The transactions table lets you view and manage all your crypto transactions. It shows your full transaction history in one place, helping you review activity and resolve any issues.
We’ve updated this page to make it easier to use, with a simplified layout, more flexible controls, and improved filtering.
Note: This update is part of Early Access Features and is being rolled out gradually. It may not be available in your account yet.
What’s changed?
The transactions table has been redesigned to make it easier to understand at a glance, while giving you more control when you need it.
Updates include:
A simpler default view
Customizable columns
Improved filters, including saved views
Smoother horizontal scrolling
Default column view
The default table layout has been simplified to let you focus on the most important information.
Before:
Previously, the table included:
Category
Date
Outgoing
Incoming
Value
Fee value
Gain
Each row also included icons to add comments or mark transactions as reviewed.
After:
The default view now shows:
Category
Date
Sent
Received
Value
Gain
Row icons (such as comments and review status) are no longer shown by default.
Why this changed
User research showed that the previous layout could feel overwhelming, especially for users new to crypto tax.
Displaying too much information upfront made it harder to understand what to focus on and what to do next.
Customize your columns
You can now fully control what information is shown in your transactions table.
To customize your view:
Click Columns in the top right of the transactions page
From there, you can:
Add or remove columns
Reorder columns by dragging them into any order
Resize column widths by dragging column borders
Turn Auto resize on or off to automatically fit columns to the page width
Pin the Category column so it stays visible while scrolling (similar to freezing a column)
Available columns include:
Category, Date, Tx ID, Tx Signature, Sent, Received, Value, Fee (value), Gain, Fee (assets), Outgoing balance, Incoming balance, Total balance, Last Modified, Review, Comments
To return to the default layout at any time, click Reset.
Horizontal scrolling
Horizontal scroll has been improved. Regardless of how many columns are active, scrolling left and right is now smoother. This was previously clunky, particularly on mobile.
Filters
Filters help you quickly find specific transactions.
Quick filters
Large filter chips at the top of the transactions page allow you to quickly filter by:
Category
Account
Asset
Value
Date
Advanced filters
Click All filters to build a granular custom filter using any of the available filter criteria (see full list below).
Saved filters
You can now save a custom filter and return to it at any time.
Build a filter using All filters
Click Save, give it a name (e.g. "NFT transactions under $100 on the ETH network"), then click Save view
The saved filter appears under the Transactions tab in the side navigation bar
Click the saved filter in the side nav to instantly load the transactions table with that filter applied
Click the X to exit the filter view
Use the kebab menu (three dots) next to any saved filter to edit or delete it
Before:
Custom filters had to be rebuilt from scratch every session. There was no way to save them.
Why it matters:
For accountants or power users working across multiple sessions, saved filters remove the need to recall and manually rebuild complex filters each time.
Full list of available filter criteria:
Account, Asset, Category, Value, Blockchain, Comment, Counterparty, Description, Fee Currency, Fees, From, Has Comments, Import Type, Integration, Interaction, Locked, NFT Collection, Requires review, Reviewed, Tax Outcome, To, Tx ID, Tx Method ID, Tx Signature
Downloading your transactions (CSV)
The Download CSV button has moved from the top-right of the page to the bottom. Functionality is unchanged.
Who has access?
This update is currently available to:
Accountants
Collaborators
Paid users
Users who signed up after March 24, 2026
Users on a free plan who signed up before March 24, 2026 do not have access.
Part of Early Access
This update is part of Early Access Features, where you can preview and try new updates before they’re released more widely.
You can learn more about how Early Access works in the Early Access Features article.
Need help?
If you have any questions or need help, we're here for you! Feel free to reach out to us via the in-app chat in the bottom-right corner or send your inquiries to [email protected]