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CoinTracking Account Settings

TL;DR: The CoinTracking account settings allow you to fully customize your account. You can manage security, display preferences, tax and advanced configurations, billing details, and data restoration or account deletion. The settings are structured into six clearly defined sections.


What are the CoinTracking account settings?

The account settings serve as the central configuration hub of your CoinTracking account. They allow you to manage login data, security options, interface formatting, tax logic, and advanced tools for experienced users.


What sections are available in the account settings?

General Settings

This section contains core account and preference options:

  • Username and Password
     Manage your login credentials. Usernames support alphanumeric characters, dots, dashes, underscores, and spaces.

  • Two-Factor Authentication (2FA)
     Enable 2FA to increase account security. A verified status is shown when active.

  • Email Address
     Update the verified email address used for login and notifications.

  • Main Currency
     Define the default fiat currency for portfolio valuation.

  • Exchange Rate Source
     Select the preferred market data source, with weighted average recommended.

  • Time Zone
     Controls how transactions are timestamped.

  • Personal Information
     Optional details such as name, gender, and country, used only anonymously for statistics.

  • Newsletter and Reports
     Manage newsletter subscriptions, upgrade notifications, blog digests, and scheduled account summaries.

  • Account Linking
     Merge up to ten accounts using a join code, useful for managing multiple portfolios or clients.


Display Settings

Customize how information is displayed:

  • Number and Date Formats
     Choose formats for numerical values and dates.

  • Negative Number Display
     Define how negative values appear.

  • Date and Time Formats
     Select layouts such as DD-MM-YYYY or YYYY/MM/DD.


Security Settings

Protect your account and data:

  • 2FA Status
     Clearly indicates whether two-factor authentication is enabled.

  • Password Reset
     Direct access to change your password.

  • Automatic Logout
     Configure inactivity timeouts for automatic logout.

  • Logout Everywhere
     Immediately end all active sessions on all devices.


Advanced Settings

Advanced tools for experienced users:

  • Cost Basis Methods
     Select gain and loss calculation methods such as FIFO, LIFO, or HIFO.

  • Tax Settings
     Define rules for tax reports and transaction handling.

  • Import Preferences
     Control default behavior for exchange and wallet imports.

  • Timezone for Cached Data
     Choose when daily data snapshots are calculated.

  • Reset Asset Values
     Recalculate stored asset values for all transactions.

  • Transaction Grouping
     Merge transactions with identical parameters on the same day (Unlimited and Corporate only).

  • Fund Distribution
     Automatically distribute assets from a master account to sub-accounts.

  • Early Access Program
     Participate in testing of upcoming features, reports, and imports.


Billing

Manage subscription and payments:

  • Plan Details
     View your current subscription tier and expiration date.

  • Invoices
     Access and download past billing invoices.


Restore and Delete

Control data retention and account status:

  • Restore Transactions
     Upload backups to restore portfolio data.

  • Delete Transactions
     Use bulk editing tools on the Transactions page.

  • Delete Account
     Permanently and irreversibly delete your CoinTracking account.


Summary

The CoinTracking account settings allow full control over security, taxation logic, display preferences, and advanced features. Their modular structure makes it easy to tailor CoinTracking to your portfolio complexity, tax jurisdiction, and personal requirements.

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