📝 Description
This guide explains how to export your transaction history from Uphold to import it into Waltio.
👉 This allows you to centralize your operations and simplify your crypto tax reporting.
⚠️ Warnings
Files must not be opened, renamed, or modified before import.
The report is sent by email in CSV format.
💡 Recommendations
Make sure to select the full period of your transactions.
The file must be uploaded as is into Waltio for correct processing.
📂 How to access your data
📱 Using the mobile app
Log in and tap Activity (bottom of the screen).
At the top right, tap the document icon.
Tap the green Generate Report button.
💻 Using the new web wallet
Log in at Uphold.
On the left, click Activity.
In the top right of the left panel, click the document icon.
Click the green Generate Report button.
🌐 Using the classic web wallet
Log in at Uphold.
At the top right, click Activity.
Click the document icon on the right.
Click History of Transactions.
Click Generate Report.
You will receive an email with a download link.
📤 How to export your data
Download the CSV file received by email.
➕ How to add data to Waltio
Go to the Import a file page on Waltio.
Upload this file.