Rules can be used to automatically to edit or delete your transactions as they get imported into Koinly based on conditions defined. There are a few different types of rules:
Currency rules
Edit rules
Delete rules
All of your rules can be viewed and deleted from the settings page.
Currency rules
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.
For guidance on how to change currency for your previously imported and future transactions, see:
Edit rules
Edit rules can be created in 2 different ways:
Create a rule using "Bulk Edit"
If you check the "Create rule" checkbox when bulk editing, Koinly will transform the bulk edit into a rule. This means that whenever a newly imported transaction matches the selected filters, the edit will be applied to it automatically. This is mostly useful for applying tags or descriptions:
☝️ "Create rule" is only available when using advanced filters
"Create rule" checkbox will only show if you have set some advanced filters and if you don't have any specific transactions selected on the "Transactions" page
Create a rule by approving a suggestion
Whenever you are tagging your transactions, Koinly will look for patterns in how you apply the tags. If you apply the same tag to transactions with similar traits, Koinly will suggest a rule to automate it:
This rule will then tag all existing transactions that match the filters, and also apply the tag to all future transactions in the wallet.
Delete rules
Similarly, Delete rules can be created by checking the "Create rule?" checbox while using the Bulk Delete feature:
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.
ℹ️ We recommend only creating such rules if you are sure that the specified transactions can be removed from your tax reports.
Spam
Separately to rules, you can set up spam rules by marking certain tokens as spam.
For more information on spam, see:
FAQ
Where can I view my rules?
You can find and manage your rules in the "Rules" section of the settings page:
Can I delete rules?
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.
Can I see which transactions were impacted by a rule?
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 filters that trigger the rule, the list may be empty depending on the filters and types of edits made.
For example, if an edit rule has a filter tag is empty and applies Reward tag, the list will be empty as the rule already ran and transactions are already tagged.



