Use the Sync filter to find transactions that came from a specific exchange, wallet, or CSV import. The easiest way is through an account’s Sync History, where you can identify the account, sync time, sync type, and transaction count before you open the filtered list.
Open transactions from Sync History
Use this path when you know which account you want to review.
Filter transactions from an account sync
Open Accounts.
Select the exchange, wallet, or CSV account.
Select the three-dot menu, then select Sync history.
Find the sync that you want to review. The table shows the date, connection or blockchain name, and transaction count. It also labels an Initial sync or Hard sync.
Select the linked number in the Transactions column. You can also select the row’s three-dot menu, then select View Transactions.
The Transactions page opens in a new tab with the Sync filter applied.
To remove the filter, select the x on the filter, or select Clear.
Filter directly from Transactions
Open Transactions.
Select All Filters.
Search for and select Sync.
Select the account sync that you want to review.
Which syncs can appear
Sync History can include exchange API, OAuth, wallet, and file imports for the selected account.
The direct All Filters → Sync list includes exchange API, OAuth, and wallet syncs that are still linked to an account.
The two routes are not identical. To find transactions from a CSV import, use the account’s Sync History.
Frequently asked questions
Why can’t I find an old sync?
The exchange or wallet account might no longer exist in Summ. The Sync filter does not show syncs that are no longer linked to an account.
Can I filter transactions from a CSV import?
Yes. Open the CSV account’s Sync History, then select its linked transaction count. CSV imports do not appear in the direct All Filters → Sync list.
If you have any questions, reach out to our Support Team via the in-app chat. 😇