Bugs

Users may experience: creating or editing a transaction manually to create a transfer classifies the transfer as trades. Here is an example transaction of the misclassified transaction created for testing. For users that may report similar behavior! view larger Expected behavior: Transactions that have equal incoming and outgoing values should be classified as Transfers and not trades. As a user, what should I do? No action is needed at this time, our team will update this post once a fix is deployed! Users who are seeing capital gains on these transactions categorized as trades can mark the transaction as Non-taxable until these transactions are correctly categorized. Review our guide on editing transactions for full instructions. view larger How can users provide feedback? You can 🔼 upvote this forum post to indicate you are experiencing this behavior. The post status will be changed to Complete once a fix is rolled out to all users. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly . Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience! Keyword: transfer, trade, edit transaction

Users may experience: Marking transactions with multiple in or outflows as a transfer causes the cost basis to break. - - Expected behavior: Transactions with multiple in or outflows should be marked as a transfer without causing issues with the cost basis calculation. As a user, what should I do? Users can delete the manual edits (to remove the mark as transfer) on transactions with multiple in or outflows for the time being until we have addressed the issue. How can users provide feedback? You can upvote this forum post to indicate you are experiencing this behavior. The post status will be changed to Complete once a fix is rolled out to all users. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly . Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience! Keywords: transfer, cost basis, multiple inflows, multiple outflows

Users may experience: As a user, I would expect to be able to review all of my transactions on the Transactions page in CoinTracker. However, when attempting to load the Transactions page where there is a large transaction (usually transactions with hundreds of entries) I am met with an "Oops! This is unexpected." error message. As a user, what should I do? Please reach out to our support team for additional assistance! How can users provide feedback? You can upvote this forum post to indicate you are experiencing this behavior. The post status will be changed to Complete once a fix is rolled out to all users. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly . Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience! Keywords: oops, transactions, page error

Users may experience: Users are unable to download the transactions history CSV from the transactions page. Expected behavior: Users should be able to download their transactions history CSV from the transactions page. As a user, what should I do? Users with a paid plan can download their transaction history from the Tax Center . Free users will need to stand by for a fix. How can users provide feedback? You can upvote this forum post to indicate you are experiencing this behavior. The post status will be changed to Complete once a fix is rolled out to all users. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly . Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience! Keywords: download, CSV, transactions, history

Users may experience: When filtering by "Lending withdrawal" on the Transactions page users may see transactions from other categories Expected behavior: Users expect filters on the Transactions page only show the filtered transaction types. As a user, what should I do? Users can hang tight! Our team is investigating this behavior. How can users provide feedback? You can upvote this forum post to indicate you are experiencing this behavior. The post status will be changed to Complete once a fix is rolled out to all users. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly. Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience! Keyword: filter, lending withdrawal, transactions page, filters not working

Users may experience: Transfer transactions within the same wallet are causing cost basis calculations to fail. Expected behavior: Transfers within the same wallet should not affect the cost basis calculations. As a user, what should I do? If your cost basis is failing and your account has transactions from "Other transactions" to "Other transactions" or transfers within the same wallet, please recreate the transaction with the appropriate wallets and delete the incorrect transfer. How can users provide feedback? You can upvote this forum post to indicate you are experiencing this behavior. The post status will be changed to Complete once a fix is rolled out to all users. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly . Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience! Keywords: transfer transactions, same wallet, cost basis failure

I transferred a bundle of NFTs through OpenSea between two wallets synced to a CoinTracker account. However these are being registered as a trade and messing up my cost basis tracking. I should be able to change these to transfers and have the cost basis be maintained.

Users Bug Report Users report that they are not able to filter by Category: Collect Rewards Users report that they are not able to select Collect Rewards when attempting to categorize their transactions Users report that their Collect Rewards transactions are being included in their Income: Other tax summary but when selecting the Other view, the view is only populating Category: Other income transactions and not including Collect Rewards transactions. As a user, what can I do? No action needed at this time, users can should be seeing Other income instead of Collect rewards, user can update any categorized transactions as Other income as an alternative. Users can review the transactions in the Transaction History CSV where they are categorized as "Type": Other_income You can upvote this feedback post to indicate you would like this feature added! The post status will be changed to Complete should we pursue this feature. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly. Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience! Keyword: Collect rewards, Other income, Other, tax summary, category, filter

Users may experience: Users report re-categorizing a transaction such as changing a Receive transaction to an 'Airdrop' transaction. In changing the category a manual tag is not applied to the transaction which in-turn does not allow users to filter or differentiate the manual changes to the transaction. Expected behavior: Users expect to see a manual tag applied to transactions that have undergone manual edits. As a user, what should I do? No action needed at this time. How can users provide feedback? You can upvote this forum post to indicate you are experiencing this behavior. The post status will be changed to Complete once a fix is rolled out to all users. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly . Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience! Keywords: edit transaction, category, manual edit

As a user, when I filter by a specific transaction type, in this case Receive, I expect the transaction populated to only include Receive transactions. User reports editing a Receive transaction to include an outflow of USD indicating a Buy transaction, after the edit is complete when they edit by Receive the Buy transaction is included in the filtered view. No material impact to user CoinTracker portfolio but visually inaccurate. We have escalated this behavior to our engineering team for review, we will update this post as we investigate this behavior. Thank you for your patience!