If you use Revolut for crypto transactions, you can import your transaction history into Recap using a CSV file. This method gives you full control over your data and ensures that all relevant transactions are included for accurate portfolio tracking and tax calculations.
Note: You can upload multiple CSV files to this account, so you may prefer to upload your Revolut statements by calendar year or tax year for better organisation.
Step 1: Export Your Revolut Transaction History
To import your Revolut transactions into Recap, you first need to download a CSV file from your Revolut account.
Open the Revolut app.
Press the Accounts button. It's the circle at the top left of the screen that contains your initials.
Press the option for Documents & statements in the menu.
In the following menu, select Crypto.
Next, select Account statement.
Choose Excel, select the required Period, and then press Generate.
Your CSV file will now download. Remember its location so you can find it later!
Step 2: Create a Revolut Exchange Statement Account in Recap
Open Recap and go to the Accounts screen.
Click Add Account and select Upload Exchange Statements followed by Next.
Choose Revolut then click Next again.
Name your account (e.g., "Revolut CSV") and click Next.
Your Revolut CSV account will now be created!
Step 3: Import Your Revolut CSV File into Recap
In the Accounts screen, find your newly created Revolut Exchange Statement account.
Click the Settings cog and select Manage CSV Files.
Drag your CSV files into the designated box, or click inside the box to browse and select your Revolut CSV file(s) from your computer.
If uploading multiple CSV files (e.g., for different years), repeat this step as needed.
Wait for the file to process and review any import messages or warnings.
Note: You can upload multiple CSV files to this account, so you may prefer to upload your Revolut statements by year or by tax year for better organisation.
However, due to the Bed and Breakfast tax rule for capital gains, you must ensure that you include transactions made 30 days after the end of the tax year.
Step 4: Review Your Imported Transactions
Navigate to the Activity screen to check your imported transactions.
Use filters to confirm deposits, withdrawals, trades, and other transactions are accurately recorded.
If you notice any missing or incorrect transactions, manually adjust them as needed.
Troubleshooting & Common Issues
CSV Format Errors: Ensure the file matches Revolut’s official format and hasn’t been modified by spreadsheet software.
Missing Transactions: Check if the full transaction history is included in the exported file and verify the date range.
Duplicate Transactions: If importing multiple files, make sure there’s no overlap in the date ranges.
Fee Calculations: Due to restrictions in the data Revolut provide around fees, it is important to check the amounts calculated by the importer are accurate. Please get in touch if you have any discrepancies.
Keeping Your Data Up to Date
If you continue using Revolut for crypto transactions, periodically download and import new CSV files to keep your Recap account current.
Consider maintaining a regular schedule for updating your CSV imports to ensure accurate reporting.
Need Help?
If you run into any issues, check out our Help Center or contact our support team for assistance.