At the top of your My Transactions page, you'll see a gray bar that contains your options for filtering the transactional data in your account. We're always working to expand your options for parsing your data, but for now, the following options are available:
This allows you to filter based on transaction type. The available options are Buy, Sale, Trade, Income, Transfer-In, Transfer Out, Xfr-In-Out—shows all transfer data together—Gift Sent, and Gift Received. See our article TaxBit’s Transaction Types for more information.
This filter allows you to isolate any data that may be flagged differently. The available options under this tab are Missing Cost Basis, Manually Edited, Missing Price, and Possibly Incorrect Price.
If you have no transactions that fall into the categories of Manually Edited, Missing Price, or Possibly Incorrect Price, those options won’t appear in your drop-down menu.
Missing Cost Basis, which could also be referred to as Unknown Gains, is the only option that will always appear under the No Flags drop-down menu. Check out our articles about what this flag means:
This filter refers to the exchange where a transaction took place such as Coinbase or Gemini.
This filter allows you to isolate the transactions by currency. You can scroll through the list or type in the asset name or ticker.
Filter by an individual year, view this month or last month, or select a custom date range.
There’s also an option to sort your My Transactions page with either newest or oldest transactions appearing first; this can be found in the top right-hand corner.
Important Note: When you've filtered your My Transactions list down to an abridged list of transactions, exporting your transaction using the Export Transactions button in the top right-hand corner of the page will give you two options:
- Export Matching Transactions consists of any remaining transactions after filters are applied
- Export All Transactions will ignore filters and export all of your data
If you’re having trouble with the filters in the My Transactions page, check out our help article: My Transaction Filters Aren’t Working.
Still have questions? Send us an email at email@example.com or chat with us using our live chat feature, and we'd be happy to help!