When you edit a transaction in CoinTracker, your edits to crypto transactions always update your tax calculations. Whether those edits also change your Portfolio and Performance pages depends on how the wallet was added.
Where manual edits show up
Manual edits affect different pages depending on how the wallet was added to CoinTracker.
| Wallet type | Taxes page and tax forms | Portfolio and Performance pages |
|---|---|---|
| Auto-synced (API key, exchange sign-in, public address) | Edits apply | Edits don't show |
| CSV-imported and Other Transactions | Edits apply | Edits apply |
Note: Newly added wallets may take a short time to sync before any of their data appears on the Portfolio and Performance pages. If your edits aren't showing yet, wait for the initial sync to complete.
How do edits to cash transactions appear?
Editing a cash transaction (one recorded in a government currency such as USD) does not change your Portfolio, Performance, or tax numbers. This holds for every wallet type, so cash edits behave the same way crypto edits do on auto-synced wallets: your change is saved, but it does not appear on those pages.
For CSV-imported and Other Transactions wallets, your cash balance is currently left out of your portfolio total entirely, whether or not you have edited it. Your crypto balances and crypto edits from those wallets are not affected.
Reported vs. calculated values
CoinTracker tracks two kinds of values, and each page uses one or the other.
- Reported values come from your exchange or blockchain at the time of the last sync. Manual edits in CoinTracker don't change what the exchange or blockchain reports.
- Calculated values are CoinTracker's running total across your full transaction history, including manual edits and ignored transactions. Tax reports always use calculated values.
For auto-synced wallets, the Portfolio and Performance pages show reported values, which is why your manual edits don't appear there. For CSV-imported and Other Transactions wallets, there's no exchange to report a value, so those pages fall back to the calculated value for your crypto balances, which does include your edits.
Read more about why your reported and calculated values may differ.
If you run into any trouble, please don't hesitate to reach out to our support team via Chatoshi for help.