Imports

Introduction

If you're anything like us, you do way too many digital currency transactions to be inputting them manually.

CoinReporting supports importing transactions directly from a variety of exchanges.

There are two import methods: a direct connection (API) or uploading an export file. We prefer that you use the direct connection wherever possible.

Direct Connection

Direct connections are currently supported with the following exchanges: Kraken, Bitstamp, and Btc-E. Any transactions occurring on your account will be automatically transferred to CoinReporting.

You can also set up a direct connection by having us watch a public Bitcoin address. Any transactions that hit that address will automatically be transferred to CoinReporting. We hope to add support for HD Wallets, including BIP 32, Multibit, Electrum, and Armory wallets soon.

To initiate a direct connection, simply navigate to Import in the left menu, click the logo of the exchange you'd like to import from, and follow the on-screen instructions.

When transactions have been imported and are ready for your review, you'll see a lightning bolt icon in the top right corner of the interface. Click that to go through the import review process. That icon will illuminate in the coming days and months when we have new transactions.

By default, CoinReporting only downloads new transactions every 6 hours. To force an update, hover over the 'sync' icon in the list on the Accounts tab and click Sync Now.

File Upload

File Upload integrations are supported with just about every exchange we support.

To initiate a File Upload import, simply navigate to Import in the left menu, click the logo of the exchange you'd like to import from, and follow the on-screen instructions.

Import Review Process

When new transactions are imported via direct connection or file upload, you are brought to an Import Review process. This page will allow you to confirm that every transaction is valid and also categorize all transactions properly.

The screen will show the transaction date, amount, alternate currency amount if a trade, and allow you to enter a description and select a source/destination account.

Import De-Duplication

Currently CoinReporting does not intelligently de-duplicate imported transactions that occur in multiple places. For example, if you send money directly from Coinbase to Bitstamp and import both datasets into CoinReporting, the transaction in question will show twice.

For now, we encourage you to look for these when reviewing Imports. We hope to add automatic duplicate detection in the future.

You can also use the Transaction Report and Register to look for transactions that do not match your account statement from the other financial institution.