The recommended approach for importing your complete transaction history is to use API or download a file directly from the platforms and wallets you have used to trade crypto. However, in some cases it is necessary to import transactions into CoinLedger manually. If you have many transactions that need to be imported manually, our manual CSV template is the best option - but if you have just a few transactions to import, you can enter them directly in-app by following the steps below.
In some other cases, you may choose to delete or ignore a transaction. That process is also detailed in this guide.
Jump Ahead
How to manually add transactions in CoinLedger
You can manually add transactions one-by-one from the Transactions page in CoinLedger.
Step 1
Navigate to the Transactions page and click Add Transaction. The Add Transaction menu will now pop up on your screen.
Step 2
First, select the type of transaction you would like to add to your account under Classification. You can search for a specific transaction type here or scroll down through the full list of transactions.
π‘TIP: Below each transaction type you'll find a brief definition.
Once you've selected your transaction type, click Next.
Step 3
Next, you'll need to enter the Timestamp for the transaction (in UTC time) as well as the Source Account (or wallet) where the transaction occurred.
You can select the date and time manually by scrolling to your desired month, day and year or by typing it in directly on the timestamp field. Once you have entered a timestamp and picked the source account for your transaction, click Next.
π‘ TIP: Be sure to use the UTC date and time for your transaction.
Step 4
Now you will need to enter the assets (or coins) you are sending and/or receiving in this transaction.
CoinLedger will show you which fields you need to fill out in this step depending on the transaction type you selected. For example, Trade, Buy, and Sell transactions all require one sent asset and one received asset, while income transactions like Staking require one received asset. Below is an example of what CoinLedger will show you for a Trade transaction.
Be sure to follow these guidelines when entering your Asset Details.
Here are some more examples of what this feature looks like in action.
Here are some more examples of what this feature looks like in action.
Since I selected Trade as my transaction type, CoinLedger is asking me to add one Received Asset and one Sent Asset to the transaction.
However, if I selected Income as my transaction type, it would indicate that I only need to add a single Received Asset and NO Sent Assets.
For an outgoing transaction such as a Withdrawal, on the other hand, I only need to enter a single Sent Asset and NO Received Assets.
Be sure to follow these guidelines when entering your Asset Details.
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π‘ TIP: You do not need to manually set a price for your assets as CoinLedger will automatically set the correct price for you.
Once you have entered the asset(s) and amount(s) in the required fields, continue on to the final step by hitting Next.
Step 5
Finally, you have the option to add any Fees you paid in this transaction. Once you have entered all of the necessary information for this transaction, press Save.
Your transaction has now been added to your account. You can locate this transaction by filtering for Manual transactions on the Transactions page.
How to delete or ignore transactions in CoinLedger
In some cases, you may choose to delete or ignore a transaction. Please note that deleting a transaction is irreversible and CoinLedger cannot recover data for you once it has been deleted.
On the other hand, ignoring a transaction will simply remove it from being included in your tax report's calculations. An ignored transaction can be unignored and included in your tax report.
Step 1
To delete a transaction, navigate to the transaction in question and then select the three dot menu as shown below. Then, press Delete.
This process is the same for ignoring transactions.
Step 2
If you're deleting a transaction, confirm that you would like to do so.
When you ignore a transaction you can always recover it by filtering for Ignored transactions on the Transactions page, and then choosing to Include the transaction in your tax report.
You can delete multiple transactions at once (or in bulk) by selecting the check box icon next to each transaction you would like to delete and then pressing Delete from the menu at the bottom of your screen.
After confirming on the subsequent pop-up menu, your selected transactions will be deleted. Remember that deleting a transaction is irreversible and data cannot be recovered once it's deleted.
This process is the same for bulk ignoring transactions, except ignored transactions can be unignored and re-included in your tax reports. Check out the video below for a demonstration of this process.
If you have any questions feel free to reach out to our Customer Support team!