How do I edit my existing transactions?

If you’ve manually added a transaction, or the transaction has been uploaded via a CSV, and you need to edit part of the transaction that’s not available, you’ll want to remove the transaction and re-add it to make those changes. 

See links below for related articles for removing and adding transactions:

• How do I Remove a Transaction? (add link once article is published)
• How to Manually Add a Transaction to your TaxBit Account.

Once you've logged into your TaxBit account: 

• Go to the My Transactions tab on the left-hand side of your account. 
• Click on the transaction you need to edit.
• Click on the three dots in the upper right-hand corner. 
• Then, click Edit Transaction.

Here you can see there are only a few parts of the transaction you can edit: the Transaction Type, and the Market Value.

Still, have questions? Please reach out to us directly using the in-app Support widget in the bottom-right of your screen, or email support@taxbit.com and we'd love to help you out!