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Transaction limit criteria and calculation

Find out how CryptoBooks counts the transactions included in your plan.

Updated over 2 months ago

Read this article to learn how the transactions in your plan are calculated towards your subscription limit.


CryptoBooks Subscription Plans

CryptoBooks subscription plans differ, among other features, in the number of transactions allowed per account:

  • Newbie → Up to 100 transactions

  • Enthusiast → Up to 1,000 transactions

  • Trader → Up to 10,000 transactions

  • Unlimited → Unlimited transactions

  • Family → Unlimited transactions (shared across up to 4 profiles)


How do we count transactions?

During the subscription period, users can import transactions up to the maximum number allowed by their selected plans. Transactions are counted based on the import date, not the date on which they were originally carried out.

During the year of subscription, users can connect sources, create manual transactions and import csv files up to the maximum limit of their plan, regardless of when the transactions actually took place.

If users reach their transaction limit, they must upgrade their plan to keep using the product.


What happens with deleted transactions?

Transactions can be deleted in the following ways:

  • Deleting a connected source removes all its associated transactions

  • Deleting an imported CSV file

  • Manually deleting individual transactions

Impact on Transaction Limit

  • When a user deletes a transaction that was originally created in a previous subscription year, it does not affect the transaction count for the current subscription.

  • If the user decides to re-import, re-create, or re-connect those transactions during the current subscription year, they will be counted again, as they are treated as newly created transactions.

  • Deleting transactions that were created during the current subscription year will reduce the transaction count accordingly.


Warning during deletion

Disconnecting a Source (Wallet or Exchange)

When you disconnect a source, please note:

  • Transactions imported during your current subscription will be deleted, and your transaction count will decrease accordingly.

  • Transactions imported in previous subscription periods will also be deleted, but your transaction count will remain unaffected.

  • ⚠️ If you reconnect this source in the future, all transactions will be recreated from scratch and will count toward your current transaction limit.


Deleting a CSV File Imported During the Current Subscription

When deleting a CSV file that was uploaded during your current subscription:

  • The associated transactions will be removed, and your transaction count will decrease accordingly.

  • ⚠️ Re-importing the file later will recreate those transactions, which will count toward your current transaction limit.


Deleting a CSV File Imported During a Previous Subscription

If the CSV file was uploaded in a previous subscription period:

  • Deleting it will not affect your current transaction count.

  • ⚠️ However, re-importing it during your current subscription will recreate those transactions and impact your current transaction limit.


Deleting a Manual Transaction Created During the Current Subscription

You’re about to delete a transaction created during your current subscription:

  • This action will reduce your transaction count.

  • ⚠️ If you recreate the transaction later, it will count again toward your current limit.


Deleting a Manual Transaction Created in a Previous Subscription

You’re about to delete a transaction created in a previous subscription period:

  • This will not reduce your current transaction count.

  • ⚠️ If you recreate it now, it will be treated as a new transaction and will count toward your current limit.

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