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How to add transactions manually

Written by Robin Singh

We recommend that you import your transactions using either auto-sync (API) or CSV/Excel files that you have downloaded from the exchange itself.

If this is not possible you have two options:

  • Create your own CSV
    Create a custom CSV file with all your transactions - this is ideal if you have a lot of transactions

  • Add manual transactions
    Add transactions manually via Koinly - when you only have a handful of transactions.

Manually added transactions can be identified by an "M" icon in Koinly. This helps in distinguishing manually entered data from those imported via API or CSV files.

Adding a manual transaction

  1. Transactions page
    Go to the Transactions Page

  2. Add
    Click the "Add" button

  3. Transaction type
    Select the type of transaction to add: Deposit, Withdrawal or Trade

  4. Transaction details
    In the edit popup, fill the details of the transaction: time and date, wallet, amount and type of asset traded

  5. Worth
    Optionally, you can set the worth of the transaction (if you don't, Koinly will assign it automatically)

  6. Tag
    Optionally, you can add a tag to the transaction (see What are tags?)

  7. Other meta-data
    Optionally, you can include other meta-data like Description, Transaction hash, Destination address, Source address, etc.

  8. Save
    Click "Save" once done

Adding a deposit

Adding a Trade

📌 Examples

Receiving a staking reward

Add a deposit with "Reward" tag

Buying crypto using a credit card

If you paid for the crypto acquired using methods you didn't add to Koinly (like your credit card, bank account, etc.), add a deposit of crypto and set the worth equal to the total you paid (including any processing fees)

Selling crypto directly

If you sold crypto and received the proceeds to a bank account or your credit card, add a withdrawal and set the worth equal to the exact amount received

Trading one crypto for another

Add a trade and fill the necessary information: what crypto was sold and which one was received in return. You can also add a Fee if there was one associated with the trade using the "+ Fee" button:

Closing a futures position with a gain

If you traded futures (e.g. had a Long position on BTC) and closed it with a profit (e.g. 500 USDC, because this was a USDC-denominated market), then add it as a deposit of USDC with a "Realized P&L" tag (you don't add the trade of BTC for derivative contracts, only the outcome - see Futures and perpetuals PNL)

Similarly, for losses on Futures, you would only add a withdrawal equal to the final loss when the position was closed.

Transferring crypto between wallets

☝️ Before you add a transfer, make sure that the part of the transfer on the other wallet is missing as well - otherwise, you'll duplicate your transactions. See How Koinly handles transfers between your own wallets

Add either a deposit or withdrawal and change the type to transfer. Then fill the information for both legs of the transfer (from which wallet, to which wallet). Transfer fee will be calculated automatically as the difference between the amount sent and received

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