CoinLedger makes the process of doing your crypto taxes easy by integrating your complete transaction history into one centralized ledger. On the Transactions page, we offer several tools which allow you to filter these transactions by exchange account, asset, timestamp, transaction type and more. Learn more about CoinLedger's Filters tool below.

Step 1

Head to the Transactions page in CoinLedger. Next, navigate to the Filters section on the right side of your screen. Here you can filter your transactions 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 2

Now, you can begin sorting your transactions by different categories, including date range, asset, transaction type and more.

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.

Here are some ways you can utilize the Filters tool to sort through your transactions.

If you want to review all transactions containing a specific asset, you can easily do so using the Filters tool. First, select the asset you would like to filter for by clicking the Select Assets button.

Next, search for the asset. Make sure to select the appropriate tab depending on the type of asset you are looking for. For example, if you are looking for a Fiat asset, select the Fiat tab. Select the NFT tab if you are filtering for for an NFT. All other crypto assets will appear under the Crypto tab.

Once you've located the correct asset, select it - now, all of your transactions containing that asset will be displayed on the Transactions page.

You can filter for additional assets by clicking on the tab again and searching for them.
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If you want to review all transactions in a given time period, you can do so using the Date Range tool. 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.

You can also filter by tax year if you'd like to quickly review all the transactions that occurred in a specific year. You will see each tax year that you have imported data for appear below the Date Range tool. To review all transactions for that year, select your desired tax year.

Note: if you don't have any imported data from a certain tax year, then it will not appear here. For example, I have not imported any data from 2020 into my account, so that year is not an option on the tool shown above.

Finally, you can sort your transactions in Ascending or Descending order at the top of the Filters menu.

If you want to review all transactions that occurred in a specific exchange, wallet or blockchain account, you can do so using the Accounts filter.

Click Accounts and then search for the exchange, wallet or blockchain you would like to filter for. You can filter for multiple accounts at one time.

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.