CryptoBooks plans differ, among other things, for the number of transactions that the user’s account can contain.
Newbie → 50 transactions
Enthusiast → 500 transactions
Trader → 5000 transactions
Unlimited → unlimited transactions
Family → unlimited transactions (for up to 4 profiles)
How do we count transactions?
The user has the plan limit of transactions available for each year of subscription.
This means that we count transactions by “Download/Creation Date”, not by “Transaction Date”.
During the year of subscription, the user 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 the users reach their transaction limit, they must upgrade their plan to keep using the product.
What happens with deleted transactions?
Transactions can be deleted as follows:
Removing a source deletes all its transactions
Deletion of a csv file
Manual deletion of manual transactions
Every time a user deletes a transaction created during another subscription year, this doesn’t affect the transaction count for the current subscription.
If the user wants to re-upload, re-create or re-connect a transaction in the current subscription plan, then the count will be impacted because transactions are to be created again at a new date.
Every time a user deletes a transaction created during the current subscription, the count of transactions decreases.
Warning during deletion
Disconnect a source
When disconnecting a source (wallet or exchange) please keep in mind the following:
All the transactions imported through that source during your current subscription will get deleted and the transaction count will decrease according to the number of transactions removed
All the transactions imported through that source before the current subscription period will be deleted but your transaction count will not decrease
Please beware that, if you need to connect this source again, all transactions will need to be created from scratch and this will impact your current transaction limit
Delete a csv file imported during current subscription
When deleting a CSV file previously uploaded please keep in mind the following:
The transaction count will decrease according to the number of transactions deleted
Please beware that, if you need to import this file again, all transactions will need to be created from scratch and this will impact your current transaction limit
Delete a csv file imported during previous subscriptions
These transactions were imported before the current subscription period, so your transaction count will not decrease
Please beware that, if you need to import this file again, all transactions will need to be created from scratch and this will impact your current transaction limit
Delete a manual transaction created during current subscription
Please note that you’re about to delete this transaction: this will result in your transaction count decreasing
Please beware that, if you need to create this transaction again, it will increase your current transaction count
Delete a manual transaction created during previous subscriptions
Please note that you’re about to delete this transaction: since it was created in another subscription period, this will not result in your transaction count decreasing
Please beware that, if you need to create this transaction again, it will increase your current transaction count