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Transactions - Manually create a transaction

In this article, we explain how to manually create a transaction directly in Waltio.

📝 Description

If you have transactions from a platform that does not allow you to download a transaction history, you can manually add them in Waltio. This method is also useful for correcting or completing your history.

💡 For users with a large number of transactions to add manually, we recommend using a Waltio template file.


⚠️ Warning

  • Manually created transactions are included in your tax report calculation, but they will not affect your portfolio tracking dashboard.

📂 How to create a transaction manually?

Transactions Page - Add transactions button

  1. Go to the My Transactions page, click on "+ Add transactions" at the top right, and select the type: Deposit, Withdrawal, or Trade.

  • Deposit: receiving assets in the selected wallet

  • Withdrawal: sending assets from the selected wallet

  • Trade: exchanging assets within the selected wallet

  1. Fill in the required fields: platform, date, amount, and token.

  2. Once you see the green checkmark appear, you can confirm by clicking Add transaction(s) at the top right.

  3. You can also add multiple transactions at once by clicking the Withdrawal +, Deposit +, and Trade + buttons at the top center of the screen.

Transaction creation form

💡 Additional information

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