How to create a backup of all my transactions?
The export feature for your transaction history can be found under the menu item Transactions. As you can see in the picture below, you can download a backup of your full transaction history.
The CSV export will follow your transaction filter options. For example, you can export a CSV for single tax years or specific labels.
Can the transaction export be used for proofs of funds?
Common proofs of funds are tax reports, screenshots of your exchange and wallet transactions, and if necessary a more detailed description of your transaction history.
The more evidence you can provide to your exchange, bank or tax authority, the better.
Just download the corresponding transaction histories in Blockpit and attach them as evidence. It is also recommended to submit the CSV or Excel format as a PDF document.
Note, however, that a correct evidence base is always a complete transaction history (no missing, duplicate or incorrect transactions). A good indicator for this is a transaction list without displayed Tips.
What data is included in the exported CSV file?
The CSV file contains all transactions of your transaction list.
Transactions that have been manually excluded from the transaction list (tax report), as shown in the image below, will not be exported.
The CSV file can also be re-uploaded directly into your Blockpit account.
Only parts of the exported data are compatible with our Blockpit Excel Template, which is additionally available for uploading data to a Blockpit integration. Individual columns such as Date (UTC), Integration Name, Label, Outgoing Asset, Outgoing Amount, Incoming Asset, Incoming Amount, Fee Asset, Fee Amount, Trx. ID and Comments can be copied directly into the Blockpit Excel Template.
Transfers are only exported in form of their basic transaction types: Deposit & Withdrawal. The exact reconciliation of previously linked transactions (Transfers) is therefore currently not possible via our export feature. When the exported CSV file is uploaded to your Blockpit account again, they will be merged again according to the following auto merging parameters.
>Automatic and manual Merging to Label "Transfer"
The following transaction details are provided via the export:
Date (UTC): Individual transactions timestamp (UTC).
Integration Name: Self entered name of your integration.
Label: Label/Type of your transaction.
Outgoing Asset: Short name of the outgoing asset (ticker).
Outgoing Amount: Total amount of the outgoing asset.
Incoming Asset: Short name of the incoming asset (ticker).
Incoming Amount: Total amount of the incoming asset.
Fee Asset: Short name of the outgoing fee asset (ticker).
Fee Amount: Total amount of the outgoing fee asset.
Trx. ID: Blockchain or exchange Transaction ID if available, or self entered transaction ID.
Comments: Transaction Note.
Source Type: Describes the type of integration (API, Chain, CSV, Manual).
Source Name: Describes the internal Blockpit integration name.
Example of exported transaction list (Google Sheets):
Simplified matching with the transaction history of your exchange or wallet:
If your transaction history show Tips related to "Missing History" the transaction export can help you to compare your transaction history. For this purpose, it is best to filter by the affected integration and asset. You can read more about this in this article.