CoinTracker integrates with many blockchains, exchanges, and wallets. When automatic syncing isn't available or a bug occurs, you can manually import transactions using CSV files. If the original CSV isn’t compatible, follow the steps below to convert it into CoinTracker’s format and ensure a successful import.
If you encounter errors while importing your CSV, refer to our tips to resolve these error messages.
Format your transaction history CSV for CoinTracker
Step 1: Export your transaction history
- Go to the wallet or exchange you want to add to CoinTracker.
- Locate the option to export your transaction history as a CSV file.
- If unavailable, contact the wallet or exchange for help.
Step 2: Prepare your CSV for CoinTracker
- Download the CoinTracker CSV template. This template includes the required headers for reformatting your CSV.
- Reformat your CSV. Add your transactions to the template or use it as a guide.
Important:
- The headers must match the template exactly.
- All columns must be included.
- Do not delete or add columns.
- Columns can appear in any order.
Here’s the correct format for the first (header) row in your CSV and what data appears in each column:
Column A | Column B | Column C | Column D | Column E | Column F | Column G | Column H |
Date | Received Quantity | Received Currency | Sent Quantity | Sent Currency | Fee Amount | Fee Currency | Tag |
Date of transaction | Amount of crypto or cash received | Type of crypto received | Amount of crypto or cash sent | Type of crypto sent | Transaction fee amount in the currency it was paid | Type of currency that your transaction fee was paid in |
CoinTracker CSV tags: Use tags to categorize send/receive transactions by type for better tracking and tax purposes.* |
Step 3: Add data to the template
Add your data from your original CSV to the downloaded template:
Date and time
- Date (Column A): Enter the exact date and time of the transaction. Time entries are optional.
- Format: MM/DD/YYYY HH:MM:SS (For example, 06/14/2017 20:57:35).
- Time: Optional. If included, it should be in UTC. Convert any non-UTC times to UTC for accuracy.
Formats
- Numbers: Use numbers only, including decimals (for example, 1.05). No negative numbers.
-
Currency: Use the asset’s ticker symbol (for example, BTC for Bitcoin, USD for US Dollars).
- Only use supported cryptocurrency by CoinTracker.
- For unsupported cryptocurrencies, you may receive errors. In this case, create a custom currency to ensure it can be used and properly uploaded into CoinTracker.
Send and receive transaction data
-
Blank cells/values: Leave blank if no data exists. For example:
- Staking rewards will only have Received data. In this transaction, Sent Quantity and Sent Currency will be blank.
- Transfers between wallets or exchanges will only have sent data. In this transaction, Received Quantity and Received Currency will be blank.
- Pairs: For trading pairs, separate the trading pair into individual entries
CoinTracker CSV Tags (Column H)
In Column H, use CoinTracker CSV tags to categorize send/receive transactions for better tracking and tax purposes. Tagging is optional, but if used, ensure the text matches the available CoinTracker CSV tags exactly.*
- Tag format: Ensure the text matches the available CoinTracker CSV tags exactly. Unsupported tags will cause the import to fail or ignore the row.
- When to use tags: To specify send/received transactions. Without tags, imported transactions default to Sent, Received, Trade, or Transfer. Tags can be added before import or changed manually after import.
- Not for all transactions: Do not use tags for trades or transfers.
- Not for transaction memos: Do not use this column for memos or notes. You can add notes to transactions after import by editing them.
Step 4: Upload your CSV to CoinTracker
- Save the file as .csv file type.
- Go to CoinTracker > Wallets.
- Click Add wallets.
- Enter CSV.
- Follow the instructions to import your CSV file.
CSV format examples for different transaction types
Trades
- Action: You exchange one crypto for another crypto.
-
Format:
- Trades will have both a Sent and Received quantity.
- Leave Fee Amount and Fee Currency blank, if no fee applies.
- Leave the Tag column blank.
Using the example of selling 0.001 WAVES for 20.0941 USD, see the format below:
Original Format:
CoinTracker Format:
Buys
- Action: When you buy crypto with cash.
Column A | Column B | Column C | Column D | Column E | Column F | Column G | Column H |
Date | Received Quantity | Received Currency | Sent Quantity | Sent Currency | Fee Amount | Fee Currency | Tag |
09/03/2023 15:45:25 | 1 | BTC | 45000 | USD | 0.0004 | BTC | Leave blank |
Staking rewards
- Action: When you stake, you usually receive rewards at intervals.
Column A | Column B | Column C | Column D | Column E | Column F | Column G | Column H |
Date | Received Quantity | Received Currency | Sent Quantity | Sent Currency | Fee Amount | Fee Currency | Tag |
09/01/2023 00:00:00 | 0.01 | ETH | Leave blank | Leave blank | Leave blank | Leave blank | staking |
Transfers
- Action: When you transfer crypto between wallets or exchanges.
Outgoing transfer (transferring to another wallet):
Column A | Column B | Column C | Column D | Column E | Column F | Column G | Column H |
Date | Received Quantity | Received Currency | Sent Quantity | Sent Currency | Fee Amount | Fee Currency | Tag |
09/02/2023 12:30:00 | leave blank - you’re sending crypto | Leave blank | 5 | BTC | 0.0001 | BTC | Leave blank |
Incoming transfer (receiving a transfer from another wallet):
Column A | Column B | Column C | Column D | Column E | Column F | Column G | Column H |
Date | Received Quantity | Received Currency | Sent Quantity | Sent Currency | Fee Amount | Fee Currency | Tag |
09/02/2023 12:30:00 | 5 | BTC | Leave blank - you’re receiving crypto | Leave blank | Leave blank | Leave blank | Leave blank |
Feedback & improvement
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