How can I bulk delete transactions in KoinX?
The bulk delete option saves time by allowing you to delete several transactions at once. This makes it simple to fix errors and keep your records up to date, ensuring your portfolio is well-maintained and organised.
Before deleting any transactions, review them. KoinX allows you to apply filters to pick only the entries you want to delete, ensuring that you are only deleting what is necessary. Additionally, it's a good idea to make a backup in case you need it later.
Things to Keep in Mind When Bulk Deleting Transactions
- This action cannot be undone, so please ensure that you no longer require the transactions before proceeding with their deletion.
- Once transactions are deleted, they cannot be restored, and you may have to re-upload them manually.
- To ensure you have a backup, please download your transaction history prior to moving forward.
Here is a step-by-step tutorial to help you through the process.
Step 1: Log in to Your KoinX Account
- Navigate to https://app.koinx.com/get-started (opens in a new tab)
- Log in to your KoinX account if you haven’t already done so.
Step 2: Go to the Transactions Page
- After you log in, your dashboard will open, from here select the Transactions (opens in a new tab) tab on the top menu.
- When you select you’ll be taken to your transactions page.
Step 3: Select Multiple Transactions for Deletion
⚠️ Warning: Transactions that have been deleted cannot be restored. Be sure to export a backup first.
- Identify the transactions you want to delete.
- Select each transaction by clicking the checkbox beside it.
- To delete all transactions, locate the "Select All" option at the top.
Note: You can also use the filters tab to delete specific transactions by selecting your preferred “wallet, transaction type, labels, coins, tags, and date range”. The filer is present right below the “Add Transaction” feature.
Step 4: Click "Delete"
- Once you have selected the transactions, click "Delete".
KoinX will proceed to delete the selected transactions.
Step 5: Confirm the Deletion
- A popup will appear requesting your confirmation for the deletion.
- Select "Delete" to continue.
- Once you confirm, KoinX will delete the chosen transactions from your account forever.
Follow these simple steps to bulk eliminate unwanted transactions in KoinX, keeping your portfolio organised and accurate. Start today by clearing up your transaction history and keeping an organised portfolio in KoinX.