This guide covers how the amount of transactions in your account impacts the price of the CoinTracker plan at purchase or whether you will need to upgrade.
For detailed information on pricing and plans: CoinTracker Plan and Pricing
For instructions to purchase a plan: How to purchase a CoinTracker plan
How do transaction counts impact CoinTracker plan cost?
CoinTracker plans are priced based on the number of transactions completed in the last calendar year. A CoinTracker plan grants access to capital gains and losses insights, as well as all available tax reports for the year of purchase and all preceding tax years.
CoinTracker plans automatically renew annually on the original purchase date, ensuring continuous access to upcoming tax reports. The cost of the renewal will be calculated on the number of transactions completed in the previous calendar year, so your plan may change if your transaction count is lower or higher.
Which CoinTracker plan do I need?
When selecting a plan, we automatically recommend the appropriate tier based on your previous year's transaction count. This information is displayed at the bottom of each plan option on the Subscription page.
Example: In this case, the total number of transactions is 457, but number of transactions counting towards the tier is 160, after excluding free staking transactions for the tier:
For a more detailed breakdown, click the 'i' symbol next to the transaction number. You can see that 297 staking transactions are not counting towards the plan tier or cost:
In this scenario, the user exceeds the Base plan limit and must purchase the Base+ plan. However, they also have the option to upgrade to the Prime or Ultra plan to access exclusive features, either during the initial purchase or by upgrading at any time later.
Why am I locked out of my plan and being asked to upgrade?
If you purchased the recommended plan and are later asked to upgrade, it indicates that your transaction counts have changed since your purchase. This can happen for a few reasons:Addition of
Previously Unaccounted Transaction History:
For example, adding a forgotten wallet with transactions from the previous calendar year can push your transaction count beyond the initial plan limit.
Incomplete Syncing of Transactions at Purchase:
If you added wallets immediately before purchasing, we might not have fully synced all your transactions at that time. Once the sync is complete, the increased transaction count may exceed your current plan's limit.
In such cases, an upgrade to a higher tier is necessary.
How Upgrade Charges Work
While it might seem like double billing, you are only charged the difference between the two tiers upon upgrading. The sum of all plan payments aligns with the correct tier based on your final transaction count for the previous calendar year.
Example:
- In January 2024, Frances uploads her 2023 transactions to CoinTracker, totaling 200 eligible transactions. She opts for the Base plan at $59, suitable for 100-250 transactions.
- Realizing a discrepancy in her tax calculations, Frances adds a forgotten wallet with 60 transactions from 2023.
- Her updated transaction count for 2023 is now 260, exceeding the Base plan’s limit. Frances needs to upgrade to the Base+ plan, designed for 250-1000 transactions.
- Prompted to upgrade at $99, Frances only pays the additional $40, having already paid $59 for the Base plan.