Step 1:

Login to CoinSwitch app on your mobile device.

Step 2:

On the home page, click on the profile avatar.

Step 3:

Click on the Reports tab.

Step 4:

Click on the Account statement

Step 5:

Select the Date type as Fiscal year and click on Send Statement. The report will be delivered over email in 10-15 minutes.

Step 6:

You will receive files in .csv format in the email. Navigate to Step 1. Import. Select Add Account then choose the Coinswitch tab on CoinLedger. Click on Upload File and drag your CSV files into the box to import your transactions.

When importing a transaction history CSV, you will have the option to specify a start date for your import under the Drag and Drop Files Here box. This feature is designed to prevent duplicate data from being imported. You can access this feature by hitting the Import Settings drop down menu, as shown below, and then specifying a date for your import to start from. All transactions after this date will be imported. You should not do this if you are importing all of your transactions into CoinLedger for the first time.

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