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How do I add a transaction manually?
How do I add a transaction manually?

Ready to add your first transaction? Check here

Advait avatar
Written by Advait
Updated over a year ago

To get started with your portfolio you can connect it to an exchange account, broker account, or wallet account to automatically import transactions. Alternatively, you can add a transaction manually. To add a manual transaction, follow these simple steps:

  1. Tap the 'plus' sign to start
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  2. Click on Add Manual Transaction (or click here)
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  3. You will be given the choice of up to 6 options (more asset classes will be added over time). Click on the asset class for the investment you want to add:
    - Crypto
    - Stocks
    - Indices
    - Funds
    - Commodities
    - NFT
    - Forex
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  4. Search for the Coin, Stock, NFT, ETF, or any other asset of your choice by typing its name or shortcode (ticker).
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    ​PRO TIP: You now have the ability to search for stocks and funds by using their ISIN, SEDOL, and CUSIP codes. To do this, just enter the respective code into the search bar, as you would with the asset’s name, to find the asset you’re looking for.
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  5. You have the option to record either a Buy, Sell, or Transfer (crypto only). Follow the steps below to help add one of these types of transactions.
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Recording a Buy or Sell:

  1. Enter all the required fields (fields above additional options).

  2. Select the exchange where you performed the trade and the correct trading pair.

  3. Enter the buy/sell price. You can do this either "per coin" or "in total" i.e. say you bought 2.5 ETH for $700 per ETH ($1750 total), you could either enter $700 using the "per coin" option or $1,750 using the "in total" option.

  4. Enter the amount bought / amount sold.

  5. Enter the date and time you made this transaction (or when it was executed).

  6. The "Deduct from..." option ("Add to..." when adding a sell transaction) is very useful if you want to reflect changes in your pair currency.
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    For example, let's say you have some BTC already added to your portfolio. Now as you are entering an ETH/BTC buy transaction, if you turn on this option, Delta will automatically create a linked sell transaction under your BTC holdings subtracting the corresponding amount of BTC. Note, that since these two transactions are linked, editing or deleting either one of them will automatically edit or delete the other.

  7. We also provide a field for you to enter a transaction fee! You can enter the amount of fee incurred in number or percentage format. This is extremely helpful in maintaining accurate balances for your portfolio. Note: You can only enter the fee as a percentage for crypto assets at this time.

  8. Click Add Transaction when you are done entering the details!

Recording a Transfer (crypto only):

  1. Choose the source and destination (where the coins were sent to) of your coin.

  2. Depending on the source and destination the app will treat the transaction as a transfer, deposit, or withdrawal. For example, 'Mining' to 'My Wallet' will be treated as a deposit, 'My Wallet' to 'Exchange' will be treated as a transfer, and 'Exchange' to 'Other' will be treated as a withdrawal.

  3. Click Add Transaction when you are done entering the details!

PRO TIP: If you cannot find the asset you are trying to search for, please ensure you are typing in the correct name, shortcode, or ticker. If you still cannot find it, we do not support it and we welcome all requests at ask.delta.app.

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