Adding your Account

A step-by-step guide for adding your account to Recap

Daniel Howitt avatar
Written by Daniel Howitt
Updated over a week ago

Recap supports integration with via CSV files. Once set up, the Recap application will categorise all of your transaction history and calculate your tax position.

Step 1 - Download your CSV File from enables you to download two CSV files that contain all of your transaction history Recap needs to calculate your taxes. (Recap does not require a CSV file for your visa card).

  1. Crypto Wallet

  2. Fiat Wallet

Please see this user guide for how to do this.

๐Ÿ’ก If you preview your file in a spreadsheet editor like Microsoft Excel please do not resave it before uploading to Recap. Automatic formatting changes may occur that make the file unrecognisable to our software.

Step 2 - Create your Account in Recap and Upload your CSV

  1. In Accounts, click the Add Account button, then select Exchange CSV, then

  2. Give your account a name and click Next.

  3. You'll return to Accounts, where you now have an empty card.

  4. Click the Settings Cog and then Import CSV.

  5. Click Browse to find your CSV file and then click Import.

Congratulations, your transactions are now in Recap!

โš ๏ธ is currently in Beta

This means that not all of the usual Recap features are available for quite yet. For example, you cannot reclassify your transactions. We will be adding these features in the future.

Need help?

Click Support in the bottom left of the app to talk to us directly or join our telegram group to chat to other users.

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