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Create a manual CSV report of your transactions
Create a manual CSV report of your transactions

How to create a crypto transaction report using our in-house spreadsheet template.

Alex Miles avatar
Written by Alex Miles
Updated over a week ago

Note: Do you have a CSV from an exchange, but you don't want to format it yourself? Just upload it to our app and our team will take care of it for you 🙂

Our manual upload template is useful when you want to:

  • Report miscellaneous transactions like over-the-counter trades, airdrops, ICOs, mining gains, and more

  • Upload data from an exchange that doesn’t offer CSV or API reports

  • Create a combined report of all your data

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

Type:

This first column indicates what type of transaction took place. Here are the valid transaction types:

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

Deposit: Moving crypto into an exchange or wallet.

Withdrawal: Taking crypto out of an exchange or wallet.

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

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.

Mining: Crypto received as reward for mining. 

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

Columns:

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.

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