> ## Documentation Index
> Fetch the complete documentation index at: https://guides.koinx.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Verifying your Integration Data
> Follow these checks to confirm your KoinX integrations are complete and accurate so your crypto tax reports don’t miss transactions or show inflated gains by mistake.
* Always verify your data **after** connecting each integration and **before** generating your tax report
* Compare transaction counts and date ranges against your exchange records
* Check the **Insights page** for any cost basis or missing price errors (not the Portfolio Dashboard)
* Use the Insights page to spot discrepancies in your gains/losses breakdown
* Fix issues before generating reports - it's much easier than fixing reports after the fact
***
You've connected your exchanges and wallets. But before you generate a tax report, you need to make sure the data KoinX imported is actually complete and correct. A tax report built on incomplete data will have wrong numbers — and fixing that after filing is far more painful than spending 15 minutes reviewing now.
## Step 1: Verify Imported Transactions from the Integration Page
Go to **Integrations** from the left sidebar and open the specific exchange or wallet you connected.
Each integration shows a summary of the data imported, including:
* **Rows Added** — transactions successfully imported into KoinX
* **Rows Skipped** — transactions intentionally ignored by the system
* **Errors** — transactions that could not be processed
Click **View Summary** under the imported file to see the full breakdown.
### Rows Added
These are the transactions successfully imported and used in your calculations. This number should generally match the amount of usable trading activity in the file you uploaded.
### Rows Skipped
Skipped rows are **usually expected and safe to ignore**.
KoinX intentionally skips certain transactions to prevent duplication or incorrect accounting. These often include:
* Internal transfers within the same exchange like from Spot to Futures Wallet
* Duplicate records already captured from another file
These are internal platform movements and **do not represent taxable events**, so KoinX skips them deliberately.
### Errors
Errors are transactions that **could not be imported due to missing or unsupported data**.
You should always review these.
To check them:
1. Click **View Summary**
2. Expand the rows marked as **Errors**
3. Review the reason shown for each ignored transaction
If you find a **relevant trade or transaction that should not have been skipped**, contact **KoinX Support** and share the details. Our team can review the transaction and add support for that transaction type if required.
A small number of skipped rows is completely normal. Focus on reviewing **errors**, not skipped transactions.
***
## Step 2: Check the Portfolio Dashboard
Go to **Portfolio → Dashboard**. This shows your overall crypto holdings across all connected integrations.
**Look for:**
* **Purchase Cost** vs **Current Value** — does the purchase cost look roughly right for what you've invested overall?
* **Unrealised Gains** — does the direction (positive or negative) make sense given market conditions?
* **Portfolio Allocation** — does the pie chart show your actual holdings? If coins you've sold are still showing up, or coins you hold are missing, there's a data issue.
* **Holdings by Category** — check Spot Holdings, DeFi Holdings, and NFTs tabs to make sure assets appear in the right category.
If something looks off, the issue is usually a missing integration or incorrectly categorised transactions.
**KoinX is not a real-time portfolio tracker.** Token prices are updated automatically every 6 hours, and portfolio numbers are recalculated accordingly based on your selected accounting method. Don't be alarmed if the numbers look slightly behind live market prices.
***
## Step 3: Review Warnings and Flagged Transactions
KoinX flags transactions that need attention with warning indicators. On the Transactions page, use the **Warnings** filter dropdown to see all flagged items.
**KoinX has two warning filters:**
KoinX couldn't determine the market value at the time of the transaction. This is common for obscure tokens, newly launched coins, or very old transactions. You'll see an orange warning triangle with **"Add Price"** and **"Learn More"** links. Click **Add Price** to manually enter the value.
KoinX found a sell or transfer but couldn't trace it back to the original acquisition. This usually means the buy-side data is missing — check you have imported the complete historical data of same exchange.
Use the **Types** filter to view specific transaction types (Trade, Deposit, Withdrawal, etc.) and verify each category looks right.
***
## Step 4: Check Date Ranges
On the Transactions page, look at the **oldest** and **newest** transaction dates for each integration.
* Your oldest transaction in KoinX should match (or be close to) when you first started using that exchange
* If the oldest transaction is only 90–180 days ago but you've been trading for years, your API has a lookback limit — backfill with a File Upload
* Use the **Select date range** filter to zoom into specific periods and verify coverage
***
## Step 5: Review the Insights Page
Go to **Insights** from the left sidebar. This page gives you a tax-focused summary for the selected financial year.
**Key things to check:**
* **Crypto Tax Summary** - shows Capital Gains, Derivatives Gains, and Other Gains as percentages. If everything shows 0% but you've traded, something's wrong with your data.
* **Transactions Breakdown** - shows the split between Withdrawal, Deposit, Spot, and Others. Verify the proportions make sense for your activity.
* **Total Transactions** - compare against your total expected transaction count across all integrations.
* **Realised Gains/Losses by Coins** - check if the gains/losses for your most-traded coins look reasonable.
* **Realised Gains/Losses by Category** - if a category shows no data when it should, investigate.
The Insights page lets you toggle between **Percentages** and **Numbers** view using the buttons at the top right.
Use the **FY dropdown** to switch between financial years.
***
## Step 6: Verify Specific Transactions
For any transaction that looks suspicious, click on it to expand the details. You'll see:
* **Details tab** — transaction hash, source address, destination address, market value, platform fees, TDS deducted, and gain/loss
* **Analysis tab** — how KoinX calculated the cost basis and gain for this transaction
* **Edit Log tab** — history of any changes made to the transaction
You can also click the **three-dot menu** (⋯) on any transaction for options: **Edit**, **Label Transaction**, **Split**, **Migrate Coin(s)**, **Mark as Spam**, or **Delete**.
***
## Step 7: Cross-Check with the Overview Page
The **Overview** page (accessible from the left sidebar) shows a high-level summary including:
* **TDS Summary** — TDS deducted by each integration, with amounts
* **Crypto Tax Summary** — Capital Gains, Derivatives Gains, Other Gains percentages with a Total Taxable Gains figure (locked behind the tax report)
* **Account Settings** — confirm your Country, Base Currency, Calculation Method (e.g., FIFO), and that they're correct
* **Integrations** — quick view of all connected integrations
* **Trade Types** — pie chart showing your transaction type distribution
If the Account Settings show the wrong country or calculation method, fix this in **Tax Settings** before generating any reports.
***
## Common Issues / Edge Cases
There are two different root causes here, and they're easy to mix up:
* **Missing cost basis**
This means historical buy data is missing for that same integration. KoinX has the sell but never saw the original purchase, so it treats the cost as ₹0.
Fix: upload the historical data for the missing period.
* **Missing Internal Transfer**
This happens when the original purchase was on a different wallet or exchange that you haven't added yet. Here it's using the market price at the time of deposit as a proxy, which may not be accurate.
Fix: add the missing integration so the purchase price carries forward correctly.
This is normal for tokens without reliable market price data. Click **Add Price** on the transaction to enter the value manually. If you don't know the price, check a block explorer or price aggregator for the token's value at that timestamp.
If you connected via API AND uploaded a file covering the same period, you might see duplicates. Delete the duplicate entries manually, or remove one of the integration sources.
This usually means KoinX doesn't have the sell transaction. Check if the exchange where you sold is connected and if the sell transaction was imported.
***
## Frequently Asked Questions
Not every individual one, but you should verify the overall picture: correct transaction counts, complete date ranges, reasonable gain/loss figures, and no major warnings. Spot-check a few individual transactions from each integration to make sure the details are right.
First, check if the integration is still connected and synced. If it is, the API might have a lookback limit. Upload a file to cover the gap. If it's a wallet integration, verify you entered the correct address.
Yes, but the report will be less accurate. Warnings about missing prices or uncategorised transactions directly affect your tax calculations. Fix as many as you can before generating.
Check individual transactions using the Analysis tab. It shows how KoinX calculated the cost basis.
Two things to watch for: if cost basis shows ₹0, it means historical buy data is missing for that same integration (upload older data to fix it).
If cost basis shows a value but seems wrong, it usually means the original purchase transaction record was on a different wallet/exchange that hasn't been added yet — the deposit price was used as a proxy instead of the actual purchase price.
***
[Resolve warnings before generating your report](/guides/transactions/transactions-warnings-and-errors)
[Fixing common transaction issues](/guides/transactions/fixing-transaction-issues)