Why aren't manual edits reflected on my Dashboard & Performance page?
This guide provides insights into the discrepancies you might notice between manual edits and the data displayed on your Dashboard and Performance pages when managing your cryptocurrency portfolio with CoinTracker.
Note: If you've just synced a wallet or exchange, there might be a short delay before the data appears on the Dashboard or Performance pages.
How do manual edits impact display and calculations?
Manual Edits to Synced Wallets
Synced wallets may include exchange integrations added via API Key/OAUTH, or blockchain wallets utilizing an xPub, ENS, or public address. The values in these wallets are updated automatically as CoinTracker fetches data from blockchains and exchange partners, ensuring the accuracy of your portfolio and transaction history.
When you make manual edits to a synced wallet, these changes update the calculated wallet value and are reflected in your tax reports and Tax page. However, these edits will not appear on your Dashboard, Performance, or individual wallet pages.
Manual Edits to Non-Sync Wallets
Non-sync wallets can be set up by importing a CSV file or manually adding transactions to the 'Other transactions' wallet. The values in these wallets are updated only when you manually modify the data, either by adding or editing transactions manually or via CSV.
Manual edits to non-sync wallets will be reflected on the Dashboard, Performance, and Wallet pages. These changes also update the calculated wallet value, which is included in the overall portfolio value calculations.
Summary of What's Displayed and Excluded on Your Dashboard & Performance Pages
Displayed on Your Dashboard & Performance Pages
- Reported values from your exchanges and wallets.
- Values calculated from your wallets imported via CSV.
- Values calculated from transactions manually added or edited to imported wallets or "Other transactions".
Excluded from Your Dashboard & Performance Pages
- Values from transactions manually added or edited on synced wallets.
- Fiat or cash balances for synced wallets and exchanges, as CoinTracker focuses on digital assets.
- Negative value balances for both synced and non-sync wallets.
Additional Resources
For more detailed information on how portfolio values are calculated, refer to our comprehensive guide: Understanding Balance Difference Issues: 'Reported' and 'Calculated' Values.
Why aren't manual edits reflected on my Dashboard & Performance page?
Note: If you've just synced a wallet or exchange, there might be a short delay before the data appears on the Dashboard or Performance pages. Please bear with us as it processes.
Synced wallets vs non-sync wallets
There are two types of wallets you can add to CoinTracker:
- A synced wallet is either an exchange integration added via an API Key / OAUTH or as a blockchain wallet such as an xPub, ENS, or public address.
- Values in synced wallets are automatically updated as we fetch data from the blockchain and our exchange partners to maintain the accuracy of your portfolio and transaction history.
- A non-sync wallet, is either an imported wallet created by uploading a CSV file or a manual transaction added to the ‘Other transactions’ wallet.
- On the other hand, values in non-synced wallets can only be updated when you manually make alterations, such as adding or editing transactions either manually or via CSV.
What happens when you make manual edits to a synced wallet? Non-sync wallets?
Manual edits made to synced wallets update a users calculated wallet value and are reflected on your tax documents and in the Tax Center pages. However, these edits are not reflected in the Dashboard, Performance, or wallet page.
Manual edits to non-sync wallets are reflected on the Dashboard, Performance and Wallet pages. These edits update a users calculated wallet value which is included in the portfolio value calculations.
🔍 You can read more about how our portfolio values are calculated in this article: Understanding portfolio, reported, and calculated values.
Let’s review how manual edits on synced and non-sync wallets effect our portfolio and wallet values:
Let’s also review how manual edits such as ignoring a transaction on synced and non-sync wallets effect our assets list on the Dashboard page:
Summary
What's Displayed on Your Dashboard & Portfolio:
- Reported values from your exchange and wallets
- Values calculated from your imported wallets via CSV
- Values calculated from transactions manually added or edited to imported wallets or “Other transactions”
- Note: Non-sync wallet transactions tagged as "Ignore" will be removed from the Dashboard and be reflected in tax calculations or reports.
What's Excluded from Your Dashboard & Portfolio:
- Values calculated from transactions manually added or edited on synced wallets
- Fiat or cash balances for synced wallets and exchanges
- CoinTracker emphasizes your digital assets, so fiat balances in wallets or exchanges aren't counted in balances or calculations.
- Negative value balances for synced and non-sync wallets