Ledgible natively supports several blockchains, allowing you to import your transactions by entering your wallet address. For tokens with blockchains not yet not supported by Ledgible, such as Helium, 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 Helium Transaction History by heading over to the Helium Explorer and searching for your address. Currently no Helium 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.
To import your cryptocurrency wallet 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, navigate to the Blockchain category, and click the desired asset. For the purposes of this example, we will be using Bitcoin.
- On the page that opens, name your crypto source in the field at the top, the account ownership type below, and select Import transactions from files to import your wallet by address.
- On the next page, you will be presented with an option to download a template file. This file will demonstrate how to lay out the information in the CSV exported from your wallet, so that Ledgible can read all the data correctly. Please note that if you do not categorize your transactions as shown in the Template file, Ledgible will not be able to import your transactions.
- After modifying it to correspond to the template, upload your CSV file by pressing the Import Entries button on the same page. You will then be greeted by an Add Transactions pop-up window, and you can click Import all transactions from file to upload your CSV file.
- On the following page, after uploading, verify that Ledgible has correctly interpreted the data in the CSV file by checking and confirming the column mappings (for example, making sure the price column in the CSV file is being correctly read as the price column by Ledgible). Click Review at the bottom once the mappings are confirmed.
- On the final page, Ledgible will display any potential discrepancies with the data in the CSV file. You can review these and fix them, or contact support for additional assistance if needed.
- Once any errors are fixed, click Continue, and OK on the pop-up that opens.
- Ledgible will take you back to the page with the option to download the template and upload your file, mentioning the number of successfully processed transactions. Click Next.
- On the following page click Create, and your transactions will be added into Ledgible.
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 tickeing 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.