In this tutorial we will go over how to roll up transactions in the ledger.

Step 1

Select the transactions that you want to roll up in the "Transactions page". To roll up transactions, they must all share the same asset type and transaction type (Send, Receive, Buy, Sell) and connection source. In this example, we will be rolling up four ETH Receive transactions coming from the Etherium wallet.

Step 2

Click on the "Bulk Action" button after selecting your transactions then click on the "Advanced Transaction Rollup" menu option.

Step 3

In the transaction roll up menu, you will need to select a "Granularity" and a "Rollup Date Selection"

Step 4

Scroll Down and "Roll Up" the transactions.

Step 5

Add the summed up cost basis into the roll up transaction line. The sum of the cost basis of all four transactions in this example will be used and manually added into the line item.

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