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How to edit a transaction

If a transaction in CoinTracker doesn't match what actually happened in your wallet or exchange, you can edit it to reconcile the difference. Edits let you fix an asset, ignore an entry, add a missing asset, change the date or category, and undo any edit you no longer want.

Open the Edit transaction page

  1. Go to the Transactions page in CoinTracker.
  2. Select the [...] icon next to the transaction you’d like to edit.
  3. Select the Edit transaction option.

What you can edit in a transaction

You can edit several details of a transaction. Here’s what you can modify: 

  • Transaction date and time
  • Transaction category
  • Add additional assets: Add outgoing, incoming, and fee assets to a transaction
  • Edit or ignore specific entries: Choose to edit or ignore certain entries within a transaction.

Not every field is editable, and what you can change depends on the transaction category. Check which fields are editable for each category for the full breakdown.

If a Transfer transaction is flagged as Review suggested, an insufficient-quantity error is likely the cause, which can make cost basis show incorrectly.

Edit transactions

Once you’ve accessed the Edit transaction page, follow the below steps to make the desired changes.

Edit an asset

Editing an asset lets you change which currency an entry represents. This is how you fix unrecognized assets or assign the correct ticker to an entry.

  1. From the edit transaction page, select the [...] icon next to the asset.
  2. Select Edit asset.
  3. In the Currency field, enter the correct asset name or ticker.
  4. Select Apply changes.
  5. Select Save transaction to finish.

If the asset doesn't appear in the Currency field, add it as a custom currency first, then come back and edit the transaction.

Ignore an asset

Ignoring an asset removes it from cost basis and tax calculations without deleting the transaction itself. Use this when an entry was imported but doesn't represent something that actually happened.

  1. From the edit transaction page, select the [...] icon next to the asset.
  2. Select Ignore asset.
  3. Select Save transaction to finish.

Add outgoing assets, incoming assets, or transactions fees

You can add additional assets to the incoming, outgoing, and fees columns of a transaction. Note that some restrictions apply, and we currently do not support NFT (non-fungible tokens) and unrecognized assets.
 
Follow these steps:
  1. From the Edit transactions page, choose a transaction to add details.
  2. Select Add + at the bottom of each of the transaction columns to make changes.
  3. Select Save to apply your changes.

Undo manual edits

You can reverse an individual edit or remove every manual edit on a transaction at once.

Enable an ignored asset

  1. On the edit transaction page, select the [...] icon next to the ignored asset.
  2. Select Enable asset.
  3. Select Save transaction to finish.

Delete an asset you added

If you've manually added an asset, you can manually delete the added asset by doing the following:

  1. On the edit transaction page, select the [...] icon next to the asset.
  2. Select Delete asset.
  3. Select Save transaction to finish.

Delete all manual edits on a transaction

This reverts the transaction to its original imported state and removes every manual edit at once.

  1. Go to the Transactions page in CoinTracker.
  2. Select the [...] icon next to the transaction with manual edits.
  3. Select Undo manual edits.

If you can't save your changes

Double-check the values you entered and try saving again. If the same error keeps happening, reach out to our support team for help. 

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