Koinly allows you to generate reports for any custom date range, as long as you have the necessary tax plans. This can be helpful if you want to generate a report only for a specific month, quarter, or if you moved countries during a tax year and need to report your taxes for a custom period.
Requirements
To generate a report for custom dates:
You need to have a paid plan that encompasses the dates selected
If the custom period you selected spans multiple tax years, you need to have a plan purchased for each year it includes
How to generate a custom report:
Generating a custom report is very simple.
Go to the Tax Reports page and click on the year selection dropdown:
Scroll down the list and select "Custom"
In the calendar popup that opens, select the first and then the last day of the period you want to generate report for:
The Tax Summary will update to reflect the selected period
You can now choose which report to generate
For detailed instructions on how to generate a report, check:
For a list of available tax reports, see:
Common questions
Why would I want to generate custom dates reports?
Why would I want to generate custom dates reports?
Reports for custom periods may be useful if:
You want to gain an overview of your total profit or loss for any asset over a specific period
You need monthly or quarterly reports
You want to see your holdings on a particular day
Which reports can be generated for custom dates?
Which reports can be generated for custom dates?
All "basic" reports can be generated for custom dates. This includes:
Complete report
Capital gains report
Income report
End of year holdings report
etc.
You will not be able to generate specific tax forms, such as the IRS report or the ATO/HMRC summaries, since these reports should only be generated for complete tax years.
I can't generated a report for the period I selected, why?
I can't generated a report for the period I selected, why?
If you are not able to generate the selected report, then you do most likely don't have the necessary tax plans for the selected period.
In order to generate a report for a custom date range, you need to have a tax plan for all tax years that the report spans, and those tax plans need to cover your transaction count for those years.
How can I see my holdings on a particular day?
How can I see my holdings on a particular day?
You can select a custom period with the day you're interested being the last day. Then generate an "End of year holdings" report.