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Wallets are the foundation of how you organize your crypto tracking in Chainbook. Each wallet contains one or more assets, and a single wallet can hold assets from different networks.

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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

You need to verify your email address before you can create wallets. Check your inbox for the verification email sent at signup.
1

Open Wallets

Navigate to Wallets from the sidebar.
2

Click Create Wallet

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

Name your wallet

Enter a descriptive name for the wallet.
4

Add assets

Each asset is an address plus the network and token it tracks:Click Add Asset to add more assets. A single wallet can mix TRON and Ethereum assets, and you can change a wallet’s assets at any time later.
Chainbook validates addresses before allowing you to save. An address that already exists in any of your wallets can’t be added again.
5

Save the wallet

Click Create Wallet to save. Asset syncing begins automatically.

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Managing Wallets

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Viewing a Wallet’s Assets

Click a wallet row on the Wallets page to expand it inline. Each asset in the expanded view shows:
  • Address
  • Network
  • Token
  • Current balance

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Editing a Wallet

To edit an existing wallet:
  1. Open the wallet row’s ⋮ menu on the Wallets page
  2. Click Edit
  3. In the Edit Wallet dialog, change the wallet name or the assets’ address, network, and token
  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 Edit Wallet dialog

On the Wallets page, open the wallet row’s ⋮ menu and click Edit.
2

Click Add Asset

Click Add Asset at the bottom of the assets list, then enter the address and choose the network and token.
3

Save

Click Save Changes.
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. Click the wallet row to expand it
  2. Open the ⋮ menu on the asset you want to remove
  3. Click Delete Asset
  4. Confirm the deletion

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Sharing a Wallet

Open the wallet row’s ⋮ menu and click Share to invite other people to the wallet. See Shared Wallets for details.

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Deleting a Wallet

To delete an entire wallet:
  1. Open the wallet row’s ⋮ menu
  2. Click Delete
  3. Confirm in the dialog
Deleting a wallet permanently removes all assets and transaction data. This cannot be undone.

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Sync Status

Syncing runs automatically — there’s nothing to trigger manually. Each wallet shows its current status:
Each wallet can import up to 10,000 transactions. When a wallet reaches this limit, its sync pauses and no further transactions are imported.
Assets with a long transaction history 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”
  • “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 limits depend on your subscription plan. There is no limit on the number of assets in a wallet.
See Billing & Plans for more details about subscription tiers.