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Once your wallets are connected and your balance sheet mapping is configured, the next step is to actually label and categorize the transactions. Breezing makes it easy to assign recognizable names to anonymous wallet addresses and map transactions directly to income, expense, or asset accounts.

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1. Naming External Wallet Addresses

When you first import data, you will see a lot of anonymous alphanumeric wallet addresses interacting with your wallets. Naming these addresses builds “equity” in your workspace, making future categorization much faster.
  1. Review your Transactions: On the Dashboard, look for large or frequent transactions from unknown addresses.
  2. Name the Address: Click into the transaction, or directly on the row, and type a recognizable name (e.g., “Blockchain Vendor”, “Series A Investor”, or “MME Legal”).
  3. Global Application: Once you save a name to an address, Breezing automatically applies that name to every past and future transaction involving that exact wallet address across your entire workspace!
  4. Review Required: If you encounter a transaction you don’t recognize, you can tag it as Review Required. Later, you can filter your dashboard by “Review Required” to handle them all at once or ask your client for clarification.

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2. Adding Accounts & Descriptions to Transactions

Once you know who a transaction is from/to, you need to tell your accounting system what it was for (e.g., Sales, Legal Expense, Contractor Payout).

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Categorizing Single Transactions

  1. On your Dashboard, find a transaction.
  2. Under the Account column, click and select the appropriate account from your Chart of Accounts (e.g., Sales).
  3. Adding a Description: Click into the transaction details and add an Accounting Description (e.g., “Dev Work Invoice #102”). Pro-tip: This description syncs directly into Xero/QBO as the journal entry description!
  4. Click Save.

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Automating Categorization with Rules

Instead of manually clicking “Sales” on 50 different inbound transfers from a specific customer, you can build a Rule to do it automatically.
  1. Navigate to Rules > New Rule.
  2. Name your rule (e.g., “Blockchain Customer Revenue”).
  3. Set your condition: Wallet From Equal Blockchain Customer (using the name you assigned in Step 1).
  4. Under the Actions section, set the Transaction Account to your Sales account.
  5. Click Save and then Apply. Breezing will retroactively scan your dashboard and assign the “Sales” account to every transaction that matches this customer.
Naming Wallet Addresses: All right, cool. Now you got your wallets in there. They’re all set up. You got kind of all your balance sheet connected to kind of the various uh token view, wallet view, wallet, token view. You now need to start to build equity in the product. So the best way to do that is also to start to identify the context of transactions. So the best way to do it is um you kind of go through the transactions and you try and identify like who potentially these wallet addresses belong to. So for example, uh this client received 4.1,000 kind of ETH from Dow. They don’t know what this wallet address is, for example. So, but let’s say they remember it. They’re like, “Oh, I remember this. This was I remember we received kind of a payment from let’s say a vendor that we did blockchain work for.” So, blockchain vendor or blockchain customer basically is what you could name this wallet. And then you hit save basically. And so, you see now that wallet has been named everywhere as blockchain customer all the way down. So, now every time you see kind of that wallet address, it’s going to take on blockchain customer. Then you can come back to contacts here and you can see blockchain customer was taken. So if you already have a list of wallet address and know who they kind of belong to, the best way to do it is to kind of label it over here. So let’s say this maybe like a legal wallet. So you can name this one MME if you want. Go ahead and save. So if you already have that list, that’s great. But if you don’t, you can always just go through here and you can just go through the list and try and remember based on transactions what this was. So maybe this was like an inbound 500k. Maybe this was like an investor, for example. So you remember this was an investor. What you’re doing here is you’re kind of like just building this equity that you’re later on going to use to basically label the different transactions in different accounts, which I’ll show you. But it’s important to kind of run this first through. And then whenever you kind of don’t know something or you have some some some basic questions about what that may be, it’s always great to label that as a review required transaction. Um, and then you can save it and then you can always filter for it later on. just down over here. You can go to uh basically review required. Uh but I need to find it. See here. Oh, there it is. Come over here. Review required. Go ahead and filter and you can kind of see that transaction that we click review required for. So, but importantly at the beginning just go through label all the wallet addresses as best you can in terms of trying to understand what they were and then next step is to kind of label them on the account side. All right. Cool.Adding Accounts to Transactions: All right, cool. Next step is really just to start to assign accounts basically to different transactions in breezing. And the best way to do that is just kind of like you can either set up rules or you can also pretty much just label them directly. So here I actually have an example. This is like Ethereum transaction. Let’s say I know this is supposed to go in legal. So I’ll click over here. I’ll just type legal. There you go. It’s automatically labeled legal. But let’s say then, okay, I actually want to get a bit more context. So I can click into this example. I click in this transaction. I see there’s a bunch of details here which we’ll go through in a bit. But basically what I’ll do is I’ll can also select the account over here. Let’s say I know this is sales. This was an inbound sales transaction. I can go ahead and do that. Hit save over here and I’ll save it as sales as well. I can also a little accounting description. Um this was let’s say for deborg basically. I’ll hit save. This kind of comes in handy later on. I’ll show you because it’ll sync directly into zero and I’ll show you what it looks like. You got a bunch of detail here as well that kind of we’ll go through later on. But that’s kind of the first step and you really kind of just want to try to label these transactions as best you can. The other key thing is you can also build rules. So for example, if you remember, we had this one blockchain customer. Basically, we’ll name it blockchain customer. We’ll then here select I think it was wallet from equal and it was like blockchain customer basically. And then here I also select the transaction account. So instead of asset account or fee account, I’ll just select transaction account. And here I’ll just select sales for example. So I’m basically setting up a rule now. I’ll hit add and then I’ll just apply that rule. And so what it’s doing, it’s applying that rule across this specific customer, blockchain customer. Then let’s say I’ll go to my dashboard. I’ll go to filter. I will filter for that blockchain customer right over here. Go to filter. And there it is. Blockchain customer. Here are all his wallets. All them label as sales. So that rule has been kind of officially applied. So you can either label them one by one or you can build specific rules. And the rules come in handy. I’ll show you kind of later on kind of how you can work with rules. I’ll do a full session on that. But this is kind of the next step. It’s really kind of just starting to label these transactions so that you can prepare to basically sync them into Zero or QuickBooks or basically just produce a journal entry CSV, which I’ll show you later on. Either one works, but that’s the next step.