3) Add and edit transactions
The step-by-step tutorial to master Crypto Excel.
I) Connect an exchange with an API key
Crypto Excel provides a connection to the following exchanges:
Binance
Coinbase
Kraken
Once the connection is established, your exchange balances and transaction history are directly synchronized in Crypto Excel.
Follow the steps below:
Click the button "Connect API".
Select the relevant exchange.
A dedicated page gives you all the instructions on how to generate an API key from this exchange.
N.B.: If you are connected to an exchange, do not add any transactions from this exchange manually, or they will be counted twice.
II) Add transactions manually
For all other exchange platforms, here's how to add a transaction.
To display the video below fullscreen, double-click or press the “F” key.
Click the button “Add transaction” to display the corresponding popup.
In the first line, choose “Buy” or “Sell” according to the type of transaction.
In the second line, choose the cryptocurrency. You may type the cryptocurrency name or symbol to refine your search.
To display the video below fullscreen, double-click or press the “F” key.
Then, enter the number of tokens bought or sold, as well as the price per token. For the price, you are free to choose the currency with which you have made this transaction. For example, you can insert a transaction in dollars ($), even if you prefer to view your dashboard only in euros (€).
You are free to check or uncheck the “Included in deposits/withdrawals” box. If unchecked, the transaction will not influence the calculation of Deposits (for “Buy” transactions) or Withdrawals (for “Sell” transactions). This setting can be useful when you do a swap (selling one crypto to buy another), without modifying your capital.
Finally, you can indicate on which exchange platform you did the transaction, as well as the corresponding date.
Once you have clicked on “Validate”, the transaction is displayed in the bottom right-hand corner of your dashboard.
If this is the first transaction with this cryptocurrency, it will also be added to your portfolio.
The corresponding cryptocurrency will also be correctly added to your current capital balance and to both charts.
If you have too many transactions to integrate
We are aware that you might have already made a large number of transactions in the past, and that it can be tedious to insert them one by one.
In which case, here's a quicker way to get the most out of Crypto Excel:
Enter a single transaction for each cryptocurrency you own.
And in the purchase price, insert the average purchase price at which you bought this cryptocurrency.
For example, if you have 25 cryptocurrencies in your wallet but have made over 130 transactions, you'll only have to integrate 25 transactions!
As a result, you'll be able to import your data much faster, while keeping your added-value metrics unchanged.
III) Edit transactions
At any time, you can edit this transaction by clicking on the “Buy” or “Sell” button which appears at the beginning of this line.
To display the video below fullscreen, double-click or press the “F” key.
Feel free to comment if you have any questions. We'll keep improving this documentation based on your feedback.
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