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Exchange Import

Import transaction data from cryptocurrency exchanges for comprehensive reporting.

Transaction Import List

Exchange transaction

Overview

View all imported exchange accounts:

  • Name: Exchange account identifier
  • Provider: Exchange platform (Ethereum, Binance, etc.)
  • Category: Account type (blockchain, exchange)
  • Blockchain: Network type (Ethereum)
  • Account ID: Exchange wallet address
  • Connected Date: Import timestamp
  • Status: Sync status (Pending/Synced)

Managing Imports

Access options through the Connect Wallet button:

  • View existing imports
  • Add new exchange connections
  • Check sync status

Exchange Transaction Details

Viewing Balances

Click on any exchange import to view:

  1. Account Information:

    • Connection date
    • Account address
    • Blockchain network
    • Sync status
  2. Balances Tab:

    • Ticker: Token symbol
    • Imported Amount: Initial balance
    • Fiat Ticker: Currency (USD)
    • Fiat Value: USD value
    • Calculated Balance: Current holdings
    • Token Ledger: View detailed ledger
    • Actions: View token details (eye icon)

Features

  • Real-time balance updates
  • Historical balance tracking
  • Multi-token support
  • Fiat value conversion
  • Detailed transaction ledgers