Step 1


Head to your portfolio screen. (Click to zoom image)



Step 2


Head to the Accounting tab and select "Classifications" under the drop down menu.




Step 3


Click on the blue "Add Rule" button and you will see a menu of options for creating your new transaction classification.




Step 4


On the classification rule menu, type in your rule name and a description if necessary. Then select the Rule Category. The Rule Category determines the source of where the transaction will originate from. In this example, we chose a wallet as the source. Upon choosing the source, the menu will ask that you select the "Role Criteria" which is determined by tagging this classification rule to either a specific wallet address or transaction tag/type. The "Tag" bar will save the transaction type and the "Classification" bar will save the category type of the transaction.



Step 5


Select the blue "Next" bar at the bottom of the menu.



Step 6


Review and confirm the new classification rule.



Step 7


On the Accounting tab in the Classifications page Rules section, click on "View" to see the newly created rule.



Step 8


You will see the new Classification Rule Parameters and to which wallet it will be applied to. Click the blue "Apply" button at the bottom to initiate the rule.



Step 9


Confirm the application of the new rule by clicking the blue "I understand, apply" button.  The new classification rule is now successfully applied.