For every transaction imported into your CryptoBooks account, it is essential to assign a price to the token involved—whether it’s a purchase (deposit), sale (withdrawal), or exchange (trade)—to ensure accurate balance tracking and precise capital gains calculations.
You can choose to use the automatically retrieved market price or manually input a custom price.
By default, if no specific price is provided via the connection (API or CSV), CryptoBooks will apply the automatic market rate.
Refer to this article to learn how to use both methods according to your needs.
How to set the token price for your transactions
click on Transactions in the main menu on the left.
locate the transaction you want to edit from the list and click on the three dots.
click Edit.
on the new screen, click Edit prices.
you can choose between:
Manually entering the price in the corresponding box, or
Clicking Use market data to automatically retrieve the price based on the date and time of the transaction.
when you fill in one of the two boxes (Unit price or Total fiat value), the other will update automatically in real time.
finally, click Save changes at the top right to confirm and save the price.
