Exporting Data - Chainbook

Chainbook lets you export transaction data as CSV files for use in spreadsheets, accounting software, and tax preparation.

Export Types

Transaction Export

Detailed list of all transactions with full information.

Wallet Summary

Summary by wallet with income, expenses, and balance.

Analytics Export

Analytics page data for the selected period.

Contacts Export

Your contact book with addresses and labels.

All exports are CSV files with every field quoted and UTF-8 encoded. Transaction exports include up to 50,000 rows — narrow your filters if you need to export more history in slices.

Exporting Transactions

Basic Export

Go to Transactions

Click Transactions in the sidebar.

Apply filters (optional)

Filter to export only specific transactions:

By type (Incoming, Outgoing, Internal Transfer, Swap)
By wallet
By category
By date range
By contact

The “hide small transactions” option also applies to exports — turn it off if you need every transaction.

Set filters before exporting to get exactly the data you need.

Click Export

Click the Export button in the top right.

Download CSV

Your browser downloads Chainbook-transactions.csv.

Open the file in Excel, Google Sheets, or any spreadsheet application.

CSV Columns

The transaction export includes:

Column	Description	Example
Date	Transaction timestamp	15.01.24 10:30
Amount	Value with sign and currency	+1000.00 USDT
From	Sender address or contact	Alice
To	Recipient address or contact	My Wallet
Description	Your custom notes	Invoice #1234
Category	Assigned category	Revenue
Wallet	Wallet name	Business Account
Asset	Your asset address	TLa2f6…
Hash	Blockchain transaction hash	0x123…

Filtered Export

Export specific subsets of data: By Date Range:

Set date filter to desired period
Export only those transactions

By Wallet:

Filter to single wallet
Export wallet-specific data

By Category:

Filter to specific category
Export categorized transactions

Combine filters for precise exports—e.g., “Revenue” category + “January 2024” date range.

Exporting Wallet Summary

Export a summary of all wallets for the selected period.

Go to Dashboard

Click Dashboard in the sidebar.

Set date range

Select the time period you want to summarize.

Find Overall by Wallets

Locate the “Overall by Wallets” section.

Click Export

Click the Export button next to the section.

Download CSV

Your browser downloads Chainbook-OverallByWallets.csv.

Summary CSV Columns

Column	Description
Wallet name	Wallet name
In	Total incoming for period
Out	Total outgoing for period
Balance	Net (In - Out)

Using Exports

In Excel

Open Excel
File → Open → Select your CSV
Ensure “Delimited” is selected
Choose “Comma” as delimiter
Click Finish

Useful Excel features:

PivotTables for category summaries
Charts for visualization
SUMIF for conditional totals
Filters for drilling down

In Google Sheets

Go to Google Sheets
File → Import
Upload your CSV
Select “Replace current sheet” or “Insert new sheet”
Click Import

In Accounting Software

Most accounting software accepts CSV imports: QuickBooks:

Banking → Bank Transactions
Link account or Upload CSV
Map columns to QuickBooks fields

Xero:

Accounting → Bank accounts
Import a statement
Upload CSV and map columns

Wave:

Accounting → Transactions
Import CSV
Follow mapping wizard

Column mapping varies by software. Match “Date”, “Amount”, “Description” fields appropriately.

For Tax Preparation

Common tax preparation uses: Capital gains calculation:

Export trading transactions
Import into tax software
Calculate gains/losses

Income reporting:

Export income category transactions
Sum totals by period
Report as cryptocurrency income

Expense deductions:

Export expense categories
Document business expenses
Provide to accountant

Export Best Practices

Before Exporting

Categorize all transactions

Uncategorized transactions appear with “Uncategorized” in the Category column. Complete categorization for cleaner exports.

Add contacts for known addresses

Contact names replace long addresses in exports, making data more readable.

Add descriptions to important transactions

Descriptions provide context your accountant or future self will appreciate.

Verify the date range

Double-check your filters match the period you need (fiscal year, quarter, etc.).

Naming Conventions

Use clear file names when saving exports:

transactions-2024-Q1-business.csv
transactions-january-2024-all.csv
wallet-summary-2023-tax-year.csv

Regular Export Schedule

Establish a routine:

Frequency	Export Type	Purpose
Monthly	All transactions	Monthly reconciliation
Quarterly	By category	Quarterly review
Annually	Full year	Tax preparation

Advanced Export Tips

Combining Multiple Exports

For comprehensive reports:

Export each wallet separately
Export each category separately
Combine in a spreadsheet with multiple tabs
Create summary sheet with references

Reconciliation Workflow

Export Chainbook data

Export transactions for the reconciliation period.

Export from exchange/wallet

Get statements from your exchange or wallet app.

Compare in spreadsheet

Use VLOOKUP or similar to match transactions by hash.

Identify discrepancies

Find missing or mismatched transactions.

Resolve differences

Add missing assets to Chainbook or categorize untracked activity.

Tax Year Export

For annual tax filing:

Set fiscal year dates

Filter transactions to your tax year (e.g., Jan 1 - Dec 31).

Review categories

Ensure all transactions are properly categorized.

Export full dataset

Export all transactions for the year.

Export by category

Create separate exports for Income, Expenses, Trading, etc.

Export wallet summary

Get overall totals for documentation.

Share with accountant

Provide exports along with context on your crypto activity.

Troubleshooting

CSV opens incorrectly in Excel

Chainbook CSVs are comma-delimited, UTF-8, with every field quoted. If Excel misreads the file:

Use the import wizard (Data → From Text/CSV) instead of double-clicking the file
Specify UTF-8 encoding in the wizard
Check delimiter is comma
Try Google Sheets as an alternative — it handles the format automatically

Amounts showing as text

The Amount column includes a sign and currency (e.g. +1000.00 USDT), so spreadsheets treat it as text by design. To calculate with it, split off the currency:

Select the column
Data → Text to Columns
Choose Delimited → Space
Set the numeric column type to Number

Dates not recognized

Chainbook uses DD.MM.YY HH:mm format. In Excel:

Select date column
Format Cells → Custom
Enter: DD.MM.YY HH:mm

Export is empty or missing transactions

Check:

Filters aren’t too restrictive (including the “hide small transactions” option)
Date range includes your transactions
Assets have finished syncing
You have transactions in the selected criteria
You’re not over the 50,000-row export limit — narrow the date range and export in slices if so

An export with no matching transactions downloads as an empty file.

Categorizing Transactions

Organize before exporting for cleaner data.

Contacts

Label addresses for readable exports.

​Export Types

Transaction Export

Wallet Summary

Analytics Export

Contacts Export

​Exporting Transactions

​Basic Export

​CSV Columns

​Filtered Export

​Exporting Wallet Summary

​Summary CSV Columns

​Using Exports

​In Excel

​In Google Sheets

​In Accounting Software

​For Tax Preparation

​Export Best Practices

​Before Exporting

​Naming Conventions

​Regular Export Schedule

​Advanced Export Tips

​Combining Multiple Exports

​Reconciliation Workflow

​Tax Year Export

​Troubleshooting

​Related Guides

Categorizing Transactions

Contacts

Export Types

Exporting Transactions

Basic Export

CSV Columns

Filtered Export

Exporting Wallet Summary

Summary CSV Columns

Using Exports

In Excel

In Google Sheets

In Accounting Software

For Tax Preparation

Export Best Practices

Before Exporting

Naming Conventions

Regular Export Schedule

Advanced Export Tips

Combining Multiple Exports

Reconciliation Workflow

Tax Year Export

Troubleshooting

Related Guides