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Frequently asked questions
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+2
33 articles in this collection
Written by
Patrick Larsen,
Morgan,
Chris Hwang
and 2 others
How can I get a backup of all of my transactions?
Download All Transactions and Snapshots are great ways to make sure your data is backed up
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Written by
Morgan
Updated this week
How can I review past support chats?
Log in to ZenLedger and review old chats
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Written by
Morgan
Updated this week
What do I do if my exchange has closed to customers in my country?
Most exchanges will allow you to log in to retrieve your records, or you can mark your holdings as a complete loss if irretrievable.
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Written by
Morgan
Updated this week
Snapshots Feature
How to create a save point in your transaction history and restore a previous version of ZenLedger.
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Written by
Morgan
Updated this week
Resolution Center
How do I use the Resolution Center to help with missing sources and self-transfers?
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Written by
Morgan
Updated this week
Do you support Robinhood?
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Written by
Morgan
Updated over a week ago
Can I make an appointment for assistance?
We offer free quick phone calls by appointment, as well as expert assistance to help you complete your reports.
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Written by
Mike Palmer
Updated this week
Getting Started with ZenLedger
How to import exchanges, wallets, custom CSVs, and manual entries to create a complete crypto tax report.
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Written by
Morgan
Updated this week
How do I manually enter transactions?
When there are only one or two manual transactions, this entry method can be faster than the Custom CSV
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Written by
Mike Palmer
Updated this week
How do I sort and filter my transactions?
Can I see transactions broken down by exchange, date, or token?
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Written by
Morgan
Updated this week
My reports are still calculating
Why are my reports still not available?
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Written by
Morgan
Updated this week
Contact ZenLedger Support
By far the best customer support in the industry! We're here to help.
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Written by
Chris Hwang
Updated this week
How can I run fresh reports?
To run fresh reports, follow these steps!
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Written by
Chris Hwang
Updated this week
How do I create a custom CSV?
Use a custom csv for unsupported wallets and exchanges.
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Written by
Chris Hwang
Updated this week
About ZenLedger
ZenLedger.io
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Written by
Morgan
Updated this week
Getting Started
Glossary
Key terms and definitions
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Written by
Morgan
Updated this week
ZenLedger Navigation
Navigating & Using ZenLedger
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Written by
Angel
Updated this week
Why do I need to load up 2017 or 2018 transactions? I only want my 2019 tax return.
Written by
Patrick Larsen
Updated over a week ago
How to use the Tax Loss Harvesting Report
Written by
Patrick Larsen
Updated this week
Mark Self-Transfers
I sent coins from one of my wallets/exchanges to another, how can I show it as non-taxable in ZenLedger?
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Written by
Morgan
Updated this week
TurboTax Online and Premium upload
How to get your 8949 for Turbo Tax
Written by
Patrick Larsen
Updated this week
How To Change Your Time Zone in UTC?
Written by
Patrick Larsen
Updated this week
Importing/Uploading Transactions
Trezor Wallet Import
How to export CSVs to import your Trezor HD wallet into ZenLedger?
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Written by
Morgan
Updated this week
Ledger Wallet Import
Import Ledger wallets with Ledger Live.
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Written by
Morgan
Updated this week
How do I upload MyEtherWallet (MEW)?
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Written by
Morgan
Updated over a week ago
EOS Wallet Import
Written by
Patrick Larsen
Updated this week
How do I generate an API key on Coinbase?
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Written by
Morgan
Updated this week
Technical Support & Troubleshooting
Transactions Based on Accounts and Transactions Based on Sources
Two ways to look at your Imported History
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Written by
Morgan
Updated this week
Fixing Issues: Incoming, Outgoing, Needs Review
Written by
Patrick Larsen
Updated this week
What do I do if the tokens are worthless now, lost, stolen, or a scam?
Written by
Patrick Larsen
Updated this week
How do I remove duplicates?
If you find duplicates, you can remove them either at the source, or individually.
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Written by
Angel
Updated this week
Troubleshooting: Sell Without Buy
What does an SWB error mean & how do I fix it?
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Written by
Morgan
Updated this week
How do I edit or delete a transaction?
Common edit scenarios and when to delete a troublesome transaction.
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Written by
Angel
Updated this week