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Author Topic: how to use to do taxes  (Read 252 times)
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April 06, 2015, 09:14:33 PM

I just have a simple question about using, creating accounts and importing data.
I'm a little unclear on the correct sequence of steps to submit my trades from an exchange. has a "Learning Center" with an faq and so on.  For entering data from a bank account or crypto exchange or whatever, you have to create an account.  Coinreporting's learning center says go to
accounts > add new account > digital exchange
type in a name, and click add account.  There is a separate importing function, and how to import trade data into the account after I create it is unclear.
I have three accounts at Bitfinex.  Say I go to the accounts tab and create three accounts named BFX1, BFX2 and BFX3.
I will have to import csv files from Bitfinex for three different accounts.  How do I assign each csv file to the correct account created in the first step?  Or do I download first, then create the accounts?  I would appreciate some gentle ELI5 from someone a little more familiar with this stuff who has used  I'm inexperienced and need to get started with baby steps.
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