Feature requests (public)

Please improve how Koinly recognizes, groups, and displays complex blockchain transactions, particularly on Solana and other chains where one transaction can contain multiple instructions. A single user action may include several token transfers, fees, swaps, account interactions, deposits, withdrawals, rewards, or protocol instructions. In Koinly, these components can sometimes appear as separate or unclear transactions that require manual merging, editing, or deletion. Koinly should attempt to: • Group components associated with the same blockchain transaction or user action • Display every incoming and outgoing asset involved • Identify the protocol or application used • Explain how the individual components were combined • Show the relevant contract, program, or account address • Automatically recognize common DeFi transaction types • Clearly flag interpretations that are uncertain • Allow users to expand a transaction and inspect its underlying activity Common activities such as swaps, bridges, liquidity positions, vaults, perpetual trading, staking, lending, and borrowing should be recognized whenever enough blockchain information is available. Better recognition would improve accuracy and greatly reduce the amount of manual reconstruction required from users.

Problem: Current Dashboard page does not do its job. It looks like a vanila homepage of a CEX, with Graph, and Total Value, and assets' amount. We have those info with much more accuracy at our CEX already. I need to scroll through the list of HUNDRED of Wallets/Exchanges in order to verify that MY exchanges/wallets are connected (with a check marked),... Solution: Koinly's Dashboard supposes to present all RELEVANT info in one shot: Which EXCHANGES DID I get connected? How many WALLETS get connected. Which tax year I am working on. Which areas do I need to work on: Deposits/withdrawals/transfer/,... I enclosed my imaginary screenshot below.

Please add an optional AI-assisted troubleshooting tool within the individual transaction review screen. Complex transactions often require users to leave Koinly, open a blockchain explorer, research the protocol, inspect token movements, and determine how the transaction should be classified. An assistant could use the available transaction information to explain: • What likely occurred • Which protocol or application was used • Why Koinly assigned the current classification • Whether the activity appears to be a swap, transfer, bridge, reward, loan, repayment, liquidity event, fee, or another transaction type • Which parts of the transaction may require review • Whether related entries may need to be merged • What information is uncertain or missing • Which correction options are available within Koinly The tool should clearly distinguish verified blockchain data from an automated interpretation. It should not present itself as a replacement for professional tax advice. Users should also be able to report an incorrect interpretation. This feedback could help Koinly improve recognition of commonly used protocols and transaction types. Providing contextual help directly within each transaction could save users many hours of research and reduce the burden on customer support.

It would be useful to be able to create a backup that you can restore against before you delete a wallet. Especially if you've had to manually change entries or be able to save the manual entries for a wallet so if you have to delete and re-add you can manually restore the manual entries you saved (if possible)

Please add Proton Bitcoin Wallet, currently allows CSV export. https://proton.me/wallet

Please reconsider how transactions are counted toward Koinly’s pricing plans, particularly for wallets with complex Solana or DeFi activity. In my own testing, I imported the same primary Solana wallet into two new crypto tax accounts (Koinly & competitor) without making any manual changes. One service identified approximately 9,766 transactions, while Koinly identified approximately 21,666. After many hours of merging transactions and removing spam transactions, I was able to reach a similar transaction count in Koinly. This creates two significant problems. First, users may need to perform an unreasonable amount of manual work to turn low-level blockchain activity into meaningful transactions. Second, because Koinly’s pricing is based on transaction count, customers may be charged according to how Koinly divides the underlying blockchain data rather than according to the number of actions they actually performed. A single swap or protocol interaction may generate numerous token transfers, account movements, fees, instructions, or intermediate events. When these all arise from the same blockchain signature or user action, they should generally be grouped into one logical transaction. Possible improvements include: • Grouping all components from the same blockchain signature • Counting a grouped transaction as one transaction for plan purposes • Excluding internal bookkeeping entries created during processing • Excluding duplicate or intermediary events • Continuing to exclude spam and zero-value activity • Distinguishing raw blockchain events from billable transactions • Showing users if each transaction line counts toward the plan limit • Providing aggregation options for repetitive micro-rewards • Allowing users to preview their billable transaction count before purchasing a plan I understand that high-volume accounts require additional processing and support. However, pricing should be based as closely as possible on meaningful tax records or user actions rather than low-level components that users must manually combine. This change would make Koinly’s pricing more transparent and fair while creating a stronger incentive to improve automatic transaction grouping.

Please allow users to identify frequently used blockchain addresses and assign meaningful private names to them. When a user repeatedly interacts with an address, Koinly could ask the user to identify it using options such as: • My wallet • Exchange account • Protocol or application • Another person or business • Unknown address Users should also be able to assign a private nickname to any address, regardless of who owns it. Examples might include: • Personal cold wallet • Business wallet • Family member • Payment recipient • Specific exchange • Specific DeFi protocol These labels should appear throughout the transaction history and be available as filters. This could help Koinly: • Recognize transfers between a user’s own wallets • Reduce the risk of personal transfers being treated as disposals • Make transaction histories easier to understand • Identify recurring counterparties and protocols • Improve future automatic classifications • Reduce mistakes involving unfamiliar destination addresses Many blockchain explorers already allow users to assign private address labels. Adding similar functionality directly within Koinly would make transaction review much faster and clearer.

First of all. Koinly is the best tax toll i've seen so far. Most of my defi transactions are recognized correctly. BUT... your prics are way too high. Especially the fact that US Customers have to pay 299$ and EU Customers have to pay 299€. I don't get this unfair exchange rate. Why do we Europeans just have to pay more????

Koinly’s transaction review workflow would benefit from a major usability update, especially for users with multiple wallets, active trading histories, or complex DeFi activity. The current process often requires users to already understand how Koinly imports, groups, and classifies transactions. It can be difficult to determine which transactions genuinely require attention, why a transaction was classified a certain way, or what correction should be made. A redesigned review workflow could include: • A clear list of transactions that require action • Explanations of why each transaction was flagged • Better navigation between related transactions • Improved bulk-review and bulk-editing tools • A reconciliation dashboard showing progress and unresolved issues • Clearer guidance for transfers, swaps, deposits, withdrawals, rewards, and DeFi activity • A distinction between confirmed errors and transactions that are simply unusual The goal should be to help users understand what Koinly detected, how it reached its conclusion, and what action, if any, the user should take. This would make Koinly easier for newer users to understand while saving experienced users significant time during reconciliation.

Please add a dedicated Protocol Dashboard so users can review their activity one protocol at a time instead of sorting through everything in the complete transaction list. For users with active DeFi histories, protocol-level organization would make Koinly much easier to use. Many transactions only make sense when viewed in the context of the protocol where they occurred. The main dashboard could include: • A searchable list of recognized protocols • Filters by year, wallet, blockchain, and review status • An option to hide protocols with minimal activity • The total number of protocols detected • Total and unreviewed transaction counts • A clear indication of which protocols still require attention Each protocol could have its own page or summary showing: • Protocol name and blockchain • Relevant contract, program, or address • Total transactions • Unreviewed transactions • Timeline or yearly activity • Total income • Capital gain or loss • Fees paid • Wallets used with the protocol • Direct access to all related transactions The dashboard should also provide a protocol-specific review workflow so users can reconcile one protocol at a time . Unknown protocol interactions could appear in a separate section where users can review the associated addresses and help identify or label them. This would help users answer practical questions such as: • How much activity did I have with this protocol? • How many transactions still need review? • How much income did the protocol generate? • How much did I pay in fees? • What was my overall gain or loss? • Which transactions may belong together? A Protocol Dashboard would reduce manual work, provide valuable performance insights, and give users a much clearer way to reconcile complex DeFi activity.