Supported transaction types

CryptFolio currently supports the following transaction types:

  • Purchase: The initial purchase of a currency, which can be through exchange or mining. The purchase price is used to value the currency as new inventory.
  • Sale: The sale of a cryptocurrency, which can be through exchange of a cryptocurrency (for another cryptocurrency or fiat currency) or purchasing a good or service. This is considered a taxable event.
  • Transfer: Transferring currency between accounts, wallets, or addresses. This is not considered a taxable event.
  • None: for anything that hasn’t been categorised. These transactions will be not be included in your inventory reports.

If you’ve added your accounts to your portfolio through API integrations or supported CSV uploads, then most of your transactions should be automatically categorised into one of these three types.

You can change the transaction type, or manual valuation, of any of your transactions by editing the transaction manually.

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