Allow manual transactions on synced wallets/exchanges to reflect on Portfolio, Dashboard, Wallets
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
please keepme updated on the progress. Of course I will know when I seee all of my assets properly acccounted for.
We have a first version of this change that we're currently testing for bugs.
If you'd like to opt-in to the change early and help us test it, please fill in this quick form: https://docs.google.com/forms/d/e/1FAIpQLSfNJ2VieOMCmawjt-3rcvK4Do_gZzLSFNOQhv7HkbIIVUJZkA/viewform
We'll then enable the change, and can work through any issues you find directly.
A change like this needs a lot of testing, so we really appreciate anyone who can help out.
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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.
Jami: It's great that you're thinking about solving the manual transaction issue as it relates to balances - however, there is a bigger problem around manual transactions that I've put in tickets about previously but have never heard back about. Since the recent software upgrade, a large number of my manually entered transactions are now riddled with errors flagging missing information. I've also noticed some transactions that have been erroneously duplicated or triplicated, and some even have wildly incorrect cost bases now. All of these transactions were fine before the recent software upgrade. So it would be great if you could address the broader issue with manual transactions in general on the platform before worrying about the portfolio balance.
Currently I have about 0% confidence that Cointracker will be able to calculate an accurate tax report for TY2022...
Jami: This is great news. In fact, it already seems to be working with regards to my manual transactions. Thanks for getting to this!
I'd rather stick a fork in my eyes than deal with the CSV conversion required to upload to your system. Not user friendly at all.
CT-2qkAMb1X: It's a nightmare. Atomic wallet .csv imports used to be seamless, now I have to work a 2nd job as a data entry guy converting them all because CoinTracker decided to remove a feature that WORKED PERFECTLY.
I am looking to be able to add old purchases from platforms which no longer serve crypto to update my cost basis. Current manual purchases entered are duplicating my current assets. I am only trying to add cost basis. Thank you
I would be in favor of allowing manual transactions entered in my Tidex exchange to be included in the Portfolio page.