New transactions experience

Transactions is CoinTracker's most critical and frequently used product. It's where users go to view all crypto activity, see their tax implications, dive into details, and fix any errors to ensure accurate tax filing. After speaking with hundreds of users, our team designed a completely new transactions experience—reimagining and rebuilding it from the ground up.

Role

Lead designer

Team

CoinTracker

New transactions experience

Transactions is CoinTracker's most critical and frequently used product. It's where users go to view all crypto activity, see their tax implications, dive into details, and fix any errors to ensure accurate tax filing. After speaking with hundreds of users, our team designed a completely new transactions experience—reimagining and rebuilding it from the ground up.

Role

Lead designer

Team

CoinTracker

New transactions experience

Transactions is CoinTracker's most critical and frequently used product. It's where users go to view all crypto activity, see their tax implications, dive into details, and fix any errors to ensure accurate tax filing. After speaking with hundreds of users, our team designed a completely new transactions experience—reimagining and rebuilding it from the ground up.

Role

Lead designer

Team

CoinTracker

Background

Users were spending over 100 hours preparing their crypto transactions for tax season—we knew that couldn’t continue. The Transactions page previously displayed only a few transactions at a time, making it painstaking to fix errors and categorize transactions. The layout wasn’t easily scannable, identifying areas of concern was difficult, and users often felt overwhelmed by too much information.

Background

Users were spending over 100 hours preparing their crypto transactions for tax season—we knew that couldn’t continue. The Transactions page previously displayed only a few transactions at a time, making it painstaking to fix errors and categorize transactions. The layout wasn’t easily scannable, identifying areas of concern was difficult, and users often felt overwhelmed by too much information.

Background

Users were spending over 100 hours preparing their crypto transactions for tax season—we knew that couldn’t continue. The Transactions page previously displayed only a few transactions at a time, making it painstaking to fix errors and categorize transactions. The layout wasn’t easily scannable, identifying areas of concern was difficult, and users often felt overwhelmed by too much information.

Solution

We launched a dense spreadsheet-like interface with power features to enable users to better understand and manipulate their transactions. The new transactions experience enables you to easily search (powered by AI), filter, review, and bulk edit 100s of transactions at a time in a glanceable, actionable interface. This revamped Transactions page includes enhancements like bulk transfer support for tokens and NFTs and the option to hide staking rewards for a cleaner view.

Solution

We launched a dense spreadsheet-like interface with power features to enable users to better understand and manipulate their transactions. The new transactions experience enables you to easily search (powered by AI), filter, review, and bulk edit 100s of transactions at a time in a glanceable, actionable interface. This revamped Transactions page includes enhancements like bulk transfer support for tokens and NFTs and the option to hide staking rewards for a cleaner view.

Solution

We launched a dense spreadsheet-like interface with power features to enable users to better understand and manipulate their transactions. The new transactions experience enables you to easily search (powered by AI), filter, review, and bulk edit 100s of transactions at a time in a glanceable, actionable interface. This revamped Transactions page includes enhancements like bulk transfer support for tokens and NFTs and the option to hide staking rewards for a cleaner view.

New transactions experience

Review hundreds of transactions at once with a more streamlined layout. Each transaction row is simplified, highlighting key details like fees, amounts paid, and assets involved. Expand a transaction to view a detailed table of accounting calculations.

Streamlined categorization

Categories provide essential context for each transaction and communicate tax implications. CoinTracker automatically determines categories for top dApps, streamlining auto-categorization and accounting calculations. If the automatic classification isn’t quite right, quickly make adjustments with inline editing.

Simple bulk actions

Based on user feedback and behavior, we’ve added the ability to select multiple transactions at once to be able to change categories, delete, ignore, or mark them as spam—saving hours of time and effort.

Simple bulk actions

Based on user feedback and behavior, we’ve added the ability to select multiple transactions at once to be able to change categories, delete, ignore, or mark them as spam—saving hours of time and effort.

Simple bulk actions

Based on user feedback and behavior, we’ve added the ability to select multiple transactions at once to be able to change categories, delete, ignore, or mark them as spam—saving hours of time and effort.

Personalized transactions view

We’ve cleaned up filters and added new display settings to help users customize their view for their needs. They can hide spam transactions that previously took up half of their view and sort by gains for easier tax prep.

Personalized transactions view

We’ve cleaned up filters and added new display settings to help users customize their view for their needs. They can hide spam transactions that previously took up half of their view and sort by gains for easier tax prep.

Personalized transactions view

We’ve cleaned up filters and added new display settings to help users customize their view for their needs. They can hide spam transactions that previously took up half of their view and sort by gains for easier tax prep.

Bridge or link transactions

Bridging in crypto enables the transfer of assets between different blockchain networks, but it is often hard for models to identify when this happens. We provided the ability to manually bridge or link transactions, ensuring more accurate tracking.

Bridge or link transactions

Bridging in crypto enables the transfer of assets between different blockchain networks, but it is often hard for models to identify when this happens. We provided the ability to manually bridge or link transactions, ensuring more accurate tracking.

Bridge or link transactions

Bridging in crypto enables the transfer of assets between different blockchain networks, but it is often hard for models to identify when this happens. We provided the ability to manually bridge or link transactions, ensuring more accurate tracking.