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How to Add or Delete Single Transactions In-App
How to Add or Delete Single Transactions In-App

Manually add or delete transactions in-app

David Kemmerer avatar
Written by David Kemmerer
Updated over 9 months ago

The recommended approach for importing your complete transaction history is to use API or download a file directly from all platforms where you transacted. However, in some cases it is necessary to add additional transactions manually, either by creating a CSV file or entering the transactions in-app. In some other cases, you may choose to delete or ignore a transaction.

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 you can enter them directly in-app according to the steps outlined in this guide.

Finally, single transactions can be deleted or ignored. Learn more about that process below.

Adding a Single Transaction to an Existing Import Source

1. Select the platform and open up the Add Transaction view

From the Import stage select the platform where you want to add the additional transaction and then click Add Transaction.

2. From the Classification dropdown menu select the transaction type

3. Add the data for the transaction

Enter the Timestamp in UTC time as well as the assets involved in the transaction, and then select Save.

Note - Different assets are required depending on the transaction type. For example, Trade, Fiat Buy, and Fiat Sell transactions all require one Sent asset and one Received asset. Income transaction from Staking, Interest, and Airdrops require one Received asset. Each transaction type has the asset requirements displayed at the top. Once all requirements for the transaction have been entered they will be highlighted in green.

Adding a Single Transaction to a New Manual Import Source

1. Create a new manual import tab

From the Import stage select Add Account.

Then pull up a new Other Account tab. This will create a new manual import source.

Tip: Editing the name of this new import source will make it easier to review the transactions later on.

2. Select Add Single Transaction and then choose the transaction type

From here you can enter the Timestamp, Classification and Asset(s) for the transaction, and press Save once the process is completed.

Note - After saving one transaction, you can continue to add more manual transactions to the same import source.

The following videos show examples for importing each transaction type.

Adding a Trade

Trades include all fiat buys, fiat sells and crypto-to-crypto trades.

Adding a Deposit

Deposit transactions include airdrops, interest, staking, mining, hard forks, incoming gifts and any other crypto income earned. Follow these steps above for each of those transaction types.

Adding a Withdrawal

Withdrawal transactions include outgoing gifts, interest payments, theft loss, casualty loss, and investment loss. Follow these steps above for each of those transaction types.

Deleting or Ignoring Transactions

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.

If ignoring a transaction, remember that you can always recover it by filtering for Ignored transactions on the Review page, and then choosing to Include the transaction in your tax report.

Bulk Deleting & Ignoring Transactions

Step 1

You can bulk delete transactions in your CoinLedger account by selecting the square icon on a transaction itself (located next to the date/time). Repeat this for each transaction you'd like to delete.

Then, from the menu at the bottom of your screen, select Delete.

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.

If you have any more questions feel free to reach out to our Customer Support team!

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