When you edit a transaction in CoinTracker, your edits always update your tax calculations — but whether they change your Portfolio and Performance pages depends on the wallet type. This article explains where your manual edits take effect and why.
Where manual edits show up
Manual edits affect different pages depending on how the wallet was added to CoinTracker.
| Wallet type | Taxes page and tax forms | Portfolio and Performance pages |
|---|---|---|
| Auto-synced (API key, exchange sign-in, public address) | Edits apply | Edits don't show |
| CSV-imported and Other Transactions | Edits apply | Edits apply |
Note: Newly added wallets may take a short time to sync before any of their data appears on the Portfolio and Performance pages. If your edits aren't showing yet, wait for the initial sync to complete.
Reported vs. calculated values
CoinTracker tracks two kinds of values, and each page uses one or the other.
- Reported values come from your exchange or blockchain at the time of the last sync. Manual edits in CoinTracker don't change what the exchange or blockchain reports.
- Calculated values are CoinTracker's running total across your full transaction history, including manual edits and ignored transactions. Tax reports always use calculated values.
For auto-synced wallets, the Portfolio and Performance pages show reported values, which is why your manual edits don't appear there. For CSV-imported and Other Transactions wallets, there's no exchange to report a value, so those pages fall back to the calculated value — which does include your edits.
Read more about why your reported and calculated values may differ.
If you run into any trouble, please don't hesitate to reach out to our support team via Chatoshi for help.