Importing Transactions into Ledgible

Ledgible natively supports several blockchains, allowing you to import your transactions by entering your wallet address. For tokens with blockchains not yet supported by Ledgible, such as Flow, you can import your transaction history into Ledgible by exporting a CSV file from your wallet, and importing the file into Ledgible. You can subsequently add manual transactions to fix any discrepancies, simulate future transactions, or even add your entire transaction history if the wallet in question does not allow for a CSV export.

Most wallets will have an option to download your transaction history into a file. You can also view your Flow Transaction History by heading over to the Flow Blockchain Explorer and searching for your address. Currently no Flow block explorer offers an option to download a CSV file, so if you are unable to export a CSV from your wallet, you will need to enter transactions manually. If you are not sure if your wallet offers a download of your transaction history into a file, please reach out to the support team for your wallet.

Importing Transactions from an Unlisted Data Source

To import your unlisted cryptocurrency data by File Import:

• Log into your Ledgible account.

• Navigate to the Crypto Sources tab.

• Click Add Source on the top right-hand side.

• To add your transactions by file import, and if the crypto source does not appear in the list, click Unlisted Exchange or Chain as necessary: both follow the same import process. We will be using an exchange as an example.

• On the page that opens, enter the name for your crypto source, and select Import Exchange activity from File. A warning will be displayed below to help you manage your file imports.

• On the following page, you will have instructions on how to import your orders, as well as a button to download the template for file imports. Please note that if files are not formatted in accordance with the template, Ledgible will not be able to read or display the data properly. For more information on formatting your data to be imported into Ledgible, please see Exchange Transaction Types for Template File Imports and Supported File Types for the File Import Wizard.

• On the following page, Ledgible will ask you to confirm the column mapping for the header column. Ensure that it is correctly mapped and click Yes.

• On the following page, confirm the fields are mapped correctly and matching the correct category in the CSV file in Ledgible.

• The following page will display the orders contained within the CSV file. Confirm the orders match up as expected, and click Continue.

• Confirm the following page after reviewing the information displayed, and then you will be redirected to the Ledgible page. You can now click Next, and Create on the following page to add the transactions into Ledgible.

• You can now run an account refresh for your transactions to display in Ledgible.

Creating a Manual Entry

To add manual entries into Ledgible:

• Log into your Ledgible account.

• Navigate to the Transactions tab.

• Click Create Entry on the top right-hand side.

• On the page that opens, enter the date of your transaction, the time of the transaction, enter the timezone the transaction were performed in, and select the transaction type. Once you have selected the transaction type, on the same page, you can choose to add a categorization to certain types of transfers (for example, designating an incoming transaction as staking rewards). Lastly, select whether to add the transaction to an existing crypto source, or to create a new one by ticking the box at the bottom.

• On the following page, enter the currency symbol of the asset being transacted, the quantity of the asset, and choose your pricing method. Spot pricing means Ledgible will automatically retrieve the price of the asset at the time of the transaction, however if users know the price paid per unit, they can enter this by selecting Custom Pricing.

• On the final page, review the transaction information and confirm.

Once your wallet is added, you can run an account refresh to display all the transactions imported from your new source. You can now proceed with adding other crypto sources, or if all of your transactions have been uploaded to Ledgible, you can review transaction exceptions and generate reports.

Please note that Ledgible does not endorse the use of third party tools.