With the review status feature, you can specifically mark transactions and document which entries have already been reviewed and which are still pending.
This helps you keep track of new, synchronized, or edited transactions at all times, even when using many wallets, exchanges, or trading frequently.
The feature is available in the “Transactions” section.
Important: What does “reviewing” a transaction mean?
Reviewing a transaction does NOT simply mean marking it as “reviewed” in Blockpit; rather, it requires that you compare the transaction with the original source, for example using:
your exchange
your wallet
a blockchain explorer
or the original transaction history
Setting the review status is only the result of this comparison process.
❗ Simply setting the status to “Marked as Reviewed” does not automatically correct potentially incorrect or incomplete transactions.
A transaction should therefore only be marked as reviewed after it has actually been compared with the original source.
Marking a Single Transaction
You can set the review status directly on an individual transaction using the bookmark icon.
⬛ Default state → “Unmarked” (Click 3 to "Unmark")
🟨 Click 1 → “Marked for Review” (yellow)
🟩 Click 2 → “Marked as Reviewed” (green – final state)
What does “Marked for Review” mean?
The yellow status is useful for transactions that you want to review more closely later.
Examples:
recently synchronized trades
complex DeFi or NFT transactions
suspicious or incomplete imports
transactions with warnings or tips
cases where additional data still needs to be added
What does “Marked as Reviewed” mean?
The green status means that you compared the transaction with the original data from your exchange, wallet, or blockchain and confirmed it as correct.
Typically, you review:
asset, amount, timestamp, fees, transaction label, tax treatment
The review status therefore acts as a personal quality control system for your transaction history.
Marking Multiple Transactions at Once
You can also select and mark multiple transactions simultaneously using the checkbox selection.
Select transactions
Open the action menu (...)
Set the review status
This is especially useful:
after larger API synchronizations
for CSV imports
when initially building your transaction history
or when reviewing older transaction batches
Filtering by Review Status
Using the “View” filter, you can filter transactions by review status.
Available states:
Unmarked (Count)
Marked for Review (Count)
Marked as Reviewed (Count)
This allows you to:
find unreviewed transactions more quickly
work through transactions that still require verification
hide already reviewed transactions when focusing only on open items
more easily identify newly imported or recently synchronized transactions
Recommended Best Practice
The feature works best as an ongoing review workflow directly after new transactions occur.
Recommended process:
Execute a trade or transaction
Synchronize the integration in Blockpit
Compare the imported transaction with your exchange or wallet
Edit or complete the transaction if necessary
Afterwards, set the appropriate review status
This gradually creates a fully reviewed transaction history.
Ideally, most of your history should eventually be marked green. This makes newly imported or unreviewed transactions immediately visible and easier to verify early.
Especially for active traders or complex portfolios, this helps to:
detect import problems faster
complete missing data earlier
avoid tax-related mistakes
and maintain a clean and reliable transaction history long-term.