Allow manual transactions on synced wallets/exchanges to reflect on Portfolio, Dashboard, Wallets
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The current behavior is that manual transactions on auto synced wallets/exchanges aren't reflected on Portfolio pages.
Users who add manual transactions will find that these transactions are not taken into account in several areas:
• Portfolio totals are not correct.
• The total for the asset on the dashboard is not correct.
• If all transactions for the asset are created manually, it will not be listed under "Your Assets" on the dashboard.
• Manual transactions do not affect the balance for the wallet.
• If all transactions for the asset are manual, the asset will not show when selecting the wallet under Wallets> Wallets.
•Custom currencies and manual changes to map a transaction to the correct coin do not correct the dashboard.
•Further confusion is caused by the fact that manual transactions do affect the number that is displayed for the number of transactions in a specific wallet.
This happens because when the wallet/exchange is synced, CoinTracker pulls the balances directly from the wallet via the API only, ignoring manual transactions.
We understand that users may expect manually added transactions to affect their account the same way that the synced transactions do. Please note that this applies to manual transactions only. Wallets/transactions imported via CSV will show correctly on wallets, portfolios, and the dashboard.
This issue only affects only the figures seen on the portfolio and dashboard pages and when looking at the balance on individual synced wallets. Tax calculations will still be correct.
If you would like to work around these issues with manual transactions, you could remove the synced wallet and import all transactions for that wallet via our generic CSV import: https://support.cointracker.io/hc/en-us/articles/4413071299729
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Matt - CoinTracker
complete
As of today, every CoinTracker user will see manual/edited transactions reflected across their account. For more details and FAQ/troubleshooting tips, please see our guide here.
Matt - CoinTracker
Hi everyone! We want to share a progress update for this calculated portfolio balance upgrade.
As of today, everyone in the following groups will have this upgrade on their accounts:
- All US, Canada, and Australia users who do not have margin trading transactions
Our next groups to rollout:
- UK users
- All other countries
- All Margin users
For more details and an FAQ/troubleshooting tips, please see our guide here.
For feedback on this feature, please create a new feedback post for our team to review here.
Thank you!
Matt - CoinTracker
in progress
Hello everyone!
We have begun to roll out this upgrade to US users now and will continue over the coming weeks.
For more details on the upgrade and how to see if you have the upgrade, check out this guide:
We will be updating this feedback post as we continue the rollout to all users.
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Jami - CoinTracker
Jami - CoinTracker
We have a first version of this change that we're currently testing for bugs.
A change like this needs a lot of testing, so we're rolling it out slowly.
Thanks for your patience.
Jami - CoinTracker
in progress
Hey all, quick update here.
Our team is working on making sure balances take manual and ignored transactions into account, and hope to start rolling out soon.