The transactions page allows you to review all transactions along with its details including the type of transaction, date, ID, quantity out, quantity in, cost basis, fees, and the resulting gains or losses (if applicable).
How to find the transactions page
After searching the Account ID, in the Account Dashboard, scroll down to “Recent Transactions” and select > “View All”.
From here you can scroll through the accounts entire transaction history. To view further details about the transactions you can simply click the transaction to be brought to the “Transaction Details Page”.
How to Export transaction history to CSV
You are able to export your entire transactions history to CSV in two locations.
- From the Accounts dashboard Select “Export CSV” under Recent Transactions section
- In the “Transactions” tab select “Export CSV” in the upper right of the page.
Still have questions? Please reach out to us directly using the Submit a Request form in the top-right of your screen, or email help@taxbit.com and we'd love to help you out!
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Transactions
Transaction Page
Transaction Details