Wallets are the foundation of how you organize your crypto tracking in Chainbook. Each wallet contains one or more assets from the same blockchain network.Documentation Index
Fetch the complete documentation index at: https://help.chainbook.app/llms.txt
Use this file to discover all available pages before exploring further.
What is a Wallet?
A wallet is a container that groups related assets together. Think of wallets as folders that help you organize your crypto activities by:- Purpose - Personal vs. Business
- Entity - Different companies or clients
- Strategy - Trading, Savings, DeFi activities
- Time period - Tax years or accounting periods
Creating a Wallet
Configure your wallet
Fill in the wallet details:
| Field | Description |
|---|---|
| Name | A descriptive name for your wallet |
| Network | Select TRON or Ethereum |
| Assets | Enter one or more asset addresses |
Add assets
Enter asset addresses one per line or paste multiple addresses at once.
- TRON
- Ethereum
Chainbook validates addresses before allowing you to save.
Managing Wallets
Viewing Wallet Details
Click on any wallet card to view:- List of assets in the wallet
- Sync status for each asset
- Total transaction count
- Last sync timestamp
Editing a Wallet
To edit an existing wallet:- Click on the wallet to open it
- Click the Edit button (pencil icon)
- Modify the wallet name or manage assets
- Click Save Changes
You can add or remove assets from a wallet at any time. Removing an asset also removes its transaction history from the wallet.
Adding Assets to a Wallet
Removing Assets
To remove an asset:- Open the wallet
- Find the asset you want to remove
- Click the Remove button (trash icon)
- Confirm the deletion
Deleting a Wallet
To delete an entire wallet:- Open the wallet settings
- Scroll to the bottom
- Click Delete Wallet
- Type the wallet name to confirm
- Click Delete
Asset Sync Status
Each asset shows its sync status:| Status | Description |
|---|---|
| Synced | Asset is fully synced and up to date |
| Syncing | Initial sync or update in progress |
| Error | Sync failed, will retry automatically |
| Paused | Syncing temporarily paused |
Sync Progress
During initial sync, you’ll see:- Progress percentage
- Number of transactions imported
- Estimated completion time
Wallet Organization Tips
Use Clear Naming
Choose descriptive names that help you quickly identify each wallet: Good names:- “Personal Savings - TRON”
- “Acme Corp Treasury”
- “2024 Trading Account”
- “Wallet 1”
- “Test”
- “Asset”
Separate by Purpose
Create different wallets for different purposes:| Wallet | Purpose |
|---|---|
| Personal Holdings | Long-term personal investments |
| Trading Account | Active trading and DeFi |
| Business Treasury | Company funds and operations |
| Client - Acme Corp | Managing client assets |
Consider Tax Reporting
If you need to separate transactions for tax purposes:- Create wallets by tax year
- Use separate wallets for personal vs. business
- Keep trading and investment accounts separate
Limits
Wallet and asset limits depend on your subscription plan.
| Plan | Wallets | Assets per Wallet | Total Assets |
|---|---|---|---|
| Free | 2 | 3 | 5 |
| Pro | 10 | 10 | 50 |
| Team | Unlimited | Unlimited | Unlimited |