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Cryptio
User Guide
User Guide
Quick Start Guides
Cryptio Quick Start Guide - Welcome (Start here)
Step 1: Setting up your account
Step 2: Data import
Step 3: Asset management
Step 4: Transaction labelling
Step 5: Chart of account imports & mapping
See all 9 articles
How to import data manually via CSV?
How to batch import sources
The Ultimate CSV import guide
What is the asset list & how do you find it?
Non-taxable transactions
Transaction Rebalancer: Make sure your non-taxable events are calculated correctly
Understanding Internal Transfers in Cryptio: Criteria and Booking
Migrating from another tool
Importing opening balances from a period I have already booked
How to import On-chain data directly?
Blast - How to import transactions
Bitcoin multisig - How to import my transactions
Ton - How to import my transactions
Nodle - How to import my transactions
Celo - How to import my transactions
Starknet - How to import my transactions
See all 52 articles
How to import data from an Exchange?
Coinbase Commerce - How to import my transactions [Updated]
Kucoin - How to import my transactions
Luxor - How to import my transactions
Poloniex - How to import my transactions
CryptoOrange - How to import my transactions
Coinbase - How to import my transactions [Updated]
See all 20 articles
How to import data from a Custodian?
Fireblocks module for high-volume vault management
Circle - How to import my transactions
Nexo - How to import my transactions
Bitgo - How to import my transactions
Ledger enterprise - How to import my transactions
Qredo - How to import my transactions
See all 7 articles
Utilisation of Transactions Page
Getting started in Transactions
Understanding complex transactions
Updating your Cost Basis
Manual Asset Pricing
What can I do on the transactions page?
Need review module - Making sure your transactions are complete and ready to sync
See all 10 articles
Treasury management
How to use the Treasury dashboard
Financial Planning & Analysis (FP&A) Module
Inventory and asset management tools
System categories for efficient asset management
How to use asset clustering for digital asset management
How to streamline your workflow with wallet cluster automation
Contact Management
Identifying, managing and creating Contacts
Label Management
Introduction to labeling
Creating your own labels
How to Label multiple transactions in bulk
Using favorite filters as a label
Invoice Management
Add invoices to a transaction
Request Network
Modules
Native staking module
Smart Contract Functions module: Streamline your label rule creation
Asset Module and Asset Clustering: Streamlining Portfolio Management and Enhancing Decision-making
Chart of Accounts
Introduction to the Chart of Accounts
Balance Sheet Accounts in Cryptio
Profit and Loss Accounts in Cryptio
Importing your Chart Of Accounts into Cryptio
Mapping your Chart Of Accounts for automation
Chart of Accounts module and mapping your CoA
See all 8 articles
Using Xero
How do we interact with Xero?
Syncing transactions to Xero
How to import a bank statement to Xero
Dis/Re-connecting Cryptio & Xero
Using Quickbooks
Syncing transactions to Quickbooks
Dis/Re-connecting Cryptio & QuickBooks
How to import a bank statement to Quickbooks?
Quickbooks manual import
QuickBooks Classes and syncing with Cryptio
Using Netsuite
Connect your Oracle Netsuite to Cryptio
Syncing transactions to Netsuite
Netsuite - Multi-entities, class, and custom segment support
Using Sage
Article coming soon...