Most often the exchange only returned part of your history (many APIs cap how far back they go). Re-sync the source or upload the full transaction CSV. The Data Completeness Score — free on every plan — flags gaps so you know exactly what to fix.
My balances don’t match what the exchange shows.
This is almost always a missing transfer or an incomplete import — for example a deposit from a wallet Coinfig hasn’t seen yet. Add the missing source or CSV and Coinfig recalculates your holdings and cost basis automatically.
I edited a transaction but my report didn’t change.
Edits trigger a recalculation in the background. Give it a moment and refresh — the new figures flow through to your dashboard and report once the recalculation finishes. If it still looks wrong after a minute, contact support.
How do I import an exchange or wallet Coinfig doesn’t list?
Upload a CSV — the importer reads 40+ formats and maps them to the universal template. If you’d like a native integration, let us know and we’ll add it to the roadmap.
Can I change how a transaction is taxed (capital vs revenue)?
Yes. You can set a per-transaction classification, bulk-update a filtered set, or change your account-wide default in Preferences. Coinfig re-runs the calculation against the new classification.
Still need a hand?
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