> ## Documentation Index
> Fetch the complete documentation index at: https://help.chainbook.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting Data

> Export your transaction data for accounting, tax reporting, and analysis

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

## Export Types

<CardGroup cols={2}>
  <Card title="Transaction Export" icon="list">
    Detailed list of all transactions with full information.
  </Card>

  <Card title="Wallet Summary" icon="chart-bar">
    Summary by wallet with income, expenses, and balance.
  </Card>
</CardGroup>

## Exporting Transactions

### Basic Export

<Steps>
  <Step title="Go to Transactions">
    Click **Transactions** in the sidebar.
  </Step>

  <Step title="Apply filters (optional)">
    Filter to export only specific transactions:

    * By wallet
    * By category
    * By date range
    * By contact

    <Tip>
      Set filters before exporting to get exactly the data you need.
    </Tip>
  </Step>

  <Step title="Click Export">
    Click the **Export** button in the top right.
  </Step>

  <Step title="Download CSV">
    Your browser downloads `transactions.csv`.

    <Check>
      Open the file in Excel, Google Sheets, or any spreadsheet application.
    </Check>
  </Step>
</Steps>

### 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:**

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

<Tip>
  Combine filters for precise exports—e.g., "Revenue" category + "January 2024" date range.
</Tip>

## Exporting Wallet Summary

Export a summary of all wallets for the selected period.

<Steps>
  <Step title="Go to Dashboard">
    Click **Dashboard** in the sidebar.
  </Step>

  <Step title="Set date range">
    Select the time period you want to summarize.
  </Step>

  <Step title="Find Overall by Wallets">
    Locate the "Overall by Wallets" section.
  </Step>

  <Step title="Click Export">
    Click the **Export** button next to the section.
  </Step>

  <Step title="Download CSV">
    Your browser downloads `overall-by-wallets.csv`.
  </Step>
</Steps>

### Summary CSV Columns

| Column   | Description               |
| -------- | ------------------------- |
| Wallet   | Wallet name               |
| Income   | Total incoming for period |
| Expenses | Total outgoing for period |
| Balance  | Net (Income - Expenses)   |

## Using Exports

### 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

### 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

### 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

<Note>
  Column mapping varies by software. Match "Date", "Amount", "Description" fields appropriately.
</Note>

### 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

<AccordionGroup>
  <Accordion title="Categorize all transactions">
    Uncategorized transactions appear with blank Category column. Complete categorization for cleaner exports.
  </Accordion>

  <Accordion title="Add contacts for known addresses">
    Contact names replace long addresses in exports, making data more readable.
  </Accordion>

  <Accordion title="Add descriptions to important transactions">
    Descriptions provide context your accountant or future self will appreciate.
  </Accordion>

  <Accordion title="Verify the date range">
    Double-check your filters match the period you need (fiscal year, quarter, etc.).
  </Accordion>
</AccordionGroup>

### 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:

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

### Reconciliation Workflow

<Steps>
  <Step title="Export Chainbook data">
    Export transactions for the reconciliation period.
  </Step>

  <Step title="Export from exchange/wallet">
    Get statements from your exchange or wallet app.
  </Step>

  <Step title="Compare in spreadsheet">
    Use VLOOKUP or similar to match transactions by hash.
  </Step>

  <Step title="Identify discrepancies">
    Find missing or mismatched transactions.
  </Step>

  <Step title="Resolve differences">
    Add missing assets to Chainbook or categorize untracked activity.
  </Step>
</Steps>

### Tax Year Export

For annual tax filing:

<Steps>
  <Step title="Set fiscal year dates">
    Filter transactions to your tax year (e.g., Jan 1 - Dec 31).
  </Step>

  <Step title="Review categories">
    Ensure all transactions are properly categorized.
  </Step>

  <Step title="Export full dataset">
    Export all transactions for the year.
  </Step>

  <Step title="Export by category">
    Create separate exports for Income, Expenses, Trading, etc.
  </Step>

  <Step title="Export wallet summary">
    Get overall totals for documentation.
  </Step>

  <Step title="Share with accountant">
    Provide exports along with context on your crypto activity.
  </Step>
</Steps>

## Troubleshooting

<AccordionGroup>
  <Accordion title="CSV opens incorrectly in Excel">
    Try:

    * Import wizard instead of direct open
    * Specify UTF-8 encoding
    * Check delimiter is comma
    * Try Google Sheets as alternative
  </Accordion>

  <Accordion title="Amounts showing as text">
    In Excel:

    1. Select the column
    2. Data → Text to Columns
    3. Choose Delimited → Comma
    4. Set column type to Number
  </Accordion>

  <Accordion title="Dates not recognized">
    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
  </Accordion>

  <Accordion title="Export is empty or missing transactions">
    Check:

    * Filters aren't too restrictive
    * Date range includes your transactions
    * Assets have finished syncing
    * You have transactions in the selected criteria
  </Accordion>
</AccordionGroup>

## Related Guides

<CardGroup cols={2}>
  <Card title="Categorizing Transactions" icon="tags" href="/guides/categorizing-transactions">
    Organize before exporting for cleaner data.
  </Card>

  <Card title="Contacts" icon="address-book" href="/features/contacts">
    Label addresses for readable exports.
  </Card>
</CardGroup>