Once a company has more than a handful of wallets, a flat list stops working. Folders let you group wallets the way you think about them: by entity, by purpose (Treasury, Operations, Staking), or by custody location, and then filter and automate against those groups.
Creating a Folder
- Navigate to the Wallets page.
- Click Add Folder.
- Name the folder and click Add. Folder names must be unique within the company.
Assigning Wallets to Folders
Select one or more wallets with the checkboxes on the Wallets page and open the batch edit dialog. Pick the target folder from the Folder dropdown and save; pick No Folder to remove wallets from their current folder. The Wallets table shows each wallet’s folder in its own column, so you can see the grouping at a glance.
A wallet can belong to one folder at a time.
Using Folders
Folders earn their keep outside the Wallets page:
- Transaction filters: the Dashboard filter panel has a Folders multi-select, so you can view all activity for one entity or strategy across its wallets in a single filtered view.
- Automation rules: Rules V2 can match on Folders, which means one rule can cover a whole group of wallets and automatically applies to wallets you add to the folder later. “Everything in the Staking folder skips gain/loss” is one rule instead of ten.
- Bulk workflows: filtering by folder before batch operations (locking a period per entity, exporting one client’s journals) keeps multi-entity workspaces tidy.
A Structure That Scales
A pattern that works well for accountants managing several clients or entities in one company workspace:
- One folder per entity or client.
- Rules keyed on folders rather than individual wallets.
- New wallet arrives: assign it to its folder, and the existing filters and rules pick it up without any further setup.
Last modified on July 6, 2026
