Koinly

What are transactions in Koinly

Modifying the behavior of transactions by applying tags

What are Tags

Trading Fees & Transaction Fees

How Koinly handles transfers between your own wallets

How Koinly sets the market price for your transactions

How to select a specific NFT

How to use Rules to automate transaction edits and deletions, including FAQ

What are rules?

Robin Singh

Carl

Jack

Transactions / Tags

Bulk edit in Excel

Bulk editing and deleting

Change Currency (if Koinly imported the wrong token)

How to use the Advanced Filters

How to merge/split transactions manually

How do I delete a Wallet/Exchange?

How to delete and what the difference is between deleting and permanently deleting a transaction

Deleting and Permanently Deleting Transactions

Bulk aggregate deposit transactions

Bulk editing/searching

Tax-free gifts to a spouse, partner or a friend

Liquidity Providing (LPing) - Liquidity in/out

How to document transactions in Koinly when tokens are sent to the staking pool, for farming, etc.

Staking and farming tokens

Spam tokens

How to account for situations where a crypto asset is changing its symbol, contract or undergoing a rebase (share-splitting)

Token rebases and symbol swaps (AMPL, DOT, BTT)

Reflection, Taxed and Rebase tokens

ICO transactions

LUNC (Terra Classic) and LUNA (Terra Mainnet)

Crypto casinos and gambling winnings

Futures and perpetuals PNL (other gains)

Crypto loans, repayments and collateral

Chapter 11 Reimbursements (Celsius, Voyager, Mt. Gox)

MATIC (Polygon) and POL (Polygon Ecosystem Token)

How to write off lost, stolen or worthless assets

Arty

Common scenarios

Missing purchase history for XYZ

My capital gain is too high/wrong!

Transactions in stablecoins show gains (or losses)

Trades/withdrawals with very high gains

Transfers between my own wallets are showing gains (or losses)

Cost transaction is showing a profit (or loss)

What "Review needed" section means when checking your Summary on the "Tax Reports" page and what can be done to resolve listed issues

We have assumed a cost of zero for some assets

How to handle transactions showing a warning about the missing price of the asset

Market prices for XYZ are missing

My wallet balances on Koinly are not correct

XYZ balance does not match what you actually have in the wallet

My graph is incorrect

What to do if you believe the cost basis shown in Koinly is wrong and you want to change it

How to set the cost basis on a trade

Fiat Balances - Do they matter?

How to resolve incorrect dates on transactions based on how the data was imported into Koinly

How to fix incorrect transaction dates in Koinly

How to accurately assess whether your calculated cost basis is correct.

How to troubleshoot cost basis calculations

Cost basis shown on my transaction is wrong

Common issues

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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