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HT201 – How to Reconcile Transactions

Reconciling transactions ensures all your wallet and exchange data is correctly matched, categorized, and ready for accurate reporting. This guide walks you through the full reconciliation process in Netrunner.

Updated over 2 weeks ago

Access the Reconcile Transactions Tab

From your Netrunner Dashboard, click Reconcile Transactions.

This opens the transaction-level view where reconciliation happens.


Review Imported Transactions

Each transaction displays its:

  • Type (trade, swap, income, expense, transfer)

  • Date and timestamp

  • Asset and amount

  • Market value at the time of the transaction

  • Cost basis and calculated gain/loss

  • Programs

  • Status (labeled, flagged or edited)

Transactions that are flagged need reconciliation.


Reconcile Transactions Manually

Click on a transaction to open its details.

Add or adjust missing information such as:

  • Correct label (Trade, Income, Expense, Transfer).


Fastest way to Reconcile Transactions

Netrunner offers numerous filters and search feature so you spend less time reconciling transactions.

Above table with transactions you can see numerous filters where you can:

Select sorting of transactions:

  • by Date New to Old

  • by Date Old to New

  • by Gains High to Low

  • by Gains Low to High

  • by Value High to Low

  • by Value Low to High

Select wallet to show transactions from

Filter transactions by label

You can choose from all the labels and show or hide transactions based on selection

Filter by supported programs

Choose from a list of supported programs in Netrunner

Select fiscal year to show transactions from

Advanced search

Here you can:

  • Search by token address / tx signature / wallet address

  • Filter by fiscal year or date range

  • Filter by yearly quarters

  • Show / Hide transactions with missing value

  • Show / Hide transactions with missing label

  • Filter spam transactions

  • Filter tx fees

  • Show / Hide microtransactions

  • Filter account rent

Labeled, Edited and Flagged button filter

Below advanced search there are three button filters: Labeled, Edited and Flagged.

They function as on/off buttons for transactions with the type they are referring to.

By default all three are on so if you click on "Edited" for example all transactions that are edited will not show up in the transaction list below.

They are very convenient tool for bulk transaction filtering.


Bulk Classify Transactions

For multiple similar transactions (e.g. repeated staking rewards), use the bulk classification tool.

Select several entries and apply the same classification at once.

There are few things that are going on here, first you select several entries that you know are the same, when selected banner will show up at the bottom of the screen with wallet name that you are working on, address for that same wallet, number of selected transactions and Categorize button where you can select label for selected transactions.


Monitor Reconciliation Progress

At the top of the page, check the Reconciliation Progress Bar.

Aim to reach 100% reconciled before generating tax reports.


✅ By following these steps, you’ll ensure every transaction is accurately tracked, reconciled, and reflected in your tax reports.


Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Please verify with official sources and consult a professional before acting on any information. Netrunner is not liable for outcomes resulting from its use.

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