Hi there 👋

Want to add another file to Waltio cause your exchange platform or crypto wallet is not supported? Here are the steps to follow :

Summary:

1. Download the file in Waltio format

2. How to fill it in?

3. Add it to your Waltio account

4. Additional information

This is what it looks like:

💡 Here is a sample Waltio file containing transactions correctly populated, to provide you with a fair example by transaction type.

Please choose the type of transaction between :

You can find the definitions of each transaction type at the end of this article.

Choose the date in the specific format herebelow in column B (Date)

Select the amount and the token received in case of a deposit or exchange.

⚠️ Columns containing numbers must be achieved using commas, not periods.

Choose the amount and token sent in case of withdrawal or exchange.

💡 Amounts sent must be net of fees:

Example: If you made a withdrawal of 10 BCH of which 0.1 are fees, you will need to fill in, 10-0.1 = 9.90 in the "Amount Sent” column and 0.1 in the “Fee” column.

Select the fee amount and fee token if applicable.

Indicate the Exchange or Platform in uppercase (ex: BINANCE).

If there are two words, add an underscore(_) (ex: COINBASE_PRO).

👉 You will find the format for each platform in this table.

Choose a description for your transaction and a Label. It is not mandatory to add this information, as you will be able to do so in your account.

Choose “Services” at “My account” page :

Then “Waltio” :

1️⃣ The data must be entered in a “raw” way, i.e. without using a calculation formula. When copying and pasting, paste “respecting the destination formatting”. If your file is not correctly read on Waltio, it is probably because of this.

2️⃣ In the Waltio format file, the time must be entered in GMT. In the Waltio interface, we display the time based on the location of your connection. Example: if you add a transaction on December 15, 2021 at 2pm via the Waltio template and are in Paris, in Waltio, it will appear at 1pm.

3️⃣ For margin trading type transactions, you should add a “deposit” if your long or short was profitable by assigning the label “Derivatives Gain”.

You should add a “withdrawal” if your long or short trade ended in a loss by assigning the label “Derivatives Loss”.

4️⃣ You can use Waltio advanced file format if you want to fill in more information (time zone, transaction hash, etc.) on your transactions.

5️⃣ The limit of transactions per file is 10,000. If you add more than 10k transactions to your file, they will not be read.

If you have any other questions, do not hesitate to contact us via the chat just at the bottom right of your screen! 💬

The Waltio Team