Episode 081 min 14 sec

Find any transaction

Views, search, filters, saved views and bulk updates in the transactions ledger.

Find any transaction: Views, search, filters, saved views and bulk updates in the transactions ledger.

Key points

Start on the Needs review tab, which collects transactions Coinfig could not classify.
Search covers asset, exchange, hash and notes, and pressing slash jumps straight to it.
Date presets follow your tax year, or you can set a custom range.
Save view turns filters you reuse every tax season into a tab of your own.
Bulk update changes the type or tax classification of a whole selection, and can reset it to the original.

Chapters

FeatureTransaction review
The full ledger toolkit: filters, saved views, bulk edits and rollback.
GlossaryTaxable event
Which ledger rows actually carry a tax consequence.
GuideCrypto-to-crypto trades are disposals
Why every swap in your trades view counts for tax.

Keep learning

B2Getting the figures right
Clear your Needs review list, 1 min 4 sec, watched
Find transactions without a clear type and classify them, one by one or in bulk.
Episode 06
Edit a transaction, 1 min 19 sec, watched
Correct a transaction's type and treatment, and undo it if you need to.
C4Reports and your data
Take your data with you, 45 sec, watched
Export every source as CSV in one ZIP, or just the ledger view you filtered.

Read the transcript

Thousands of transactions. How do you find the few that matter?

The Transactions ledger opens on All. The tabs are ready-made views: this tax year, trades, withdrawals and income. Needs review collects transactions Coinfig could not classify. Start there.

Search covers asset, exchange, hash and notes. Press slash to jump straight to it. Date has presets that follow your tax year, or a custom range. Narrow by asset, by source and by type. Each filter shows as a chip you can remove. Need this again? Save view turns the current filters into a tab of your own. Sort by date or type, newest or oldest first.

Tick the box to select the page, then select all 28 matches. Bulk update changes the type or tax classification of the whole selection, and can reset it to the original. Export current view downloads exactly what you see, as a CSV file.

Start from a view. Filter, then save it. Act on the selection.