Here are some troubleshooting steps for issues in your transactions and tax reports.
First, you can always ask us for help by opening up the chat dialogue box on the bottom right, or emailing us at firstname.lastname@example.org. We're happy to help.
Here is a video walkthrough of the troubleshooting process:
Make Sure all of your Transactions are Uploaded
Before worrying about your capital gains numbers or taxable events, please first make sure that all of your exchange and wallet transactions are loaded into the system. That is the first and most important step. Only after this is complete can we properly troubleshoot.
Edit a Transaction
You can edit a Transaction by going to the "Transaction Tab", then finding a transaction you want to edit. Click on the Green down arrow to the right of the transaction and you can make edits.
You may want to change a "Buy" or "Incoming" to a "Self Transfer".
In your Transactions tab, you will see "Deposits", "Withdrawals" and "Needs Review".
You can investigate these tabs for transactions that you may want to edit.
If you see a lot of random coins in here that need USD prices, you can likely ignore these as they are airdrops that are now worthless.
However, if you see a BCH fork in there, that is likely to impact your taxes and you should fix errors like that.
Grand Unified Accounting
Our grand unified accounting spreadsheet offers a lot of transparency into your transactions.
A useful way to troubleshoot is to go to the "Incoming" or "Outgoing" tabs (look on the bottom of the spreadsheet) and see what transactions are listed there.
If you see any that you would like to edit, you can see the date, amount, coin, and exchange for the transaction.
Use that to find the transaction in the Transactions tab of the app and make your edits.