In this guide, you’ll find everything you need to know about when to use the CryptoBooks CSV format and how to correctly enter your transactions into it.

The CryptoBooks custom CSV is a specific spreadsheet format that we accept for importing your transactions. You should use this format if

Our custom CSV is designed to be simple and straightforward, making it easy for you to add your transactions and upload them to CryptoBooks. Just fill in your transaction details following our template, and you’ll be able to import your data even if your platform isn’t directly supported.
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The CryptoBooks CSV format is made up of 13 columns. The first row contains the CSV header, with the title of each column, and each column has a different purpose.
The columns must be filled in according to specific rules (explained in this section) and must remain in the correct order.

This will always be the required header:

You may leave some columns empty if they are not applicable, but all headers must be included. Each line represents a single transaction and must only contain the data related to that transaction.

You do not need to create the CSV from scratch — you can download a template with the header already filled in by clicking here

Filling this column is always mandatory. This column is used to explain if in the transaction you received an asset, paid/sent an asset or a trade one asset with another one. The accepted value for this field are:

Filling out this column is always mandatory. Categories help organize your accounting and ensure the software treats each transaction correctly for tax purposes.

For example, rewards that must be reported as income can be categorized as Earning or Income, so they are handled according to your local tax regulations.

The default and most commonly used category is Trading. To learn more about transaction categories and how to use them, check out this article.

Filling out this column is always mandatory. It allows to understand the software when an transaction occurred. Here you can find the list of formats that are supported:

Where yyyy is the year, MM is the month, dd is the day, hh is the hour, mm is the minutes, and ss is the seconds.

E.g., if a transaction occurred on 02 January 2024 at 9.45 pm can be imported as:

Enter the ticker of the asset you sent.

This field is mandatory for Outgoing and Trade transactions.

Leave this field blank for Ingoing transactions.

E.g., if you sold 2,34 ETH, enter ETH.

Here enter the amount (or quantity) of the asset you sent.

This field is mandatory for Outgoing and Trade transactions.

Leave this field blank for Ingoing transactions.

E.g., you need to import an incoming transaction of € 2.999,85

Wrong line format

Correct line formats

Enter the total value of the assets you sent in your fiat currency.

This field is optional for Outgoing and Trade transactions.

Leave this field blank for Incoming transactions.

E.g., if you sold a crypto-asset worth €2.456,87 in total, enter 2456.87 or "2456,87".

Enter the ticker of the asset you received.

This field is mandatory for Incoming and Trade transactions.

Leave this field blank for Outgoing transactions.

E.g., if you bought 0,23 BTC, enter BTC.

Here enter the amount (or quantity) of the asset you received

This field is mandatory for Incoming and Trade transactions.
Leave this field blank for Outgoing transactions.

E.g., if you bought 0.23 BTC, enter 2.34 or "2.34".

Enter the total value of the assets you sent in your fiat currency

This field is optional for Incoming and Trade transactions. If you leave it blank, we will use the market value at the time of the transaction (if available).

Leave this field blank for Outgoing transactions.

E.g., if you sold a crypto asset worth €2.000,34 in total, enter 2000.34 or "2000,34".

Here enter the ticker of the asset you used to pay the fees.

This field is optional for all transactions, you should fill it only if you paid fees.

E.g., if you paid 0.0034 ETH, enter ETH.

Here enter the amount (or quantity) of the asset you used to pay the fees.

This field is optional for all transactions, you should fill it only if you paid fees.

E.g., if you paid 0.0034 ETH, enter 0.0034 or "0,0034".

This field can be used to enter notes about a transaction. The comments entered here will be shown in the transaction details once imported into CryptoBooks.

This field is always optional and can have a maximum length of 200 characters.

This field can be used to enter the unique ID of the transaction provided by the exchange or blockchain (e.g., transaction hash). This can help match the transaction in CryptoBooks with its source. Once imported, it will be displayed in the transaction details. This field is always optional.

The column you are required to fill for a Trade are:

E.g., on 01/01/2025 at 13:34:56 I swapped 15.45 ETH for 1 BTC, which at the time was worth €30,000.00, paying a fee of €2.00.

If i want to specify the fiat value:

Or if you are using commas as decimal separator:

Just remember also the header of that field will have to be inside the quotation marks, e.g. "IN AMOUNT".

If don't want to specify the value but use the market price at that time:

If don't want to add a note:

The column you are required to fill for a Trade are:

E.g., on 26/12/2025 at 14:41:01 I bought with my card 3 BTC, which at the time was worth a total of €120,000.00, paying a fee of 0.05 BTC.

If i want to specify the fiat value:

If don't want to specify the value but use the market price at that time:

The column you are required to fill for a Trade are:

E.g., on 13/05/2025 at 10:12 I sent 2.500,00 USDT, which at the time was worth a total of € 2.200,00, paying a fee of 1,55 USD.

If i want to specify the fiat value:

If don't want to specify the value but use the market price at that time: