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How to Enter Transactions into CoinTracking


TL;DR

To track your crypto portfolio in CoinTracking, you must first enter your transactions. You can do this by setting up automatic API import, by importing CSV files from exchanges, or manually. For API as an example find your exchange on our import page and follow the on-screen instructions to connect your API address and automatically import your trades.


What options do I have?

To use CoinTracking for tracking your portfolio performance, you need to first import or enter your transactions. You can do this on the Imports and Transactions page using one of the following three methods:

  1. API Import

  2. CSV Import

  3. Manual Entry


Method 1: API Import

For automatic syncing, connect your exchange via API:

  • On the Imports page, scroll down

  • Select your exchange and follow the API instructions provided

  • Once connected, trades will be imported automatically and updated regularly


Method 2: CSV Import

You can upload exchange data using CSV files. To do this:

  • On the Imports page, scroll down

  • Click the logo of the exchange you want to import from

  • Follow the exchange-specific instructions


Method 3: Manual Entry

Go to Transactions > Overview & Manual Import, and click the New button above the table to add a trade manually.

Example:
 You bought 1 BTC for 95000€
➡ Buy = 1 BTC
➡ Sell = 95000 EUR
 ➡ Transaction Type = Trade


Don’t Forget to Enter Fees

If your trade includes a fee, be sure to add it. Fees can affect your profit/loss calculations and should be entered in the appropriate field for each transaction.


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