What are Needs Review transactions?
'Needs Review' notifications are flagged for any transactions with missing or incorrect information that may impact your tax calculations or portfolio.
There are 3 different flags that are collectively referred to as 'Needs Review':
Understanding the impact of your 'Needs Review' transactions and resolving the issues causing the flag, will ensure that your tax calculations and portfolio are accurate, up-to-date, and compliant with regulations.
Types of Needs Review Transactions
There are three different types of 'Needs Review' transaction indicating different issues:
Missing price history
CoinTracker may be missing price history for fungible and non-fungible tokens. This flag is commonly seen when CoinTracker does not have the cost basis for a DeFi and NFT token transactions or in cases where CoinTracker does not track the full price history for a token.
See our guide for resolving 'Missing price history' errors: How to Resolve Transactions With 'Missing Price History'
Insufficient quantity
The transaction history for the wallet or exchange is missing or inaccurate transactions in CoinTracker.
See our guide for resolving 'Insufficient quantity' errors: How to Resolve Transactions With 'Insufficient Quantity'
Missing balance
When you withdraw a deposit from a staking, lending, liquidity protocol but the quantity withdrawn exceeds the quantity deposited.
See our guide for resolving 'Missing balance' errors: How to Resolve Transactions With 'Missing Balance'
Where do I find Needs Review transactions?
You can access your transactions needing review in a few different locations.
For best results, please use a desktop browser to reconcile 'Needs Review' flagged transactions instead of mobile web browser or the mobile app.
From a Transaction
You will see a yellow alert indicator on any transaction that needs review. If you expand the transaction, you will see a second indicator on the specific part of the transaction that is causing the error to appear.
If you click the indicator within the expanded view, you will open a message with more information about the error.
From the Transactions Page
Filter your Transactions page using the Status toggle and selecting 'Needs review' or click here if you are logged in. You can also click the down arrow and select the three types of individually.
From the Taxes Page
The 'Transaction history' section of the Taxes page will show if you have Needs Review transactions for the selected tax year. You can click on the flag type to be taken to a filtered view of transactions with that flag.