The recommended approach for importing your complete transaction history is to use API or download a file directly from all exchanges and platforms where you transacted. However, in some cases it is necessary to add additional transactions manually, either by creating a CSV file or entering the transactions in-app.
If you have many transactions that need to be imported manually the manual CSV template is the best option.
If you have just a few transactions you can enter them directly in-app following the steps explained in this guide.
Adding a Single Transaction to an Existing Import Source
1. Select the platform and open up the Add Transaction view
From the Import stage select the platform where you want to add the additional transaction and then click Add Transaction.
2. From the Classification dropdown menu select the transaction type
3. Add the data for the transaction
Enter the Timestamp in UTC time as well as the assets involved in the transaction, and then select Save.
Note - Different assets are required depending on the transaction type. For example, Trade, Fiat Buy, and Fiat Sell transactions all require one Sent asset and one Received asset. Income transaction from Staking, Interest, and Airdrops require one Received asset. Each transaction type has the asset requirements displayed at the top. Once all requirements for the transaction have been entered they will be highlighted in green.
Adding a Single Transaction to a New Manual Import Source
1. Create a new manual import tab
From the Import stage select Add Account.
Then pull up a new Other Account tab. This will create a new manual import source.
Tip: Editing the name of this new import source will make it easier to review the transactions later on.
2. Select Add Single Transaction and then choose the transaction type
From here you can enter the Timestamp, Classification and Asset(s) for the transaction, and press Save once the process is completed.
Note - After saving one transaction, you can continue to add more manual transactions to the same import source.
The following videos show examples for importing each transaction type.
Adding a Trade
Trades include all fiat buys, fiat sells and crypto-to-crypto trades.
Adding a Deposit
Deposit transactions include airdrops, interest, staking, mining, hard forks, incoming gifts and any other crypto income earned.
Adding a Withdrawal
Withdrawal transactions include outgoing gifts, interest payments, theft loss, casualty loss, and investment loss.
If you have any more questions feel free to reach out to our Customer Support team!