Migrating your Accointing Transactions to Kryptos

OAuth Import

API Import

CSV File Import

Manual Import

Last updated:

2024-10-09

min read

If you’re using Accointing for crypto tax management but want to migrate to Kryptos, follow these steps to ensure a smooth transition. Kryptos allows you to transfer all your existing transaction data seamlessly and continue tracking your crypto portfolio.

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On Kryptos

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Go to Integrations, click Add Integration, and select Add Custom Wallet.
Name and create your wallet, then click on the wallet icon.
Select Import File, download the Kryptos Sample File, and fill it with your transaction data.
Upload the completed file and click Import Transactions to sync.

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On Accointing

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Log in to your Accointing account and go to the Dashboard.
From the left-hand menu, click on Transactions.
On the Transactions page, click on Export Full History at the top.
This will download a CSV file containing all your transaction history to your Downloads folder.

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On Kryptos

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Sign up on Kryptos.io using your Google account.
Go to Integrations, select Accointing, and choose Upload CSV.
Upload the downloaded files and click on Import Your Transactions.

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Managing Your Portfolio with Kryptos

After integrating your Accointing account, Kryptos offers a suite of tools to help you manage and optimize your portfolio effectively. Here are some key use cases:

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Real-Time Portfolio Tracking: Monitor your crypto assets with real-time insights into holdings, transactions, and market movements for informed decision-making.
Asset Allocation Insights: Analyze the distribution of your investments, identify overexposures, and rebalance your portfolio to diversify and reduce risk.
Integrated DeFi & Staking Overview: Manage both traditional crypto assets and DeFi investments, with a consolidated view of earnings and positions.
Tax-Loss Harvesting: Identify opportunities to sell underperforming assets to offset gains and reduce tax liability, especially during year-end planning.
Transaction Categorization: Automatically categorize transactions for better organization, making it easier to analyze your portfolio and generate reports.

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Tax Reporting

How to Generate Tax Reports

Once you have integrated all of your wallets and exchanges, generating tax reports is straightforward:

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Go to Reports from the main menu.
Scroll down and you’ll see the “Reports” section.
Choose your desired report and click on the Complete icon to download the report.

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How are Accointing Transactions Taxed?

Income Tax: If you earn rewards from staking, lending, or receive crypto payments, you may need to pay income tax.
Capital Gains Tax: Profits from selling or disposing of crypto assets, such as Bitcoin or Ethereum, are typically subject to capital gains tax.

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Kryptos automatically calculates these taxes based on your Accointing transaction data, ensuring accuracy and compliance with local regulations.

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Security Measures

Generate Secure API Keys: Ensure your API keys are read-only and store them securely.
Regular Updates: Regularly update your API keys and review their permissions.
Offline Storage: Store your API Secret key offline to prevent unauthorized access.

Troubleshooting and Support

Common Issues

API Errors: Ensure your API keys are correct and have the necessary permissions.
CSV Upload Issues: Verify the naming of the CSV files as mentioned above.
Missing Transactions on CSV: Check the date range and account settings on Accointing.

Support Channels

Help Center: Visit the Kryptos Help Center for detailed guides and FAQs.
Live Chat: Use the live chat option on the Kryptos website for immediate assistance.
Email Support: Contact support@kryptos.io for email support.

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