CoinTracking Quick Start Guide
Welcome to CoinTracking!
Get started as easily as possible: we'll show you step by step how to set up your account, import your transactions, and create your first tax-compliant report. Stay in control of your portfolio and avoid common tax mistakes right from the start.
1. Import Your Transactions
Start by choosing the exchange, wallet or blockchain you want to connect to your CoinTracking account. Pro-tip: Start with the exchange you use most. This will give you a solid foundation in your dashboard. Goal: Fully automated imports – complete, regular, and error-free.
Choose the Import Method That Suits You Best
API Import, CSV Import, or Manual Import
API Import (Recommended): Connect your wallets or exchanges directly via API. CoinTracking will automatically import all transactions and keep them updated. CSV Import: Export CSV files from your exchanges and upload them into CoinTracking. Other Options: Add individual transactions manually or import custom file formats with full flexibility.
API Import (Recommended)
Automatic syncing of all your transactions
Connect your wallets or exchanges directly via API. CoinTracking will automatically import all transactions and keep them updated.
CSV Import
Upload transaction files from your exchanges
Export CSV files from your exchanges and upload them into CoinTracking.
2. Stay on Top of Your Portfolio & Gains
Goal: Get a clear overview of your portfolio in crypto and in your local currency.
Dashboard
Your personal tax & portfolio cockpit
Track your portfolio value, coin prices, trades, and balances by exchange or by currency in one place. Use the dashboard to monitor your performance and adjust your strategy with real data.
Current Balance
All your coins and their market value
See exactly how many units of each coin you hold and their current market value.
Balance by Exchange or Wallet
Holdings sorted by platform
View your holdings sorted by exchange or wallet. Ideal if you use multiple platforms.
Your Personal Timeline
A chronological view of your activity
View your holdings sorted by exchange or wallet. Ideal if you use multiple platforms.
3. Review Transactions & Validate Your Account
Use our built-in tools to review your data and ensure accuracy. Goal: Fully automated imports – complete, regular, and error-free.
Balance Check
Verify your balances across wallets and exchanges
Do the balances match across wallets and exchanges?
Find Missing or Duplicate Transactions
Ensure nothing is left out or counted twice
Ensures that no transaction is left out or counted twice.
Account Validation
Identify and fix inconsistencies in your data
Helps you to quickly identify and fix inconsistencies in your data.
4. Generate Your Tax Report
Goal: Get an official tax report with just a few clicks.
Tax Report
A detailed, tax-compliant report for your crypto activity
Create a detailed, tax-compliant report for your crypto activity. Perfect for your annual tax return or in case of a request from the tax authorities.
Need Help?
Start by choosing the exchange, wallet or blockchain you want to connect to your CoinTracking account. Pro-tip: Start with the exchange you use most. This will give you a solid foundation in your dashboard.