If your exchange has shut down, filed for bankruptcy, or no longer provides API access, you can still track your transactions in CoinTracker by manually uploading CSV files.
Continue reading to learn how to retrieve your transaction history and import CSV files to maintain accurate records.
Step 1: Download your transaction history
Before making any changes to your CoinTracker account, ensure you have a complete record of your transactions by following the below steps:
- Sign in to your exchange account (if you still have access).
- Navigate to the section where you can export your transaction history. This may be labeled Reports, Transaction History, or Trade History.
- Download the CSV file with your complete transaction history.
If the exchange is completely shut down and CSV downloads aren’t available, reconstruct your transaction history using personal records, emails, or by cross-checking with your backup file.
Step 2: Disconnect the exchange (if applicable)
Important: Removing a wallet will delete any past transactions imported through the API. Make sure you have a backup before proceeding. You can also export your transaction history from CoinTracker before making changes.
If the exchange is still linked to CoinTracker but is no longer syncing transactions correctly, disconnect it only after securing your transaction history. Follow the steps below to disconnect the exchange:
- Sign in to CoinTracker, and go to the Wallets page.
- Locate the exchange or wallet from your list.
- Click the [...] icon next to the exchange/wallet name.
- Select Remove exchange/wallet.
Step 3: Format the exchange CSV for CoinTracker
Before importing your CSV, check the details in the Custom file option for guidance on importing your file. You can find this by searching for your exchange on the Add wallets page.
If your CSV needs to be reformatted to CoinTracker’s CSV format, follow this article for detailed steps on how to convert it.
Step 4: Upload your CSV to CoinTracker
To upload your CSV to CoinTracker, sign in to your account and follow these steps:
- Go to the Wallets page.
- Click Add wallet.
- Enter the exchange's name to upload your CSV, or enter CSV to upload a CoinTracker CSV.
- Select the file and click Import.
Troubleshoot import errors
If you run into any issues while trying to import your CSV:
- Check out this article to troubleshoot specific error messages.
- For general CSV troubleshooting tips, refer to this article.
Step 5: Review and reconcile transactions
Once the CSV is uploaded, review your transactions for accuracy:
- Compare balances with your records
- Check for missing transactions
- Adjust cost basis if needed
If you find discrepancies, cross-check with your backup file, exchange statements, or email confirmations.
Handle special cases when importing transactions
Handling multiple-year CSV files
If your exchange provides separate CSV files for each year, make sure you import them into the same wallet, one file at a time.
Handling bankruptcy cases
If an exchange has filed for bankruptcy, the value of assets held on the platform may be uncertain and might need to be categorized as lost funds. Learn more
Tracking stuck or unavailable funds
If your assets are inaccessible but not necessarily lost, label them appropriately in CoinTracker for tax reporting. For more on handling lost, stolen, or worthless cryptocurrency, check out this article.
Migrating to a new exchange
If you've moved to a new platform, add the exchange to your account to keep tracking transactions. This ensures your CoinTracker account stays up to date.