Getting Started
How to Use cryptact
- User Guide for cryptact
- Support in India: What cryptact covers and how to use it
- Support in Canada: What cryptact cover and how to use it
- DeFi：User Guide for cryptact’s DeFi Feature
- Supported Reporting Currencies
- Supported Fiat Currencies
Plans/Payment
- How to Check Your Registered Credit Card
- How to Check Your Payment History
- How to Select a Pricing Plan
- How Annual Transactions Are Counted (Plan Guide)
- Payment Methods
- How to Pay with Cryptocurrency (temporarily suspended)
Screen Navigation Guide
Ledger Settings
- How to Change Ledger Settings (Reporting Currency, Cost Basis Method, Time Zone, etc.)
- Settings: Use 5% Adjusted Cost Basis
- Settings: Attempt Best-Effort Fallback to Zero for Price Lookups
- Settings: Expense Transfer Fees (for Japan)
- Settings: Allow Marginal Close Violations
- Settings: FX Exchange Rate Conversion (For JPY users)
Common Questions
- What is cryptact？
- Will I be asked to provide personal information?
- Supported/Recommended Browsers
- Could you recommend a tax accountant?
- How to check my current subscription plan?
- What is data retention plan?
Common Questions (New Pricing Plan Revision/Effective September 9, 2024)
- Q1. I am subscribed to an old paid plan. What will happen after the plan revision?
- Q2. I want to sign up for the new plan. How should I proceed?
- Q3. I am using the old [Free Plan]. What will happen after the plan revision?
- Q4. With the new [Free Plan], can I receive email support?
- Q5. I subscribed to the old paid plan of cryptact before the plan revision date. Can I switch to the new plan now?
- Q6. I’m on an old paid plan with auto-renew turned off. What happens after my subscription expires on or after September 9, 2024?
Importing Transactions
File Import
- How to download a trade history from BitTrade(Ex.Huobi Japan)
- How to download a trade history from Coinbase Japan [CLOSE]
- How to download a trade history from CoinTrade
- How to download a trade history from Deepcoin
- How to download a trade history from edgeX
- How to download a trade history from Globiance
API Import
- How to get an API key for AscendEX
- How to get an API key for Binance Global
- How to get an API key for Binance Japan
- How to get an API key for Binance US
- How to get an API key for BingX
- How to get an API key for bitbank
Wallet Data Import
- DeFi: How to Import Wallet Transaction History
- DeFi: How to Upload a Trade History from Metamask Wallet
- DeFi: How to Upload a Trade History from Phantom Wallet
- DeFi：Regarding the Support for Sui Network (SUI)
- DeFi: How to Upload a Trade History from Sparrow Wallet
- DeFi: How to Upload a Trade History from Electrum Wallet
Upload Instructions
- Steps to Transfer Your Data from Another Service (Adding your starting balance)
- How to Switch From Koinly to cryptact
- How to Switch From CoinLedger to cryptact
- How to Switch from Gtax
- How to obtain transaction history
- How to upload trade history
Manual Import
- How to manually add transaction history
- Creating a Custom File (Canada)
- How to Create a Custom File
- How to upload a Custom File
- How to Upload a Custom File Correctly
- Custom file creation service
Automation Coverage Updates
- Exchanges supported for API（Update as needed）
- Exchanges Currently Not Supported for API Integration
- Our Support Status for Bitget
- Our Support Status for bitFlyer
- Our Support Status for Bitbank
- Our Support Status for Bybit
Common File Upload Issue
- List of unsupported files by cryptact(order history file, etc)
- How to fix exchange file upload errors (unsupported trade types, invalid data)
- How to fix custom file upload errors (unsupported trade types, invalid data)
- How to Resolve File Upload Errors Caused by Header Mismatch
- How to Resolve File Upload Errors Caused by No Transactions Are Found or Data Is Locked
- How to Resolve File Upload Errors Caused by File Corruption
Common API Sync Issue
Common Questions（Importing Transactions）
- I have multiple accounts on Hyperliquid. How can I upload files for multiple accounts?
- What is "Subcategories" When Uploading Files?
- Why is the status still 'Processing' after I uploaded my transaction history?
- Why is the message "Transaction history added" not displayed in the assistant even though I have uploaded the transaction history?
- Why are transactions "skipped"?
- How can I remove an exchange in the assistant?
Transactions
Editing Data
- How to Delete or Exclude Transaction History All at Once (Bulk Action Feature)
- How to Edit/Exclude/Delete transactions
- How to delete trade history
- How to delete API connection
- How to Edit When a Custom Coin Becomes a Supported Coin
- DeFi: How to delete a wallet address
Transaction History Help (Invalid Transactions/ToConfirm Transactions）
- Correcting Invalid transactions - README too!
- How to fix invalid transactions caused by "Insufficient position"
- How to fix invalid transactions caused by "Unsupported currency"
- How to fix invalid transactions caused by "Price lookup unavailable"
- How to use the "Ledger Repair Wizard"
- How to fix missing transactions (insufficient position warnings) in bulk
Transaction History Issue
- Why are the “PRICE” and “UNREALIZED GAINS & LOSSES” shown as “N/A” in the “Yearly” section of the Summary Page?
- Why Transaction History May Not Appear via API Integration
- Why Binance Margin Trades May Not Appear via API Integration
- Why transaction history is duplicated after API sync
- Why Your Coin Balances Don’t Match and How to Fix It
- How to adjust the coin position after fixing all invalid transactions
Common Scenarios
- How to Handle Transfer (Deposit/Withdrawal) Between Accounts
- How to Handle "Fees in Fiat Currency" during Deposits and Withdrawals
- How to handle spot borrowed or returned cryptocurrencies
- How to Handle Margin, FX, and Derivatives Transactions in Cryptocurrency
- How to handle MATIC/POL token migration
- How to Handle Mainnet Swaps
Common Questions（Transactions）
- Different from expected Realized Gains/Losses? Are the coin positions different? Frequently asked questions for beginners to experts
- Not what I imagined Realized Gains/Losses to be
- Is there a way to check unrealized gains/losses at the end of the year?
- I uploaded my transaction history, but why is the number of transactions displayed on cryptact smaller than expected?
- Why did the calculation results change after unlocking the locked data?
- If you want to revert to the state before resolving "Invalid transactions"
Account & Security
Account Related
- Referral Program
- How to change various login/account related settings
- How to Change Your Email Address
- How to change (reset) your password
- Reasons for Not Receiving Account Verification Email
- What to Do If Your Account Is Locked
Security Related
AI
Auto-Renewal Discount
- Which plans are eligible for the auto-renewal discount?
- Auto-renewal discount rate and counting method
- How to Apply the "Auto-Renewal Discount"
- Can it be used with other discount coupons?
- Can you provide examples of how the "Auto-Renewal Discount" is applied?
- If I cancel the auto-renewal, will the auto-renewal discount also be reset?