How to mark transactions with tags

[Chandan]

You can mark transactions with special tags from the transaction page. Simply navigate to the relevant transaction and use the dropdown arrow on the right side of the page to select the appropriate marker.

For received transactions, the options are:

• Edit
• Ignore
• Edit cost basis
• Mark as airdrop
• Mark as fork
• Mark as payment
• Mark as mining reward
• Mark as staking reward
• Mark as margin gain
• Mark as margin rebate
• Mark as transfer
• Delete (for manual/imported transactions)

For sent transactions the options are:

• Edit
• Ignore
• Mark as gift
• Mark as lost / stolen
• Mark as donation
• Mark as margin loss
• Mark as margin fee
• Edit proceeds
• Mark as transfer
• Delete (for manual/imported transactions)

For trade transactions the options are:

• Edit
• Ignore
• Edit proceeds
• Edit cost basis
• Mark as margin
• Delete (for manual/imported transactions)

For transfer transactions the options are:

• Edit
• Ignore
• Mark as not transfer (for manual/imported transactions)
• Delete (for manual/imported transactions)

[danielpleinview]

what do i do with airdrops that do not give me the option to mark as airdropped?

[Chandan]

Hi @danielpleinview,

Any receive transaction should be able to be marked as airdrop. What’s an example of where you aren’t seeing this?

[danielpleinview]

Thats all well and good but i have a transaction that i did not initiate that is without a doubt an air drop token that is registering as a sent transaction which cannot be because i don’t even know what this coin is, i looked it up and its some advertising company’s ploy to create advertising by dropping those coins into peoples accounts, if that is true how can that be a sent Trxn because is certainly did not send it anywhere cause i didn’t even know that is was there till i started this process. so how do i deal with this airdropped token that appears as a sent transaction that does not give me the option to label it as an airdrop. ?

[Chandan]

Hi @danielpleinview,

Could you send us a note at feedback [at] cointracker.io so that we can take a look at the specific case?

[Stiffler]

Hi Chandan,

is it possible to mark transactions while importing them?
When importing, i only see a few of hte listet options (Gift, Lost, Donation, Fork, airdrop, mined, payment and stake)

[Chandan]

Hi @Stiffler,

What are you trying to mark in the upload that is currently missing?

[Stiffler]

For example margin gain/loss, margin fee, mining reward…

Would be amazing if I could set them while import

[Chandan]

Perfect, thanks @Stiffler. You can add mining rewards with the mining tag.

We’ll work on supporting the others and let you know as soon as that is available.

[Stiffler]

Thanks! Any Timehorzion you can share with me?

[Chandan]

Hi @Stiffler,

We don’t have an exact ETA yet, but as soon as we do, we’ll let you know

[Joseole10]

Hello, what happens if one is not displaying this on the transaction page? What does one do then?

[Chandan]

Hi @Joseole10,

Could you clarify what you mean?

[Spitfire]

@Chandan, two questions…

1. I’ve received a few coins from a friend as a gift. How can I mark it as a gift? I see gift only for coins sent but not for coins received.

2. Also, how do you tag rewards such as referral rewards or “reaching some status” reward?

[Chandan]

1. No action required (just edit the cost basis of the received transaction if needed)
2. You can mark as payment

[rk2896]

I received some free coins from Coinbase for opening an account. I am guessing that is similar to a gift. What is the appropriate way to mark those transactions, just adjust the cost basis to zero?
Thanks!

[davew1050]

What can we do if marking trades as margin is not calculating them as margin or any of the gains/losses?

[NFTFan]

I would like to add to Stiffler’s request, and say that I would like to be able to tag transactions as interwallet transfers from the csv file rather than within the UI. I prefer to do as much as possible from the CSV file before importing, and mostly just let cointracker put it all together and handle the cost basis and gains calculations. That way, I have my own records outside of cointracker. Accointing looks like it has around 20 tags that can be added at import time, would like to see this in Cointracker if possible.

[jweaving]

How do I edit my manual entries so that I can integrate the transaction hash info?

I noticed that when I did a CSV import, I included a column for it and one of the transactions has a link so you can pull up the transaction on the ledger.

I see no way to be able to add this when you make a manual entry.

Looking for some advice, help with this…