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Validate Transactions

TL;DR: The “Validate Transactions” page allows you to check your transactions for potential errors. CoinTracking automatically highlights problematic entries, such as incorrect tickers, faulty data, or inconsistencies, and helps you identify them specifically. This ensures that your portfolio is calculated correctly and that your tax reports are generated reliably.


Detailed explanation

The “Validate Transactions” page is a central control tool that analyzes all of your transactions and checks them for typical sources of errors. As soon as an issue is detected, it appears in a clearly structured table, including hints on where and how you can correct the faulty transaction.
 The goal of this page is clean bookkeeping, accurate balances, and avoiding issues when creating tax reports.


What is checked?

CoinTracking checks your transactions for the following points, among others:

  • Missing or invalid token tickers, e.g. due to typos or special characters

  • Unrealistic dates, e.g. transactions dated in the future

  • Numerical errors, e.g. missing amounts

  • Trailing spaces at the end of exchange or group names

  • Deviating or inconsistent asset values

  • General formatting issues or inconsistent entries

If no errors are detected, the table remains empty.


How does the table work?

Each transaction with a notice, warning, or error is displayed in its own row. The most important elements of the table are:

  • Plus icon at the beginning of each row to display detailed error information

Urgency level:

  • Error (red): Must be corrected

  • Warning (orange): Should be corrected

  • Notice (blue): Optional, but worth reviewing

  • Transaction type

  • Buy and sell data

  • Fee information

  • Exchange name and trade group

  • Comment and trade date

  • Direct link to the transaction, which takes you straight to the affected transaction on the Transactions page

All columns are sortable, allowing you, for example, to display only critical errors.


What can you do on this page?

On the validation page, you can:

  • Search transactions specifically for error messages

  • Prioritize urgent issues

  • Filter, sort, or search the table

  • Jump directly to the affected transaction and correct it

  • Export the list, for example as a CSV or PDF file


What do you need to do if errors are found?

The “Validate Transactions” page is used exclusively for diagnostics. The actual correction takes place on the “Transactions” page. There you can, among other things:

  • Manually adjust incorrect token tickers

  • Add missing amounts or currencies

  • Correct comments or group names

  • Change the transaction type, e.g. from trade to staking

Depending on the urgency level, you should fix errors promptly. In particular, errors in the “Error” category should always be corrected before creating a tax report.


Conclusion

The “Validate Transactions” page ensures that your data is both technically and logically correct. You can identify issues early and fix them in a targeted way. This results in clean bookkeeping, reliable reports, and secure tax documentation. It is recommended to check this page regularly, especially after larger imports.

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