Needs review notifications flag transactions with missing or incorrect information that may impact your tax calculations or portfolio.
There are three types of flags:
- Missing price history: The value of an asset is unknown and requires your confirmation.
- Insufficient quantity: There is a missing or inaccurate transaction history for a wallet or exchange.
- Missing balance: You withdrew more than you deposited from a staking, lending, or liquidity protocol.
Select an issue above for troubleshooting steps to ensure your tax calculations and portfolio are accurate and compliant.
Tip: To reconcile flagged transactions, use a desktop browser, as mobile browsers or the mobile app may lack full functionality.
How these notifications appear
From the Transactions page:
- An alert indicator marks transactions that need review.
- Expand the transaction to see details about the specific error and click the indicator for more information.
- Use the Status filter to select Needs review or filter by specific flag type.
From the Taxes page:
The Transaction summary on the Taxes page, shows Needs Review transactions for the selected tax year. Select a flag type to view a filtered list of transactions with that flag.