Recap Getting Started Guide
  • Getting Setup
    • What is Recap?
    • Signing Up
  • ADDING YOUR TRANSACTIONS
    • Accounts Overview
    • Exchange API Account
    • Wallet Account
    • Exchange CSV Account
    • Custom Account
      • Converting Dates to Recap-Supported Formats
  • REVIEWING YOUR DATA
    • The Activity Screen
    • The Tax Screen
    • The Assets Screen
    • The Dashboard Screen (UK Only)
  • FILING YOUR TAX RETURN
    • The Subscription
    • The Tax Reports
  • FIXING ERRORS / DATA INTEGRITY
    • Introduction
    • Unidentified Assets
    • Balance Differences
    • Failed To Value
    • Error
    • Missing Acquisitions
  • RECONCILING GUIDE
    • Introduction
    • Checking that assets are mapped correctly
    • Matching Deposits and Withdrawals
    • Reviewing the Capital Gains Report
    • Reviewing the Income Report
    • Resolving Missing Acquisition Costs
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  1. ADDING YOUR TRANSACTIONS

Exchange API Account

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Last updated 10 months ago

An Exchange API Account allows you to create a direct connection to your exchange that automatically imports your transactions. It will sync with the exchange periodically ensuring that your transactions are automatically kept up to date.

Most Exchange API Accounts require you to create read-only API keys within your account on the given exchange. You then input these into Recap and a direct connection is created.

You can also connect to your Exchange API accounts using our 0auth method. Simply click the ‘Sign in with exchange’ button when prompted within Recap and you will be redirected to sign into your exchange account. Authorise Recap to access your data with another click and the direct connection between Recap and your exchange will be created.

Entering your API Key and API Secret
The 0auth sign in option