Generic import via CSV or Excel template

Voraussichtliche Lesezeit: 2 min

Your exchange or wallet is not yet connected or you want to import multiple accounts at the same time? Then use the manual import, which you can find at the bottom of the data import area. You can also add and edit trades manually. More information can be found here.

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Manual import of exchanges and wallets

Manual import is used for all exchanges and wallets for which no direct integration exists. In addition, several exchanges and wallets can import accounts at the same time.

Download the CSV or Excel template. For a better overview we have already created an example for each transaction type. Please delete them before importing the file into our system.

Then follow the instructions on the website to manually import your transaction data into our format and import it into the Cryptotax application. The time zone used in our system is the Universal Time Coordinated (UTC).

We recommend editing the Excel import file with Microsoft Excel and the CSV file with a text editor. Here you can find an overview which programs are recommended.

Note: If you insert all the data you want to import into Excel, you can apply the formatting of our sample transactions – before deleting them – to your inserted data using the Excel “Transfer format” function.

Example for entering the fees: When importing, make sure that the fee statement follows the correct formatting, which can be challenging at first. The following illustrations can be helpful in this respect:

Deposit

There should be no fees here, as these are usually incurred by the withdrawals; if there are still fees, the total amount (incl. fee) must be entered under buy_amount. The paid fee is shown separately under fee_amount.

Withdrawal (payment) and trade fee in the currency of the sell_asset

Here the amount excl. fee will be entered under sell_amount, because the value in fee_amount will also flow out of the account.

Trade – Fee in the currency of the buy_asset

The total amount (incl. fee) of the incoming asset is entered here under buy_amount. The fee is shown separately under fee_amount. The total amount flows in, the fee_amount out, i.e. in the result there is an increase in the account in the amount of the net amount.

Instructions for entering hard forks: If you have experienced a hard fork on a wallet, a “copy” of the original wallet will be created at the time of the hard fork, i.e. all old transactions will also be copied for the new asset created from the fork. Before importing, it is important that you delete all transactions that took place before the hard fork for the new asset and replace them with a deposit equal to the total coins received by the fork. The deposit date should be set after the hard fork date but before the first transaction with the new asset. In addition please consider that the origin and Fork asset must be in the same account.

Example for entering Hard Forks – BCH Fork on 01.08.2017:

Data export BTC Wallet

01.05.2017 Deposit 1 BTC

05.06.2017 Withdrawal 0.8 BTC

05.09.2017 Withdrawal 0.1 BTC

Data Export BCH Wallet

01.05.2017 Deposit 1 BCH

05.06.2017 Withdrawal 0.8 BCH

07.08.2017 Deposit 3 BCH

Now the changes above must be made:

Data export BTC Wallet

01.05.2017 Deposit 1 BTC

05.06.2017 Withdrawal 0.8 BTC

05.09.2017 Withdrawal 0.1 BTC

Data Export BCH Wallet

02.08.2017 Deposit 0.2 BCH

07.08.2017 Deposit 3 BCH

Both the export data of the BTC and the BCH Wallet must be imported into one account: e.g. “BTC / BCH Wallet”. After the upload, the deposit from 02.08.2017 can be classified as Hard Fork.

Classifying data by manual import

Normally you can specify your data in the classification area, i.e. hard forks, account transfers, OTC trades, staking, mining, master nodes and more. As this can be very time-consuming for larger quantities of small transactions, e.g. for mining, staking or the operation of master nodes, we offer you the possibility to classify deposits during manual import. Only classifications are possible, which concern only one account, thus no linking of deposits and withdrawals require or further inputs like with Hard Forks or OTC Trades. Enter the classification in the column provided for this purpose – as shown in the manual on the manual import page.

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