Your first report in five minutes

This page is a stub. The full guide is written against the shipped app version and is on its way.

The shortest honest path from nothing to a downloaded report.

One, export from where your history lives. If you already use another tax tool, export your transactions from it, the Koinly, CoinLedger, CoinTracking and CoinTracker guides show exactly which export to use. Exchange statements from Coinbase, Kraken and Binance work directly, and so does any plain CSV, see supported formats.

Two, import it. Open Import in the sidebar, choose the file, and read the preview before confirming. The app tells you exactly what it read, how many rows the file held, and how many tax events they become, with the difference explained line by line. Rows and tax events are not the same thing, and the app never hides the arithmetic between them, that is the reconciliation habit explained in the reconciliation count. When the preview matches your expectation, confirm the add.

Three, look at Reconcile before Reports. If the engine wants your judgment on anything, a possible duplicate, a transfer without its partner, it queues the question in Reconcile rather than guessing behind your back. Ten minutes there is usually the difference between a number you can defend and a number you hope is right.

Four, download. Open Reports. Under 1,000 transactions everything is free, the capital gains summary, the working paper that shows each disposal with its matching rule and citation, and the rest of the report family. Above 1,000, downloads ask for a licence key from the pricing page, and everything you computed stays on screen either way.

That is the whole loop. For what the numbers mean, start with the UK rules and reading citations.