We highly recommend that you import transactions using either auto-sync (API keys) or exported CSV/XLSX files from exchanges. If for some reason this is not possible, you have two options for importing transactions:

  • Add transactions to our generic Excel file and then upload the file. Read more

  • Manually add transactions one by one - should only be used if you have a few transactions, typically less than 10.

If adding transactions manually is still the right choice for you, then follow these steps:

  1. Add a new wallet - either for an exchange/blockchain/service, or click Add custom wallet if you don't see the name you are looking for. You can also add transactions to an already existing wallet.

  2. Go to the Transactions page

  3. Click on + Add Transaction

  4. Select a transaction type, date and time, and the wallet you want to add your transaction to. Then specify the currency and amount for your transaction.

  5. Click Add Transaction to save the transaction

Here is an example:

Recommended reading:

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