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Follow these steps to set up your Chainbook account and start tracking your crypto transactions.

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Prerequisites

Before you begin, make sure you have:
  • An email address for account registration
  • At least one asset address you want to track (TRON or Ethereum)

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Step 1: Create Your Account

1

Sign up

Visit chainbook.app and click Get Started or Sign Up.Enter your email address and create a secure password.
After signing up, you can add a passkey in Settings for passwordless sign-in on future visits.
2

Verify your email

Check your inbox for a verification email from Chainbook.Click the verification link to activate your account, then sign in.
Email verification is required before you can create wallets.

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Step 2: Create Your First Wallet

Wallets help you organize assets by purpose, client, or entity.
1

Navigate to Wallets

From the sidebar, click Wallets to open the wallets page.
2

Create a new wallet

Click the New Wallet button.Enter a name for your wallet (e.g., “Personal Assets” or “Business Account”).
3

Add asset addresses

For each asset, enter the address and select its network and token:
  • TRON — USDT (TRC-20)
  • Ethereum — USDT or USDC (ERC-20)
Use Add Asset to add more addresses. A single wallet can mix assets from both networks.Click Create Wallet to save.
Your wallet is created and asset syncing begins automatically.

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Step 3: View Your Transactions

Once your assets are synced, you can view all transactions.
1

Open Transactions

Click Transactions in the sidebar to see all synced transactions.
2

Filter and search

Use the filters to narrow down transactions:
  • Type - Incoming, Outgoing, Internal Transfer, or Swap
  • Wallet - Filter by specific wallet
  • Category - Filter by transaction category
  • Contact - Filter by sender or recipient
  • Date range - Filter by time period
3

View transaction details

Click any transaction to see full details including:
  • Transaction hash
  • Sender and recipient addresses
  • Amount and token type
  • Timestamp

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Step 4: Organize with Categories

Categories help you classify transactions for better reporting.
1

Create categories

On the Transactions page, open the category selector and create custom categories.Examples: “Revenue”, “Expenses”, “Trading”, “Transfers”
2

Assign categories

In the Transactions view, click on any transaction and select a category from the dropdown.
Enable Auto-categorize in Settings to automatically assign categories to new transactions based on your contacts’ default categories.

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Step 5: Explore the Dashboard

The Dashboard provides a visual overview of your activity.

Total Balance

See your net income, expenses, and balance across all assets.

Transaction Charts

Visualize transactions by category, contact, or wallet.

Recent Activity

View your most recent transactions at a glance.

Daily Volume

Track daily transaction volume over time.

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What’s Next?

Now that you’re set up, explore these features:

Add Contacts

Create a contact book to label blockchain addresses.

Invite Team Members

Collaborate with others on shared wallets.

Export Data

Export transactions for accounting or tax purposes.

Customize Categories

Set up categories that match your workflow.
Asset syncing runs automatically in the background, checking for new transactions every 10 minutes.