Who is CoinTracking?
CoinTracking is a comprehensive platform built for serious investors. It offers real-time portfolio insights, tailored tax reports based on your country, and a Full-Service option that connects you with experienced tax professionals. Trusted by over 1.5 million investors globally, CoinTracking helps streamline crypto reporting, reduce administrative burden, and ensure tax compliance with ease.
Steps
- Generate your API key from your Wealth99 account
- Log in to CoinTracking and receive a 10% discount.
- Navigate to the Imports section and click Add Import.
- Search for Wealth99 and select the matching option
- On the import page, enter your API Key and Secret, then click Save this job to complete the setup.
How do I connect my Wealth99 account to CoinTracking?
To connect your Wealth99 account to CoinTracking, there are two options: Via API or Via CSV.
Via API (recommended)
1. Log in to your CoinTracking account.
2. On the superior menu, go to 'Imports' and select 'Add Import'.
3. Enter 'Wealth99' in the search box and select the result.
4. Log in to your Wealth99 account.
5. Go to 'Account' on the left side menu, and select the 'Financial' tab.
6. Navigate to 'API Keys' and click on 'Generate API Key'.
7. Insert 'CoinTracking' as the API Key name and click 'Continue'.
8. The Google Authenticator code will be required. Insert the six-digit code from the authenticator app to proceed. (If the 2FA wasn't activated through Google Authenticator, you'll receive a six-digit code via SMS).
9. Copy the provided API Key and Secret and paste them into CoinTracking in the respective fields. Save these credentials in a safe place.
10. In CoinTracking, review the settings and select 'Save this Wealth99 job' to finalize the connection.
Via CSV
1. Log in to your CoinTracking account.
2. On the superior menu, go to 'Imports' and select 'Custom Import'.
3. Choose 'CSV'.
4. Log in to your Wealth99 account.
5. Go to 'History' on the left side menu and click 'Export'.
6. Select 'Coin Tracking'.
7. Enter a date range (a maximum of 2 years of records can be downloaded in one export).
8. Click 'Export and Download'. Save the CSV file on your computer.
9. Upload the CSV Wealth99 File into CoinTracking and click 'Continue to Import'.
10. Check if all transactions are uploaded without any errors, then click 'Start Import'.
11. You will get a confirmation stating that 'Your trades have been successfully imported'.
Why do some transactions in the CSV files don't have a fiat value shown next to the crypto value?
Some cryptocurrency bundle allocations were processed manually in the past, and thus they do not have a fiat value attached to them. But once you upload the CSV file onto CoinTracking, their portal will assign the fiat value for any transactions that do not have a fiat value assigned.
How are Internal Transfer-Transactions classified in coin tracking reports?
All internal transfers using the "Transfer option" between accounts in the Wealth99 Platform are classified as either Deposits (receiving) or Withdrawals (sending). You can change this transaction classification in the CoinTracking portal once you have uploaded the CSV file. Please seek advice from your accountants or tax consultants before making such changes.
Having issues with the CoinTracking website? My CoinTracking account is locked? Unable to view the Tax reports from CoinTracking?
CoinTracking is a third-party vendor that we have partnered with, but we do not have control over their portal. If you have any issues or queries regarding CoinTracking, their portal, or functionalities, please contact the support team at https://cointracking.info/feedback.php.
Wealth99 will be unable to help in this matter.
Disclaimer: CoinTracking is not a Wealth99 service. If you decide to use CoinTracking, you are responsible for reviewing the third party’s service terms, website terms, and privacy policies. You agree that third parties, and not Wealth99, are responsible for the performance of CoinTracking and the content on their website. Links to third-party websites will open new browser windows. Except where noted, Wealth99 accepts no responsibility for content on third-party websites.