# Accointing

## Download .xlsx

* Select `accointing` in the download CSV prompt.

## Import .xlsx

* Go to Wallets tab: [https://www.accointing.com/app/wallet](https://www.accointing.com/app/wallets)
* 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. &#x20;
  * 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&#x20;

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 <support@stake.tax> if this guidance is outdated.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>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.stake.tax/export-csv-formats/accointing.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
