CoinTracker allows you to freeze and unfreeze transactions, ensuring your transaction history stays the same after reconciling a tax year. While CoinTracker may update your transaction history based on edits you’ve made or product improvements, freezing prevents unwanted changes after your tax forms are generated.
Important: This feature is rolling out gradually. If you don’t have access yet, check back within the next few weeks.
What freezing prevents
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While transactions are frozen, you can’t:
- Edit transaction details (amounts, dates, etc.)
- Edit cost basis method or tracking
- Delete or add transactions
- Merge or split transactions
To make changes, you’ll need to unfreeze transactions first. Skip freezing if you frequently edit transactions and want to avoid freezing/unfreezing multiple times. Otherwise, freezing is recommended.
How it works
- You can’t currently freeze a specific year.
- Freezing applies to all transactions up to the end of a tax year. For example, if you want to freeze your 2024 transactions, all transactions up until 2024 will be frozen.
Steps to freeze transactions
- Go to the Taxes page.
- Select the tax year from the dropdown menu to freeze transactions up to.
- Click Get started in the freezing transactions banner.
- Review the details, then click Freeze to confirm.
Depending on your transaction volume, freezing can take some time. Check the status panel for updates on the progress of the freeze.
Troubleshoot freezing issues
Check review suggested transactions before freezing
It’s best to review and edit transactions marked as review suggested before freezing, as you won’t be able to edit them afterward without unfreezing. If you unfreeze transactions to edit details, your past tax calculations may change.
For details on how to resolve review suggested transactions, check out this article.
Can’t freeze your transactions
- Check if a freeze is already in progress. Large transaction volumes may take time to process.
- Make sure you’ve selected the desired tax year to freeze. You can only freeze transactions up to the most recent year.
- If the issue persists, try refreshing the page or signing out and back in.