Data Viewer Guide

Overview

The Data Viewer tab gives you direct access to all the data stored in your PrivateACB database. Use it to verify imported transactions, inspect calculation results, edit individual values, export data to CSV, and manage deletions.

What you’ll learn:

How to browse and switch between database tables
How to sort, filter, and search your data
How to edit transaction values directly in the grid
How to export data to CSV or copy to clipboard
Where deletion controls are located

Keyboard shortcut: Ctrl+3

Accessing the Data Viewer

Open your database in PrivateACB
Click the Data Viewer tab in the top navigation bar (or press Ctrl+3)

You’ll see three main areas:

Control panel (top) — Table selector and deletion controls
Toolbar (middle) — Record count, Copy Selected, and Export CSV buttons
Data grid (main area) — Your data displayed in a sortable, filterable table

Selecting a Table

The Table dropdown in the top-left of the control panel lets you switch between all database tables. When you select a table, PrivateACB loads its columns and data into the grid.

Key Tables for Users

Table	What It Contains	When to Use
trades_table	Your imported transactions with trade details (price, amount, fees, exchange)	Verify imports, check prices, edit values
records_table	Base transaction records (timestamp, asset, type, exchange)	Check transaction dates and types
capital_gains	Calculated gains and losses per disposal	Review calculation results
tax_lots	Active and exhausted tax lots (US calculations)	Verify lot tracking
acb_calculation_jobs	Calculation history (asset, method, date, status)	Check past calculations
import_jobs	Import history (filename, date, record count)	Review what you’ve imported
market_rates	Exchange rates (Bank of Canada, Federal Reserve) and crypto prices (CoinGecko)	Verify rate data
asset_conversions	Pre-calculated currency conversions	Check conversion results

Tip: Most users spend their time in trades_table (to verify transactions) and capital_gains (to review calculation results). The other tables are useful for troubleshooting.

Using the Data Grid

Sorting

Click any column header to sort the data:

First click: Sort ascending (A→Z, oldest→newest, lowest→highest)
Second click: Sort descending (Z→A, newest→oldest, highest→lowest)
Third click: Remove sort

The default sort is by timestamp (newest first).

Filtering

Each column has a floating filter — a text input box directly below the column header. Type in any filter box to instantly filter the table:

Type BTC in the Asset column filter to show only Bitcoin transactions
Type buy in the Trade Type filter to show only purchases
Type Coinbase in the Exchange filter to show only Coinbase transactions

Filters are case-insensitive and match partial text. You can filter multiple columns simultaneously.

Pagination

The grid displays data in pages. Use the controls at the bottom of the grid:

Page size: Choose 10, 25, 50, or 100 records per page (default: 50)
Navigation: Use Previous/Next buttons to move between pages

Selecting Rows

Click the checkbox on any row to select it, or click the header checkbox to select all visible rows. Selected rows are highlighted in cyan. Selection is used for the Copy Selected feature.

Column Management

Reorder columns: Drag a column header left or right
Resize columns: Drag the border between column headers
Show/hide columns: Click the menu icon on any column header to toggle column visibility

Editing Data

Certain columns in certain tables support inline editing — you can click a cell, type a new value, and save it directly.

Editable Tables and Columns

Table	Editable Columns
trades_table	price, amount_base, amount_quote, buy_fee_amount, sell_fee_amount
asset_prices	price, volume
exchange_rates	rate

Editable cells have a subtle cyan background to distinguish them from read-only cells.

How to Edit

Click an editable cell — it becomes a text input
Type the new value
Press Enter, Tab, or click away to save
A confirmation message shows the old and new values

If you enter an invalid value (non-numeric for a numeric field), the cell reverts to its previous value.

When to Edit

Common reasons to edit transaction data:

Correcting a price that was imported incorrectly
Fixing a fee amount that was wrong in the source CSV
Updating an exchange rate that was fetched incorrectly

Important: After editing transaction data, you should recalculate ACB for the affected asset. Edits do not automatically update calculation results.

Exporting Data

Export CSV

Click the Export CSV button in the toolbar to download the entire table as a CSV file.

Filename format: {tableName}_export_{YYYY-MM-DD}.csv
Example: trades_table_export_2026-02-20.csv
Includes: All records in the table (not just the current page), all visible columns

Copy Selected

Select one or more rows using the checkboxes, then click Copy Selected to copy them to your clipboard in a tab-separated format. Paste directly into Excel or Google Sheets.

Deletion Controls

The deletion panel sits in the control panel alongside the table selector. It provides 7 deletion strategies for managing your data.

For the complete deletion guide — including all 7 strategies, impact analysis, common scenarios, and safety tips — see the Deletion Guide.

Quick reference:

Strategy	Deletes
Delete Import Job	All records from one specific import
Delete Asset	All records for one asset across all imports
Delete ACB Job	One calculation’s results (keeps transaction data)
Delete Market Data	Exchange rates and/or crypto prices
Delete Date Range	All records in a date range
Delete Conversions	Pre-calculated currency conversions
Delete Entire Dataset	Everything (keeps database structure only)

Safety: All deletions show an impact analysis before proceeding, and all are atomic (if any part fails, nothing is deleted). There is no undo — always back up your database first.

Common Scenarios

Verifying an Import

After importing a CSV, check that the data looks right:

Go to Data Viewer (Ctrl+3)
Select trades_table from the Table dropdown
Sort by timestamp (newest first) to see your latest import at the top
Filter by exchange name to isolate the import
Check that prices, amounts, and fees look correct
If anything is wrong, either edit the cell directly or delete the import and re-import a corrected CSV

Finding a Specific Transaction

Select trades_table
Use the floating filters:
- Type the asset symbol (e.g., ETH) in the Asset column
- Type the approximate date in the Timestamp column
- Type the trade type (e.g., sell) if you know it
The grid narrows down to matching transactions

Reviewing Calculation Results

Select capital_gains from the Table dropdown
Filter by asset to see gains/losses for a specific cryptocurrency
Check the proceeds, cost basis, and gain/loss columns
Cross-reference with the Reports tab for the formatted tax report view

Exporting Data for Your Accountant

Select the table you want to export (e.g., trades_table or capital_gains)
Click Export CSV
Save the file and share it with your accountant
The CSV opens in Excel, Google Sheets, or any spreadsheet application

Correcting a Wrong Price

Select trades_table
Filter to find the transaction with the wrong price
Click the price cell — it becomes editable
Type the correct price and press Enter
Go to the ACB Calculator tab and recalculate the affected asset

Troubleshooting

Grid shows “No data to display”

The selected table is empty. This is normal for tables like capital_gains or tax_lots before you’ve run any calculations.

Can’t edit a cell

Only specific columns in specific tables support editing (see Editable Tables and Columns above). Most columns are read-only to protect data integrity.

Export CSV is empty or missing data

Make sure you have a table selected and data is loaded in the grid. If the table selector shows a table but the grid is empty, try switching to a different table and back.

Grid loads slowly

Large tables (10,000+ records) may take a few seconds to load. The grid handles up to 100,000 records. If your database is very large, use column filters to narrow down what you need.

Deletion Guide — Complete guide to all 7 deletion strategies
Import Flow Guide — How to import transaction data
Database Management Guide — Backing up and managing your database
Export Database Guide — Exporting optimized database backups

Last Updated: February 2026 PrivateACB Version: 2.0