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Accounts Overview

Understanding the different account types in Recap and how to import your transactions.

Written by Scott
Updated over a week ago

Adding Your Transactions: Overview → Exchange APIWalletExchange StatementCustom

How do accounts work?

Recap uses an account system to model your crypto transactions. Each account within Recap represents a different exchange or wallet where you have made transactions.

As an example, if you have used Coinbase to buy Ethereum and then sent your ETH tokens to an external Ethereum wallet, you would have one account for your Coinbase account and another for your Ethereum wallet.

Note: To accurately calculate your taxes, it’s essential to add an account for every platform or wallet where you’ve made transactions. Recap needs a complete record of all acquisitions and disposals to track your portfolio correctly.

Types of Accounts in Recap

Recap supports several account types, depending on how you import your transaction data:

  1. Exchange API – Automatically imports transactions from supported exchanges.

  2. Wallet – Automatically syncs transactions from blockchain wallets.

  3. Exchange Statement – Upload a CSV or other supported format downloaded from your exchange.

  4. Custom – Manually upload a CSV file containing transactions from any source.

Want to know more about how API connections work and how your data stays secure? See How does connecting to accounts work?

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