Transaction review & corrections

Automated import gets you 95% of the way. The Transactions panel is where you close the rest — classifying ambiguous events, fixing mislabelled transfers and documenting every change for audit defence.

Review my transactions All features

The transactions ledger

Every imported trade, transfer, reward and fee appears in a searchable, filterable ledger. Filter by source, asset, date range, transaction type or classification. Save filter views you reuse every tax season.

Needs-review queue

  • Transactions the classifier could not resolve with confidence surface in a needs-review state.
  • Bulk-update type or capital/revenue classification across a filtered set — not one row at a time.
  • Per-transaction edit history with rollback if you change your mind.

Transfer matching

Moving crypto between your own wallets is not a disposal — but exchange CSVs often mislabel these as trades. Coinfig matches transfers using timestamps, amounts and on-chain references where available. Uncertain matches stay visible for you to confirm.

Why this matters for SARS

A defensible return is not just correct totals — it is a reconciled history with a clear audit trail. When you correct a classification or relabel a transfer, that change is logged. Your Audit Report can include the audit log and report notes sections that document what you reviewed and why.

Frequently asked

Can I override how a transaction is classified?
Yes. Change the transaction type or capital/revenue classification on any row. Bulk edits apply the same change across every transaction matching your current filter.
What if I make a mistake?
Every edit is versioned. Roll back to the previous classification or type without re-importing the whole source.
How does transfer matching work?
Coinfig looks for matching outflows and inflows across your connected sources — same asset, similar amount, close timestamps. Confirmed matches are treated as transfers, not disposals. Unmatched movements stay flagged for review.
Can I set prices manually?
Yes. If a universal template CSV includes a user-specified rand value, Coinfig honours that override. Useful for off-market trades or assets with thin pricing history.

This page is general information, not tax advice. Confirm your position with a registered tax practitioner.