At the top of your Transactions page, you'll see a gray bar that contains your options for filtering the transactional data in your account. You can also use the Multiple Filter functionality to help with sorting through your data. We're always working to expand your options for parsing your data, the following options are available:
This provides a more streamlined experience for you to have more fine grained control of searching through and filtering your transactions:
The Missing Cost Basis flag filter now provides an actual count like the other flags:
Each transaction filter now supports searching by multiple values (i.e. you can filter for transactions with both Buy and Sell types, or with BTC and ETH):
You have the capability to "Clear All" the filters that you have applied or you can remove one of the applied filters by selecting the "X" next to that applied filter.
This allows you to filter based on transaction type. The available options are Transfer In, Transfer Out, Income, Buy, Trade, Sell, Expense, Income, —shows all transfer data together—Gift Sent, and Gift Received. See our article TaxBit’s Transaction Types for more information.
This filter refers to the exchange where a transaction took place such as Coinbase or Gemini. You can also sort specifically by a sources Nickname or the specific wallet address.
This filter allows you to isolate the transactions by currency. You can scroll through the list or type in the asset name or ticker.
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 depending on your account data.
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 Flags drop-down menu. Check out our articles about what this flag means:
Filter by an individual year, view this month or last month, or select a custom date range.
Users have the ability to use the more filters tab to dive deeper into searching through transactions. You can sort by Connection Types, Tax Status, Protocols, or Transaction Hash. Connection Types include API, CSV, or Manually added transactions. Tax Status includes Taxable or Non-Taxable.
Date- Newest to Oldest:
There’s also an option to sort your Transactions page with either newest or oldest transactions appearing first, gains high to low, or total proceeds high to low; this can be found in the top right-hand corner.
Please Note: When you've filtered your 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? You can interact with our Chatbot by selecting the Chat Widget located at the bottom right side of your screen, or fill out this form HERE to submit a support inquiry request. Our team is happy to help!
Disclaimer: Keywords below are added to articles to enhance searching for content within our Help Center.
Transaction Type Flag