AI Summary
- Use manual entry when an exchange is unsupported, the API doesn’t go back far enough, or you have P2P/gift/payment transactions with no exchange record
- You’ll need the date, asset, amount, transaction type, and price at time of transaction before you start
- For 1–10 missing transactions, use Actions → Add Transaction
- For larger batches, the Custom File upload is faster and less error-prone
When Should You Add Transactions Manually?
Manual entry makes sense in these situations:- Exchange is closed: the platform shut down, was deactivated, or simply isn’t supported by KoinX
- API lookback limit: your exchange’s API only covers the last 90–180 days, and older transactions didn’t come through
- P2P trades: you bought or sold crypto directly from another person with no exchange record
- Crypto as payment: you received crypto for freelance work, services, or a sale, and there’s no exchange involved
- Gifts received: someone sent you crypto that doesn’t appear in any connected account
What Information You Need Before You Start
Gather this before opening the Add Transaction form:| Field | What to Find |
|---|---|
| Transaction type | Trade, Deposit, Withdrawal, Expense, Future Trade, Margin Trade |
| Transaction Label | Depends on type, e.g., for Deposit: Airdrop, Reward, Staking Interest, Mining Income, etc.; for Withdrawal: Stake, Donation, Funding Fee, etc.; for Trade: Buy, Sell, Swap |
| Choose A Wallet | Choose the wallet where you want to add this transaction |
| Currency | Select the coin you want to add |
| Number of Coins | Add the quantity of those coins |
| Market Price | Add the price of that coin |
| Amount | Calculated automatically once you add the price |
| TDS | Optional, if TDS is deducted, add the coin name and quantity |
| Fees | Optional, add fee details if any fee was deducted during the transaction |
| Transaction Date and Time | The exact time and date when the transaction was made |
| To Address | The sent wallet address, optional |
| From Address | The receiving wallet address, optional |
| Transaction Hash | Unique identifier assigned to every blockchain transaction, optional |
| Description | A short note for your own reference, helps you remember context when reviewing later |
- CoinGecko, search for the coin, go to the Historical Data tab, find the date
- CoinMarketCap, same process
- Block explorer, for on-chain transactions, the swap value in ETH or USDC can help you calculate an approximate price
Step-by-Step: How to Add a Transaction Manually
Fill in the required fields
- Date and time
- Transaction type (Deposit, Withdrawal, Trade, Expense, Futures Trade, Margin Trade)
- Currency (search for the coin by name or ticker)
- Number of Coins
- Market Price
- Fee (if applicable)
- Optional: Transaction Hash, From Address, To Address, Description
Assign a source
Manual Entry vs. Custom File Upload, Which to Use
| Manual Entry | Custom File Upload | |
|---|---|---|
| Best for | 1–10 missing transactions, one-off events, gifts, P2P | Large batches, backfilling a full year, defunct exchanges |
| How to access | Actions → Add Transaction | Integrations → Add Integration → Custom File |
| Speed | Fast for a few entries | Much faster for 50+ transactions |
| Format required | Enter fields directly | Download KoinX’s CSV template, fill it in, upload |
Common Issues / Edge Cases
The coin I need to add isn't in KoinX's database
The coin I need to add isn't in KoinX's database
I don't know the exact time of the transaction
I don't know the exact time of the transaction
The price I enter looks correct but the gain/loss still seems off
The price I enter looks correct but the gain/loss still seems off
I added a buy transaction but the cost basis on the matching sale is still ₹0
I added a buy transaction but the cost basis on the matching sale is still ₹0
Frequently Asked Questions
I have no records at all for some old transactions, what are my options?
I have no records at all for some old transactions, what are my options?
- Log into the old exchange account, transaction history is sometimes still accessible even if trading is disabled
- Check your email inbox for order confirmation receipts
- Check your bank statements for fiat deposits that correspond to purchases
My exchange shut down, how do I add those transactions?
My exchange shut down, how do I add those transactions?
Can I add a transaction for an asset KoinX doesn't recognise?
Can I add a transaction for an asset KoinX doesn't recognise?
Does adding a manual transaction immediately update my tax report?
Does adding a manual transaction immediately update my tax report?
What's the difference between a manual transaction and a Custom File upload, do both give the same result?
What's the difference between a manual transaction and a Custom File upload, do both give the same result?



