How To Export Data from CoinTracking to CSV
Use Sourcetable AI To Analyze Any CSV
Introduction
Exporting data from CoinTracking to CSV is a straightforward process that allows you to maintain detailed records of your cryptocurrency transactions. This guide will walk you through the necessary steps to convert your CoinTracking data into a CSV file.
Once your data is exported, you'll be able to leverage Sourcetable to analyze your transactions with AI in a simple-to-use spreadsheet. This integration will enhance your data insights and streamline your workflow.
Exporting Your Data to CSV Format from CoinTracking
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CoinTracking Export Options
CoinTracking allows users to export all their transactions using several formats, including HTML, XML, and JSON. The service ensures that users have flexible options to handle their trade data, catering to various needs and preferences.
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CSV Export via HTML
Although CoinTracking does not directly support exporting transactions to CSV format, users can approach this by first exporting data in HTML format. The HTML export option lets users save, print, or convert their trades into a PDF file. This export format is ideal for users who wish to manually convert the file into CSV using other tools.
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Subscription Requirements for Advanced Formats
CoinTracking requires users to upgrade to the Unlimited plan to export transactions in JSON or XML formats. These formats offer additional flexibility and can be converted into CSV using appropriate software or scripts.
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Data Privacy and One-Time Exports
All exports from CoinTracking, whether HTML, XML, or JSON, are designed for one-time use and will not be saved. This ensures that users' personal data remains secure and is only used when explicitly exported by the user.
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Step-by-Step Export Process
To export transactions, users should navigate to the export section of CoinTracking. Select the desired format (HTML, XML, or JSON). For those willing to perform a manual conversion, exporting to HTML and using a data conversion tool to transform the file into a CSV format is recommended.
How to Export Your Data to CSV Format from CoinTracking
Exporting Data to CSV
CoinTracking allows users to export their transaction data in various formats, including CSV. To export your data to CSV, navigate to the export feature and select the CSV format for download.
Editing CSV Files
CSV files can be edited with text-based editors. However, use caution when editing CSV files with Excel because Excel may change the layout of the CSV file.
Benefits of CSV Format
CSV is a versatile format that can be imported into spreadsheet applications, allowing users to sort, filter, and visualize their data efficiently.
Other Export Formats
In addition to CSV, CoinTracking users can export their transaction data in HTML, XML, and JSON formats. Note that exporting in XML and JSON requires a CoinTracking Unlimited account.
Using HTML, XML, and JSON
The HTML export allows users to save, print, or convert their trades to PDF. Remember, the personal data in the HTML export is only for one-time use and will not be saved.
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Use Cases for CoinTracking
1. Comprehensive Portfolio Management |
CoinTracking acts as a comprehensive portfolio tracker with capabilities to integrate data from over 300 exchanges and wallets. It tracks real-time data for coins, tokens, NFTs, and DeFi projects, allowing users to have an up-to-date view of their investments. The customizable dashboards with charts and reports offer in-depth analysis and trend monitoring. |
2. Efficient Tax Calculations |
CoinTracking simplifies tax calculations by generating correct crypto tax reports for over 100 countries. It supports 12 different accounting methods and provides Form 8949 in both CSV and PDF formats. It also exports tax reports for CPAs and tax offices. This capability streamlines tax reporting for users dealing with multiple exchanges. |
3. Automated Data Import |
CoinTracking's API sync feature automates the import of transactions from various exchanges and wallets. This integration ensures that data is accurately and efficiently captured, reducing manual entry errors and saving time for users who actively trade across multiple platforms. |
4. Advanced Tax Reporting Assistance |
CoinTracking offers additional services for tax reporting, including a Full-Service team that assists with transaction import, report review, and tax report creation. This service helps users generate accurate tax documents and comply with tax regulations in their respective countries. |
5. Multi-Asset Tracking |
CoinTracking not only tracks cryptocurrencies but also supports tracking for precious metals like gold, silver, platinum, rhodium, and palladium. This feature provides a holistic view of an investor’s portfolio, encompassing a diverse range of assets. |
6. Enhanced Data Accessibility |
With mobile apps available for both Android and iOS, CoinTracking offers enhanced accessibility for users on the go. The mobile apps ensure that users can manage their portfolios, track investments, and generate reports anytime, anywhere. |
7. Crypto Income Management |
CoinTracking allows users to annotate different transaction types and track various forms of crypto income, including airdrops, lost funds, salary income, mining income, donations, and hacked funds. This capability ensures comprehensive management of all crypto-related finances. |
8. Historical Data Storage |
CoinTracking stores historical prices for over 7,000 different cryptocurrencies. This extensive historical data is crucial for analyzing trends, making informed investment decisions, and accurately calculating taxes by tracking purchase dates and price fluctuations. |
Why Choose Sourcetable Over CoinTracking?
Sourcetable is a comprehensive spreadsheet tool that centralizes all your data from multiple sources. Unlike CoinTracking, it allows you to query data in real-time directly from the database and manipulate it with a familiar, spreadsheet-like interface.
With Sourcetable, you can seamlessly integrate various data streams, providing a unified view of your information. This enables more efficient data handling and analysis compared to the more limited functionalities of CoinTracking.
Sourcetable’s real-time data querying capabilities ensure that you always have the most up-to-date information at your fingertips. This feature is indispensable for making informed decisions quickly, giving Sourcetable a significant edge over CoinTracking.
The intuitive, spreadsheet-like interface of Sourcetable makes it easy to manipulate data without a steep learning curve. This user-friendly approach is ideal for users looking to streamline their data processes without sacrificing functionality or accuracy.
Frequently Asked Questions
How can I export my transactions from CoinTracking to CSV format?
CoinTracking does not support direct export of transactions to CSV format. You can export your transactions in HTML, XML, or JSON formats.
What is required to export transactions in XML or JSON format from CoinTracking?
To export transactions in XML or JSON format from CoinTracking, you must upgrade to CoinTracking Unlimited.
How can I download a CSV file of my transactions?
You can download a CSV file of your transactions by clicking the Export button on the Enter Coins page. Note that this involves creating or editing the CSV file manually.
What should the header format be if I create my own CSV file for CoinTracking?
The header format for your own CSV file should be: 'Type', 'Buy Amount', 'Buy Currency', 'Sell Amount', 'Sell Currency', 'Fee', 'Fee Currency', 'Exchange', 'Trade-Group', 'Comment', 'Date'. You can also add these columns after the 'Date' column: 'Tx-ID', 'Buy Value in Account Currency', 'Sell Value in Account Currency', 'Liquidity pool'.
Can I use Excel to edit my CSV file for CoinTracking?
It is recommended to use a text-based editor to edit your CSV file because Excel may change the layout of the file and prevent successful import.
Conclusion
Exporting your data from CoinTracking to a CSV file is a straightforward process that ensures you have access to your financial information in an easily analyzable format. Following the steps outlined, you can seamlessly transfer your data for further analysis.
To maximize the utility of your exported CSV data, sign up for Sourcetable and leverage AI to analyze your data in a simple to use spreadsheet.
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