Coinfig app

A1Getting started1 min 7 sec

Your first five minutes

From sign-up to your first figures: the shortest path through Coinfig.

Key points

  • Coinfig is read-only: it can never trade, withdraw or move your funds.
  • Start by picking where you keep your crypto: an exchange, a wallet address, or a file you exported.
  • A file usually imports in under a minute, longer for large files, and the count updates live.
  • Check your jurisdiction and reporting currency in Preferences, because they start from where you are.
  • You can mix methods in one account, for example VALR by API, a Kraken CSV and an Ethereum wallet.

Chapters

  • FeatureData sources

    Every import method, and which one to start with.

  • Exchange guideHow to connect Luno

    The exchange used in this episode, with key and CSV steps.

  • FeatureMulti-currency reporting

    What changes, and what does not, when you switch reporting currency.

  • HelpPricing

    What each plan includes once your first figures are in.

Keep learning

Read the transcript

New to Coinfig? Here is the shortest path from sign-up to your first figures.

After you sign up, Overview shows how far you are from your tax report: three steps. Coinfig is read-only. It can never trade, withdraw or move your funds.

Step one: pick where you keep your crypto. Coinfig works out how to import it. Choose your exchange, Wallet address for your own wallet, or upload a file. Here, choose Luno and upload the file you exported from it. Help with this step sits at the top of every screen.

Coinfig then imports and checks your transactions. A file usually takes under a minute, longer for large files. The count updates live as your transactions arrive. Capital gains, income and your transaction count fill in after that first import. Your jurisdiction and reporting currency start from where you are. Check them in Preferences.

Pick your exchange. Let it import. Check your settings.