CoinTracking CSV reports - Import & Export Walkthrough

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What is the CoinTracking platform?

The CoinTracking.info platform describes itself as the world's first cryptocurrency tax calculator, reporting tool and portfolio manager, which integrates with leading cryptocurrency exchanges - including the Kinesis Exchange -  to gather your trading history which is then used for creating tax reports, automatically.

CoinTracking.info  -  currently accumulating over 41.5 billion US Dollars total worth of all portfolios and a worldwide professional network to assist with international tax filing - significantly simplifies transaction tracking, providing an adequate tool designed specifically for tax purposes. 

The Kinesis platform allows users to simply import their trading data in a compatible CSV file, which is then processed by the CoinTracking software upon uploading.

CSV export functionality on the Kinesis platform

Kinesis users can simply download their trade data within a specified period in a CSV format, fully compatible with the CoinTracking platform, from the Recent Transactions in the Assets tab or from the Kinesis platform interface itself.

 

10% off CoinTracking for Kinesis users

CoinTracking requires users to create a free account to access multiple platform functionalities, such as manual trade data imports and exports in several formats, coins and transactions tracker, personal trade backups, and more.

Kinesis users wishing to expand their plan can enjoy a 10% discount on CoinTracking Pro, Expert, and Unlimited licences when signing up or renewing their plan through this dedicated Kinesis link. These plans enable them to benefit from the API functionality along with a variety of other useful features and reporting options, for as long as they wish.

Simply follow this dedicated Kinesis link to access the CoinTracking platform and create a new account - or upgrade your existing account - to reduce the price of your CoinTracking licence by 10%.

 

How to Export a CSV file from your Kinesis account?

STEP 1: You can locate the Export Statement option by clicking the balance widget on the Kinesis Dashboard in the Portfolio section. 

 

STEP 2: A pop-up with supported Statement Types will be displayed: 

Transactions - Holdings - Account Balance - CoinTracking Account balance. 

Click on the ‘CoinTracking Account balance’ statement option and then click the ‘Export results’ button to download the CSV format file.

 

Alternatively, you can find the 'CoinTracking Account balance' option in the 'Exchange' hub, by accessing the 'Transactions' tab and opening up the right-side ellipsis menu icon.

 

You can also locate this function from the Asset tab, and by opening up the right-side ellipsis menu.

 

STEP 3: From there, you'll be able to select the statement type and the currency you wish to report.

Simply click "Export" to have your trade data report automatically created and downloaded.

You can then easily import your downloaded CSV file into the CoinTracking platform, by following the steps outlined below.

How to import your CSV statement to the CoinTracking platform?

STEP 1: While logged into the CoinTracking website, please go to the 'Enter Coins' tab and find Kinesis.

 

STEP 2: You will be taken to the dedicated Kinesis CSV Import page, from where you can simply upload your Account Statement file you have earlier exported from the Kinesis Exchange dashboard.

You can access the dedicated Kinesis page on the CoinTracking platform under this link.

 

STEP 3: On the dedicated Kinesis CSV page you can find the list of specific instructions on how to Export the CSV file from the Kinesis platform and import it into your CoinTracking account.

If you have already exported the CSV tax report from your Kinesis account, you can simply drag it and drop it into the designated box on the page, then click the ‘Continue to import’ button.

CoinTracking_CSV_import_3.png

 

STEP 4: On the next page you can review your transactions for duplicates or missing trades.

Import information:

  • You can use the following types in the 'Type' column: Trade, Deposit, Withdrawal, Income, Mining, Gift/Tip, Spend, Donation, Gift, Stolen, Lost.
  • There is no trade limit. You can include as many transactions as you want. But for a faster import, we recommend splitting up files with more than 5000 transactions into multiple files
  • Fees, exchanges, trade groups and comments are optional and will be listed on the Enter Coins page.
  • Don't use semicolons (;) in the Excel file.
  •  If you want to import the exported file into another CoinTracking account, make sure both accounts use the same language.

Once you have verified that all your trades are listed correctly, click ‘Start Import’. 

All done - your CVS import is now ready!

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