How do I edit a transaction?

Common scenarios in which you may want to edit a transaction and how to do so.

Morgan avatar
Written by Morgan
Updated this week

Sometimes after importing your transactions, you might need to edit one or more of your transactions. Common scenarios in which this may be necessary include:

  1. Marking a token as an Airdrop

  2. Duplicated Transactions

  3. Marking Self-Transfers

  4. Marking Lost and Stolen Coins

  5. Editing Transactions to Fix Sell Without Buy (cost basis) Errors

Step-by-Step Instructions to Edit a Transaction:

Step 1: Navigate to the Transactions tab at the top of your account.

Step 2: Make sure you are toggled to the New UI.

Step 3: Using the filters at the top of the Transactions page, find the transaction(s) you wish to Edit. Once you've found the transaction you'd like to Edit, click the three dots to the right of the transaction. For more information on how to filter your transactions, check out this article.

Step 3: Once you've click the three dots, you can change the label of the transaction type as appropriate. If you need to change the Code (i.e. token symbol) in the transaction or change the USD values in the transaction, you can do that by selecting Edit.

Step 4: Once you've made changes to your transactions, you'll want to be sure to rerun your tax calculation to update your account and tax forms with the changes made. Check out our Tax Calculation article for instructions on how to do this.

Notes:

  • If you have a transaction(s) that you essentially want to remove and not be included in your tax calculation, you can mark those transactions as Ignore. Additionally, if you want to remove an entire source that you have imported into your account, you can do that as well. Check out our article on Removing Transactions for instructions on both of these.

  • If you find a duplicate transaction, you can mark it as Ignore. You will want to be sure that there are not other duplicate transactions from that source.

Video Walkthrough:

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