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

​
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)

​
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.
You can also sign up using a passkey for passwordless authentication.
2

Verify your email

Check your inbox for a verification email from Chainbook.Click the verification link to activate your account.
Once verified, you’ll be automatically logged in to your dashboard.

​
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”).Select the network type:
  • TRON - For TRX and TRC-20 tokens
  • Ethereum - For ETH and ERC-20 tokens
Each wallet supports one network type. Create separate wallets for different networks.
3

Add asset addresses

Enter one or more asset addresses to track.Click Create Wallet to save.
Your wallet is created and asset syncing begins automatically.

​
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:
  • Wallet - Filter by specific wallet
  • Category - Filter by transaction category
  • Date range - Filter by time period
  • Contact - Filter by sender or recipient
3

View transaction details

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

​
Step 4: Organize with Categories

Categories help you classify transactions for better reporting.
1

Create categories

Go to Settings → Categories to 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 based on your patterns.

​
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.

​
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. New transactions typically appear within a few minutes of being confirmed on the blockchain.