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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.

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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
Wallets list view showing multiple wallets

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Creating a Wallet

1

Open Wallets

Navigate to Wallets from the sidebar.
2

Click New Wallet

Click the New Wallet button in the top right corner.
3

Configure your wallet

Fill in the wallet details:
Network selection is permanent. You cannot change a wallet’s network after creation.
4

Add assets

Enter asset addresses one per line or paste multiple addresses at once.
Chainbook validates addresses before allowing you to save.
5

Save the wallet

Click Create Wallet to save. Asset syncing begins automatically.

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Managing Wallets

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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

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Editing a Wallet

To edit an existing wallet:
  1. Click on the wallet to open it
  2. Click the Edit button (pencil icon)
  3. Modify the wallet name or manage assets
  4. 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.

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Adding Assets to a Wallet

1

Open the wallet

Click on the wallet you want to modify.
2

Click Add Asset

Click the Add Asset button.
3

Enter the address

Enter the new asset address and click Add.
New assets begin syncing immediately after being added.

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Removing Assets

Removing an asset from a wallet permanently deletes all associated transaction data. This action cannot be undone.
To remove an asset:
  1. Open the wallet
  2. Find the asset you want to remove
  3. Click the Remove button (trash icon)
  4. Confirm the deletion

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Deleting a Wallet

To delete an entire wallet:
  1. Open the wallet settings
  2. Scroll to the bottom
  3. Click Delete Wallet
  4. Type the wallet name to confirm
  5. Click Delete
Deleting a wallet permanently removes all assets and transaction data. This cannot be undone.

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Asset Sync Status

Each asset shows its sync status:

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Sync Progress

During initial sync, you’ll see:
  • Progress percentage
  • Number of transactions imported
  • Estimated completion time
Large assets with thousands of transactions may take several minutes to fully sync. You can continue using other parts of Chainbook while syncing completes.

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Wallet Organization Tips

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Use Clear Naming

Choose descriptive names that help you quickly identify each wallet: Good names:
  • “Personal Savings - TRON”
  • “Acme Corp Treasury”
  • “2024 Trading Account”
Avoid generic names:
  • “Wallet 1”
  • “Test”
  • “Asset”

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Separate by Purpose

Create different wallets for different purposes:

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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

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Limits

Wallet and asset limits depend on your subscription plan.
See Billing & Plans for more details about subscription tiers.