Accointing

Documentation on importing .xlsx into accointing.com

Download .xlsx

• Select accointing in the download CSV prompt.

Import .xlsx

• Go to Wallets tab: https://www.accointing.com/app/wallet

• Select Wallets -> Add new (or choose existing wallet if you've done this before).

  • Name wallet something like "Terra"

• Select Accointing Template -> Continue

• Upload .xlsx file

  • use timezone=UTC

Notes

Omitted transactions

All transactions starting with underscore are omitted from the Accointing .xlsx (i.e. _LP_WITHDRAW). This means these transactions must be imported into Accointing manually (or ignored where appropriate).

Can I import .xlsx multiple times?

Multiple imports causes duplicates on Accointing. To remedy, there are two options:

• Option 1

  • Edit CSV (i.e. google sheets), such that only new transactions exist.

  • Upload edited CSV

• Option 2

  • Delete all transactions for the previous import(s)

    • Go to https://www.accointing.com/app/wallets
    • "Trash" wallet representing previous import.

  • Upload full CSV again

I strong prefer option 1 because you are free to edit old transactions. In option 2, edits on old transactions would be lost on re-import.

Email [e-mail] if this guidance is outdated.

Reference

• https://support.accointing.com/hc/en-us/articles/4418264172173-Importing-Your-Data-A-Step-By-Step-Guide
• https://community.accointing.com/t/auto-detect-duplicate-transactions-in-the-review/5340

Change Log

https://github.com/hodgerpodger/staketaxcsv/search?o=desc&q=accointing&s=committer-date&type=commits