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

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Export Types

Transaction Export

Detailed list of all transactions with full information.

Wallet Summary

Summary by wallet with income, expenses, and balance.

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Exporting Transactions

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Basic Export

1

Go to Transactions

Click Transactions in the sidebar.
2

Apply filters (optional)

Filter to export only specific transactions:
  • By wallet
  • By category
  • By date range
  • By contact
Set filters before exporting to get exactly the data you need.
3

Click Export

Click the Export button in the top right.
4

Download CSV

Your browser downloads transactions.csv.
Open the file in Excel, Google Sheets, or any spreadsheet application.

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CSV Columns

The transaction export includes:
ColumnDescriptionExample
DateTransaction timestamp15.01.24 10:30
AmountValue with sign and currency+1000.00 USDT
FromSender address or contactAlice
ToRecipient address or contactMy Wallet
DescriptionYour custom notesInvoice #1234
CategoryAssigned categoryRevenue
WalletWallet nameBusiness Account
AssetYour asset addressTLa2f6…
HashBlockchain transaction hash0x123…

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Filtered Export

Export specific subsets of data: By Date Range:
  1. Set date filter to desired period
  2. Export only those transactions
By Wallet:
  1. Filter to single wallet
  2. Export wallet-specific data
By Category:
  1. Filter to specific category
  2. Export categorized transactions
Combine filters for precise exports—e.g., “Revenue” category + “January 2024” date range.

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Exporting Wallet Summary

Export a summary of all wallets for the selected period.
1

Go to Dashboard

Click Dashboard in the sidebar.
2

Set date range

Select the time period you want to summarize.
3

Find Overall by Wallets

Locate the “Overall by Wallets” section.
4

Click Export

Click the Export button next to the section.
5

Download CSV

Your browser downloads overall-by-wallets.csv.

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Summary CSV Columns

ColumnDescription
WalletWallet name
IncomeTotal incoming for period
ExpensesTotal outgoing for period
BalanceNet (Income - Expenses)

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Using Exports

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In Excel

  1. Open Excel
  2. File → Open → Select your CSV
  3. Ensure “Delimited” is selected
  4. Choose “Comma” as delimiter
  5. Click Finish
Useful Excel features:
  • PivotTables for category summaries
  • Charts for visualization
  • SUMIF for conditional totals
  • Filters for drilling down

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In Google Sheets

  1. Go to Google Sheets
  2. File → Import
  3. Upload your CSV
  4. Select “Replace current sheet” or “Insert new sheet”
  5. Click Import

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In Accounting Software

Most accounting software accepts CSV imports: QuickBooks:
  1. Banking → Bank Transactions
  2. Link account or Upload CSV
  3. Map columns to QuickBooks fields
Xero:
  1. Accounting → Bank accounts
  2. Import a statement
  3. Upload CSV and map columns
Wave:
  1. Accounting → Transactions
  2. Import CSV
  3. Follow mapping wizard
Column mapping varies by software. Match “Date”, “Amount”, “Description” fields appropriately.

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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

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Export Best Practices

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Before Exporting

Uncategorized transactions appear with blank Category column. Complete categorization for cleaner exports.
Contact names replace long addresses in exports, making data more readable.
Descriptions provide context your accountant or future self will appreciate.
Double-check your filters match the period you need (fiscal year, quarter, etc.).

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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

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Regular Export Schedule

Establish a routine:
FrequencyExport TypePurpose
MonthlyAll transactionsMonthly reconciliation
QuarterlyBy categoryQuarterly review
AnnuallyFull yearTax preparation

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Advanced Export Tips

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Combining Multiple Exports

For comprehensive reports:
  1. Export each wallet separately
  2. Export each category separately
  3. Combine in a spreadsheet with multiple tabs
  4. Create summary sheet with references

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Reconciliation Workflow

1

Export Chainbook data

Export transactions for the reconciliation period.
2

Export from exchange/wallet

Get statements from your exchange or wallet app.
3

Compare in spreadsheet

Use VLOOKUP or similar to match transactions by hash.
4

Identify discrepancies

Find missing or mismatched transactions.
5

Resolve differences

Add missing assets to Chainbook or categorize untracked activity.

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Tax Year Export

For annual tax filing:
1

Set fiscal year dates

Filter transactions to your tax year (e.g., Jan 1 - Dec 31).
2

Review categories

Ensure all transactions are properly categorized.
3

Export full dataset

Export all transactions for the year.
4

Export by category

Create separate exports for Income, Expenses, Trading, etc.
5

Export wallet summary

Get overall totals for documentation.
6

Share with accountant

Provide exports along with context on your crypto activity.

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Troubleshooting

Try:
  • Import wizard instead of direct open
  • Specify UTF-8 encoding
  • Check delimiter is comma
  • Try Google Sheets as alternative
In Excel:
  1. Select the column
  2. Data → Text to Columns
  3. Choose Delimited → Comma
  4. Set column type to Number
Chainbook uses DD.MM.YY HH:mm format. In Excel:
  1. Select date column
  2. Format Cells → Custom
  3. Enter: DD.MM.YY HH:mm
Check:
  • Filters aren’t too restrictive
  • Date range includes your transactions
  • Assets have finished syncing
  • You have transactions in the selected criteria

Categorizing Transactions

Organize before exporting for cleaner data.

Contacts

Label addresses for readable exports.