so that your transactions will always be imported with the correct currency going forward.
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For guidance on how to change currency for your previously imported and future transactions, see our article Change Currency (if Koinly imported the wrong token) 📖

Edit rules can be created in 2 different ways:

You can create Delete rules using the Bulk Delete feature.
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This allows you to automatically delete transactions that match a specific set of filters. It’s particularly useful for setting up custom spam filters or for removing transactions that aren't relevant to your transaction history.
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You can find and manage your rules in the "Rules" section of the settings page.

Yes, you can delete any rule, but please note that deleting a rule will not reverse any changes it has already made - it will only stop the rule from affecting future transactions.

On the Settings page, you can view the filters used by each rule by clicking the arrow button next to it. While this may display the transactions affected by the rule, the list may be empty depending on the types of edits made.

Koinly uses a set of 'Global' spam rules that are tracked on our servers and applied universally to all users to help filter out most spam transactions. If you think any of these rules are incorrectly marking your transactions as spam, please reach out to us via chat or by emailing [email protected].
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