Blockpit shows different Tips (indicators) in the Dashboard and your Transactions list depending on the type of problem you are facing. The following procedure can help you to solve these problems.
Please always synchronize all your integrations first using “Sync All” (Dashboard) and then start a calculation of your transaction data using “Calculation ” (Transactions) before you analyze Tips or the performance values of your portfolio.
1. Create a new API Integration
Product updates provided by Blockpit have no direct effect on existing transaction data in your Integration (precautionary measure to avoid changing existing transaction histories through automatic product updates), so creating a new Integration could bring it up to date and solve your problem (Tips) already.
Temporarily create a second Integration to be able to compare the new and old Integration. Then delete the Integration that you do not want to keep.
> How to create, sync, edit, convert, group, delete and deactivate Integrations?
Alternatively, it is possible to re-synchronize missing or incorrectly imported transactions. In order not to damage existing transaction histories and to avoid new duplicate transactions, we recommend the following article:
> How can to synchronize integrations or re-synchronize missing/incorrectly imported transactions?
2. Label or merge Unlabeled Transactions
Tip: Unlabeled (Transactions)
Unlabeled transactions can be subsequently categorized with a corresponding label, edited or merged into Trades or Transfers by selecting related transaction pairs. It is also possible to change the labels of multiple similar transactions collectively (bulk edit).
3. Manually edit, exclude or delete transactions
If you should still see Tips, it is possible that these were caused by incorrect transactions or transactions that were imported twice. These transactions can be edited as follows.
4. Add new transactions
If your transaction history has not been imported completely, you can add transactions manually one by one or upload them directly to your Blockpit integration retrospectively via direct exchange CSV file upload (if available for your integration—see your integration guide for details). Alternatively, you can migrate your CSV data to our Blockpit Excel template.
💡 Tip: If you are unable to create an Integration without "Mismatched Balances" using an initial API integration and additional CSV uploads, try creating a CSV Integration first and then convert your Integration into an API Integration afterwards. In addition, use a current import start date (e.g. import time span: today's date) as a separator to avoid transaction duplicates.
5. Continue to browse Troubleshooting category
👁🗨 In case of missing/incorrectly imported transactions or if your Synced Balance is displayed incompletely, you can help our support team to include them in our import spectrum (if technically possible).
Please provide us with all available information via support-request.