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Exchange CSV Account

What is an exchange CSV account?

Scott Price avatar
Written by Scott Price
Updated this week

An Exchange CSV Account allows you to import your exchange transactions into Recap by using CSV files downloaded from your exchange. Simply export a file containing your transactions and then import to your account within Recap.

As you make more transactions on the exchange, you will need to periodically download a new file and import it again to Recap to make sure Recap is kept up to date.

Each new import will remove all previous data in the account. This is so you don't accidentally upload duplicates or have to manually work out which transactions you do and don't want to be included.

Some exchanges will allow you to download all historical data in bulk but others restrict to a set time period or number of transactions. We suggest you keep a "master" spreadsheet and update this with new data each time you download it from your exchange.

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