How to Upload Transaction Data to Koinly Using a CSV File (2026 Guide)

Emma

— 2 min read

Tracking cryptocurrency transactions across multiple exchanges and wallets can be overwhelming, especially during tax season. Koinly simplifies the process by allowing you to upload transaction data using CSV files, making tax reporting fast and accurate — even if your exchange doesn’t support direct API integration.

Here’s a step-by-step guide to uploading CSV files to Koinly in 2026.

What Is a CSV File and Why Use It?

A CSV (Comma-Separated Values) file is a simple text file that contains a list of your transactions, including:

  • Buy and sell trades
  • Deposits and withdrawals
  • Transfers between wallets
  • NFT purchases and sales

Many exchanges allow you to export your transaction history as a CSV file. Uploading this file to Koinly ensures all taxable events are captured, even if the platform doesn’t support automatic API connections.

Step 1: Export Your CSV File From Your Exchange or Wallet

  1. Log in to your exchange or wallet
  2. Navigate to transaction history or reports
  3. Select the date range for the transactions you want to upload
  4. Export the history as a CSV file
Tip: Save the file with a clear name, like Binance_Transactions_2026.csv, to avoid confusion later.

Step 2: Log in to Your Koinly Account

Go to www.koinly.io and log in. If you haven’t created an account yet, sign up — it’s free to start.

Step 3: Navigate to the Import Section

Once logged in:

  1. Click on “Wallets” in the dashboard
  2. Select “Add Wallet/Exchange”
  3. Choose CSV file upload from the options

Step 4: Upload Your CSV File

  1. Click “Upload CSV”
  2. Select the CSV file you exported
  3. Map the columns in the CSV file to Koinly’s fields (like Date, Type, Amount, Currency)
  4. Click “Import Transactions”

Koinly will process the file and automatically categorize transactions where possible.

Step 5: Review Imported Transactions

After uploading:

  • Check for missing or unrecognized transactions
  • Correct any misclassified trades
  • Add tags for staking, mining, or DeFi income if needed
Tip: Accurate classification ensures your tax reports are error-free.

Benefits of Using CSV Uploads in Koinly

  • Works with any exchange or wallet that provides transaction history
  • Keeps all transactions in one place
  • Reduces errors from manual calculations
  • Allows portfolio tracking and tax reporting for complex transactions

Final Thoughts

Uploading CSV files to Koinly is a simple and reliable way to consolidate all your crypto transactions in one dashboard. Even if your exchange doesn’t support API connections, CSV uploads let you track trades, staking rewards, NFTs, and DeFi income accurately — ensuring compliance and peace of mind during tax season.

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