CoinLedger automates your crypto tax reports by integrating your complete transaction history from all your exchanges into one ledger. In order to help you sort through all your transactions, we've provided tools to help you filter your transactions by exchange account, asset, timestamp, and transaction type. This guide explains how to use these tools most effectively to review your imported data.
Sorting Imported Data Using the Transactions Page
Step 1
First navigate to the Transactions stage of the CoinLedger app.
Step 2
On the Transactions page, you will see the Filters section on the right side of your screen where you can filter by several different categories.
Note: If you don't see this Filter menu on the right side of your screen, click Filters and it will appear.
Step 3
Now, you can begin sorting your trades and transactions by different categories, including:
Accounts (i.e. the crypto exchange or platform where you transacted)
Assets
Date Range
Blockchain Address
Transaction Type
βAcquisition transaction types:
Fiat Buy, Trade, Incoming Gift, Income, Interest Income, Staking, Mining Income, Airdrop, Hard Fork
β
Taxable Disposal transaction types:
Fiat Sell, Trade, Payment, Investment Loss
β
Non-Taxable transaction types:
Deposit, Withdrawal, Outgoing Gift, Theft Loss, Casualty Loss
βNote: Visit this guide to learn what each of these terms means)
Accessibility Tip: If the transactions are too small to read on your screen, click the button circled below to make them easier to view:
Now, the size of your transactions should be larger and sorted by date, which makes for effortless reading and reviewing.
Examples
Here are two examples of situations where it might be useful to sort through your transactions using these filters!
Investigating a Missing Cost Basis Warning
If you see a Missing Cost Basis warning for a Solana transaction, you can type in "SOL" in the Asset section. Now, you can see a record of every Solana transaction that has been imported.
To drill in, even more, you can select by Transaction Type to display Fiat Buys or Trades. This will display the transaction where I acquired the asset. Likewise, you can select Fiat Sell or trade. This will display transactions where you disposed of the asset. Filtering with these options will provide a clearer picture of all the acquisitions and disposals for SOL, information that is helpful to investigate the Missing Cost Basis warning.
For more in-depth troubleshooting of Missing Cost Basis warnings, see the Troubleshooting tab outlined here.
Investigating transactions for a given time period
Maybe you're searching to fulfill a request from your accountant, or maybe you're just curious about your investment patterns. Under Date Range, you can filter through your transactions using a custom time period. In the example below, I filtered for all of my transactions from September 8th, 2023 to August 9th, 2024. I can select the dates manually by clicking on the start and end date boxes and scrolling to my desired month, day and year - or, I can click the start/end date boxes and type in the date I would like to filter for, as shown below.
Whenever you have selected the proper date range, hit Apply. Now, you're able to see all of your transactions for the custom time period you selected!
What if I want to clear the custom fields and start over?
If you think you've made a mistake or just want to reset your Transactions page back to normal, simply click Clear All in the right-hand corner of the Filters menu. The Transactions page will now revert back to its default appearance.
Have any more questions?
Reach out to our Support Team anytime, and we'll be glad to help!