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 CSV Account

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Last updated 11 months ago

An Exchange CSV Account allows you to import your exchange transactions into Recap by using CSV files downloaded from your exchange. Simply export a file containing your transactions and then import to your account within Recap.

As you make more transactions on the exchange, you will need to periodically download a new file and import it again to Recap to make sure Recap is kept up to date.

Each new import will remove all previous data in the account. This is so you don't accidentally upload duplicates or have to manually work out which transactions you do and don't want to be included.

Some exchanges will allow you to download all historical data in bulk but others restrict to a set time period or number of transactions. We suggest you keep a "master" spreadsheet and update this with new data each time you download it from your exchange.

Currently supported Exchange CSV Accounts