How to edit transactions

You may need to manually edit transactions to reconcile differences between what is shown in CoinTracker and the actual state of your wallet or exchange. 

Accessing the Edit Transactions page

Users can navigate to any transaction on the transactions page, select More Actions […] to the right of the transaction and select the Edit transaction option.

Navigating the Edit Transactions page

When navigating within the transactions page, user will be able to:

• Edit the selected transactions date
• Add additional outgoing, incoming, and fee assets to their transaction
• Edit or ignore specific entries within a transaction

Let’s take a look at what the edit transactions page looks like 🔍

Edit Asset

1. Hover over the desired asset and select […] from the right side of the transaction.
2. Click Edit asset. This will prompt a modal where changes can be made.
3. Save your transaction if you want your changes applied!

Ignore Asset

1. Hover over the desired asset and select […].
2. Click Edit transaction
3. Select Ignore asset
4. Be sure to save your transaction if you want your changes applied!

Add outgoing assets, incoming assets, or transactions fees

Users can add additional assets to the incoming, outgoing and fees columns in their transaction:

1. Select the + Add… at the bottom of each of the transaction columns and add details
2. Be sure to save your transaction if you want your changes applied! 

NOTE: Some restrictions apply, we currently do not support NFT (non-fungible tokens) and unrecognized assets. Support coming soon!

Edit date

Users can edit the date of their transaction:

1. Select the ✏️  (pencil) icon next the assigned date and edit
2. Be sure to save your transaction if you want your changes applied!

Saving Changes

To ensure that edits are saved:

• Select the Save Transaction option at the bottom of the page.
  or
• Clicking back to transactions option will give the options to to discard or save your changes

There are cases in which we may not be able to save certain edits made to a transaction. Users may see the follow error message: Unable to save your transaction. Please review your edits and try again.

CoinTracker is planning on improving our error messaging in order to provide better guidance to users when they encounter issues saving certain edits made to a transaction. We appreciate your patience as we continue to make improvements to our platform. Please leave any feedback related to updated edit transactions page on our Canny forum post here: Feedback: Updated Edit Transactions.

Undoing Changes

Users can undo individual entry edits from the edit transaction page and remove all manual edits for an edited transaction from the transactions page.

Undoing individual asset edits

Enable asset

Users can un-ignore assets:

1. Hover over the asset from the edit transactions page and select the […].
2. Select Enable asset.

Delete asset

Users can delete manually added assets:

1. Hover over the asset from the edit transactions page and select […]
2. Select Delete asset 

Delete manual edits

Users can delete all manual edits made to a transaction:

1. From the Transactions page, navigate to the edited transaction
2. Select […] from the menu on the right side of the transaction.
3. Select Delete manual edits.

Please leave any feedback related to updated edit transactions page on our Canny forum post here: Feedback: Updated Edit Transactions or reach out to our support team directly!