Fully Illustrated Koinly 2026 Guide (Desktop & Mobile)

Step 1: Sign Up / Log In

Screenshot Concept:

  • Desktop browser showing koinly.io homepage.
  • Highlight Sign Up and Login buttons at top-right.

Caption:

  1. Go to koinly.io.
  2. Click Sign Up or Login.
  3. Enter email, password, and country.
  4. Confirm email via the verification link.

Step 2: Connect Wallets & Exchanges

Screenshot Concept:

  • “Add Wallet/Exchange” page.
  • Highlight popular exchanges: Coinbase, Binance.
  • Show wallet types: MetaMask, Ledger.

Caption:

  • Click Add Wallet/Exchange.
  • Connect via API (recommended), CSV upload, or manual entry.
  • Koinly imports all transactions automatically.

Step 3: Review Transactions

Screenshot Concept:

  • Transactions tab with table: Date | Asset | Type | Amount | Price | Gains/Loss.
  • Highlight “Matched Transfers” and “Unmatched Transactions.”

Caption:

  • Check that trades, transfers, staking, and mining are correct.
  • Koinly matches transfers to prevent double-counting.

Step 4: Track Portfolio

Screenshot Concept:

  • Portfolio page showing:
    • Pie chart of holdings by coin.
    • Value over time chart.

Caption:

  • Click Portfolio to view holdings, unrealized gains/losses, and historical charts.

Step 5: Generate Tax Reports (Paid Plan)

Screenshot Concept:

  • Tax Reports tab with Generate Report button and year selector.
  • Show dropdown of report formats (PDF/CSV).

Caption:

  • Upgrade to a paid plan if you need official tax reports.
  • Select the tax year → click Generate Report.
  • Download PDF/CSV for filing.

Step 6: Enable Two-Factor Authentication (2FA)

Screenshot Concept:

  • Account Settings → Security tab.
  • Highlight Enable 2FA button and QR code for authenticator apps.

Caption:

  • Go to Account Settings → Security → Enable 2FA.
  • Use an authenticator app like Google Authenticator or Authy.
  • Save backup codes in a secure location.

Step 7: Sync Regularly

Screenshot Concept:

  • Dashboard showing “Last Synced” date.

Caption:

  • Keep your exchanges and wallets synced.
  • Track DeFi, staking, and mining income.
  • Review new transactions to keep your portfolio and taxes accurate.

Step 8: Summary / Checklist

Visual Concept:

  • Checklist with icons: ✅ Sign Up / Login, ✅ Connect Wallets, ✅ Review Transactions, ✅ Track Portfolio, ✅ Generate Tax Reports, ✅ Enable 2FA, ✅ Sync Regularly.

Caption:

  • Follow this checklist every tax year to stay organized and compliant.

✅ Next Steps

If you want, I can create an actual PDF layout for you with:

  • Realistic mock screenshots (desktop & mobile)
  • Highlighted buttons, fields, and icons
  • Step-by-step annotations