Crypto Tax Calculator

Explain the difference between Universal and By wallet and exchange cost basis tracking

Cost Basis Tracking: Universal vs By Wallet and Exchange

This guide explains how to use filters and the different filters available in the Transactions tab

Using Filters on the Transactions Page

Learn to track and understand balances in-app for accurate reports using the Transactions page Balance view or the Ledger view.

Tracking Balances on the Ledger and Transactions Pages

Vivi Turla

Layla Huang

Ben Melbourne

Platform Guides & Features

An in-depth guide on understanding your portfolio dashboard and holdings page.

Portfolio Page

Portfolio toggle - Show native fiat holdings on reports and dashboard

Portfolio and Dashboard

How to Bulk Edit Transactions

How does cost base work in CTC and how to adjust or add a cost basis

How to adjust or add a cost basis?

A guide on when and how to use the Send, Receive, and Transfer categories.

Send, Receive, and Transfer

How to filter by transactions brought in by particular sync points in time.

Filter by Sync Feature

Handling Duplicate Transactions

Grouped Transaction: Trade

Download or export transaction from the Transactions page

Export Transactions on the Transactions page

How to Edit Transactions

Transactions

Why do the in-app transactions look different from the transactions on the CSV?

Why are the transactions not auto-categorized?

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