Support

Frequently asked questions

+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

Written by Morgan
Updated over a week ago

How can I review past support chats?

Log in to ZenLedger and review old chats

Written by Morgan
Updated over a week ago

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.

Written by Morgan
Updated over a week ago

Snapshots Feature

How to create a save point in your transaction history and restore a previous version of ZenLedger.

Written by Morgan
Updated over a week ago

Resolution Center

How do I use the Resolution Center to help with missing sources and self-transfers?

Written by Morgan
Updated over a week ago

Do you support Robinhood?

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.

Written by Mike Palmer
Updated over a week ago

Getting Started with ZenLedger

How to import exchanges, wallets, custom CSVs, and manual entries to create a complete crypto tax report.

Written by Morgan
Updated over a week ago

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

Written by Mike Palmer
Updated over a week ago

How do I sort and filter my transactions?

Can I see transactions broken down by exchange, date, or token?

Written by Morgan
Updated over a week ago

My reports are still calculating

Why are my reports still not available?

Written by Morgan
Updated over a week ago

Contact ZenLedger Support

By far the best customer support in the industry! We're here to help.

Written by Chris Hwang
Updated over a week ago

How can I run fresh reports?

To run fresh reports, follow these steps!

Written by Chris Hwang
Updated over a week ago

How do I create a custom CSV?

Use a custom csv for unsupported wallets and exchanges.

Written by Chris Hwang
Updated over a week ago

About ZenLedger

ZenLedger.io

Written by Morgan
Updated over a week ago

Getting Started

Glossary

Key terms and definitions

Written by Morgan
Updated over a week ago

ZenLedger Navigation

Navigating & Using ZenLedger

Written by Angel
Updated over a week ago

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 over a week ago

Mark Self-Transfers

I sent coins from one of my wallets/exchanges to another, how can I show it as non-taxable in ZenLedger?

Written by Morgan
Updated over a week ago

TurboTax Online and Premium upload

How to get your 8949 for Turbo Tax

Written by Patrick Larsen
Updated over a week ago

How To Change Your Time Zone in UTC?

Written by Patrick Larsen
Updated over a week ago

Importing/Uploading Transactions

Trezor Wallet Import

How to export CSVs to import your Trezor HD wallet into ZenLedger?

Written by Morgan
Updated over a week ago

Ledger Wallet Import

Import Ledger wallets with Ledger Live.

Written by Morgan
Updated over a week ago

How do I upload MyEtherWallet (MEW)?

Written by Morgan
Updated over a week ago

EOS Wallet Import

Written by Patrick Larsen
Updated over a week ago

How do I generate an API key on Coinbase?

Written by Morgan
Updated over a week ago

Technical Support & Troubleshooting

Transactions Based on Accounts and Transactions Based on Sources

Two ways to look at your Imported History

Written by Morgan
Updated over a week ago

Fixing Issues: Incoming, Outgoing, Needs Review

Written by Patrick Larsen
Updated over a week ago

What do I do if the tokens are worthless now, lost, stolen, or a scam?

Written by Patrick Larsen
Updated over a week ago

How do I remove duplicates?

If you find duplicates, you can remove them either at the source, or individually.

Written by Angel
Updated over a week ago

Troubleshooting: Sell Without Buy

What does an SWB error mean & how do I fix it?

Written by Morgan
Updated over a week ago

How do I edit or delete a transaction?

Common edit scenarios and when to delete a troublesome transaction.

Written by Angel
Updated over a week ago