ZenLedger

Documentation on importing CSV into zenledger.io

Download CSV

• Select zenledger in the download CSV prompt.

Import CSV

• Go to https://app.zenledger.io/imports/ (Import tab).

• Select Upload via CSV. Follow the UI flow from here.

• That's it. To view transactions:

  • go to https://app.zenledger.io/transactions

  • select Exchange = "Manual"

Notes

Omitted transactions

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

Can I import CSV multiple times?

Multiple imports causes duplicates on zenledger. 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)

    • Imports -> Imported History -> find CSV -> Action -> Delete

  • 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Email [email protected] if this guidance is outdated.

Reference

• CSV format follows sample CSV at https://app.zenledger.io/static/assets/generalized-csv-sample.csv

• CSV format follows guidance from https://support.zenledger.io/en/articles/2615489-how-do-i-create-a-custom-csv

Change Log

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