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How to Manually Add a Transaction

A how-to guide covering the process of manually adding transactions into the Crypto Tax Calculator platform.

Shoota Tanahashi avatar
Written by Shoota Tanahashi
Updated over a year ago

Crypto Tax Calculator offers users the capability to manually input transactions when necessary. You can locate this functionality within the 'Transactions' tab.

Accessing the Feature

1) Firstly, navigate to the Transactions page. You can find it at the very top of the page.

2) Now navigate to the top right corner and click '+ Add Transaction'. This will open a drawer where you can add the details of the transaction.

Process of Adding Transaction

1) Transaction Category

The first window will be for selecting the type of transaction you would like to add. If the transaction is neither a Trade nor a Transfer, choose Other (you can check which category to use here).

2) Transaction Details

Some examples of how to fill all three categories of Trade, Transfer, and Other will be covered below.

’Trade’ Example

"On the 1st of Jan 2023 at 11:45:22 AM, I purchased 1 BTC with 30,000 Fiat USD incurring a 1 USD fee on Binance Exchange"

The details of this example will look like the below image.

Time

You will need to ensure this is in the format of YYYY-MM-DD HH:mm:ss. You can type it in or use the built-in time selector (calendar icon found far right.)

Sell Currency

Select the currency being sold from the dropdown menu (in this example, we would select ‘USD’)

Sell Quantity

Enter the quantity of correlated currency being sold (in this example, we would type ‘30,000’)

Buy Currency

Select the currency being purchased from the dropdown menu (in this example, we would select ‘BTC’)

Buy Quantity

Enter the quantity of correlated currency being purchased (in this example, we would type ‘1’)

’Transfer’ Example

"On the 2nd of March 2023 at 02:15:45 PM, I transferred 1 ETH from Swyftx Exchange to my Ledger Storage Wallet incurring a 0.001 ETH fee"

The details of this example will look like the below image.

Time

You will need to ensure this is in the format of YYYY-MM-DD HH:mm:ss. You can type it in or use the built-in time selector (calendar icon found far right.)

Currency

Select the correlated currency from the dropdown menu (in this example, we would select ‘ETH’)

Currency

Enter the quantity of correlated asset (in this example, we would type in ‘1’)

Price

Click the ‘refresh icon’ so that Crypto Tax Calculator can fetch a price for you (alternatively, you can enter your own desired price if you like.)

Value

This will automatically be calculated and displayed in your local currency when both the Quantity and Price are filled in (alternatively, if you manually enter the Value, the Price will then be automatically re-calculated.)

’Other’ Example

"On the 29th of July 2023 at 01:22:30PM, I received a 1 ARB staking reward incurring a 0.001 ETH fee from Stargate Finance"

The details of this example will look like the below image.

Time

You will need to ensure this is in the format of YYYY-MM-DD HH:mm:ss. You can type it in or use the built-in time selector (calendar icon found far right.)

Category

Select the category from the dropdown menu (in this example, we would select ‘staking reward’)

Currency

Select the correlated currency from the dropdown menu (in this example, we would select ‘ARB’)

Quantity

Enter the quantity of correlated asset (in this example, we would type in ‘1’)

Price

Click the ‘refresh icon’ so that Crypto Tax Calculator can fetch a price for you (alternatively, you can enter your own desired price if you like.)

Value

This will automatically be calculated and displayed in your local currency when both the Quantity and Price are filled in (alternatively, if you manually enter the Value, the Price will then be automatically re-calculated.)

3) Source & Destination

Some examples of how to enter the source and destination of transactions.

’Trade’ Example

Type in the exchange the transaction took place on and select from the drop-down menu (in this example, we would search and select ‘Binance’);

'Transfer' Example

As we are transferring from a source to a destination, the top field will be the source the asset is being sent OUT from, and the bottom field will be the source it's going INTO (in this example, we send from Swyftx to Ledger Wallet so the top field is 'Swyftx' and the bottom field is 'Ledger');


’Other’ Example’

Type in the source and destination the transaction took place on (in this example, the source would be the smart contract (e.g.0x123) the staking reward was distributed from, and the destination would be your wallet address (e.g.0x456));

  • What is the source of a transaction?

    • If this is an outgoing transaction, this should be your account.

    • If this is an incoming transaction, this should be the contract or exchange you interact with.

  • What is the destination of a transaction?

    • If this is an outgoing transaction, this should be the contract or exchange you interact with.

    • If this is an incoming transaction, this should be your account.

4) Fees (Optional)

You can enter any fees incurred from a transaction if applicable or leave it blank if there is no fee.

'Trade' Example

Enter the currency and the amount of the fee taken (in this example, we incurred a fee of 1 USD, so you would type in as shown below);


'Transfer' & 'Other' Examples

Enter the currency and the amount of the fee taken (in both Transfer and Other examples, we incurred a fee of 0.001 ETH, so you would type in as shown below);


If you have multiple transactions you want to add to your reports and you don't want to add them one by one, you can also use our manual CSV to import them (check this guide).





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