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How To Manually Import Transactions

How to create a crypto transaction report using our in-house spreadsheet template. Upload all of your crypto history and calculate your crypto taxes.

Use our manual entry page or CSV template to import non-exchange transactions

Our manual upload template is useful for adding transactions to your account. If you need to add just a few transactions, you can instead use the manual entry page on your account.

Download it here, and see below for instructions on how the template works. 

Manual entry or the manual entry spreadsheet are useful for when you need to report special situations. These links below lead to articles that discuss specifics of how to put together manual entries for such situations:

Be sure to fill out the sheet according to the example first row. See below for descriptions on what goes into each column.

Type

This first column indicates what type of transaction took place. Here are the valid transaction types — the type column must be one of the below types:

Trade: Exchanging crypto for crypto or fiat for crypto (and vice versa). This type is also used for crypto gifts received.

Deposit: Moving crypto into an exchange or wallet.

Withdrawal: Taking crypto out of an exchange or wallet. Be sure to type it as "withdrawal", not "withdraw."

Income: Receiving crypto as income. For example: airdrops, hard forks, being paid in crypto, receiving crypto as a promotion (e.g. referral bonuses), or gambling rewards.

Staking: Receiving income via staking.

Mining: Crypto received as reward for mining. 

Spend: Spending crypto on goods or services.

Lost: Crypto lost, for example losing a private key for a wallet with crypto in it. 

Stolen: Crypto stolen, for example in the event of a wallet key being taken or an exchange hacked.

Gift: Crypto given away. Use the sell fields, leaving buy blank, and set the exchange as “Gift.”

BuyAmount and BuyCurrency 

These columns represent crypto you receive in a trade, or crypto you acquire. You use these columns in trade, deposit, income, and mining transactions.

SellAmount and SellCurrency

These columns represent crypto traded/transferred away or lost. You use these columns in trade, withdrawal, spend, lost, stolen, and gift transactions. 

FeeAmount and FeeCurrency

These columns account for any fees you paid for such transactions. This may be left blank as in some reports, transactions may already include fees in the amount.

Exchange

This column tells where/how the transaction took place. Put the exchange name if the trade was done over an exchange. If the trade relates to a deposit, withdrawal, or transaction originating from a wallet, put the wallet name (e.g. Exodus). If an over-the-counter trade, put OTC. 

Group

This column flags transactions that are margin trades. Leave blank unless the transaction is a margin trade, in which case it should read as “margin.”

Comment

This column is just that: comments. It’s optional to fill in any comments, but it can be helpful to keep track of what transactions were for.

Date

This column should be formatted as MM/DD/YY HH:MM UTC.

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