Import your Coinbase transaction history.

What should you download from Coinbase?

A transaction history statement as a CSV, covering all assets and all transaction types since you opened the account. Coinbase's help centre describes generating a custom statement from the Statements section of your account settings, where you choose the asset, transaction type, date range and format. Menu names change; check Coinbase's help page on statements for the current steps.

Which columns does Worthbase use?

The export starts with a few lines (a title and your user details) before the header row. The columns are ID, Timestamp, Transaction Type, Asset, Quantity Transacted, Price Currency, Price at Transaction, Subtotal, Total (inclusive of fees and/or spread), Fees and/or Spread and Notes. How each type is handled:

• Buy and Sell: the Subtotal is the amount and Fees and/or Spread the fee, which goes into the cost base of a buy and comes off the proceeds of a sale.
• Convert: one row, for the coin you gave up. The coin you received is only in Notes (for example "Converted 0.02 BTC to 0.4 ETH"). Your AI records it as a sale of one and a purchase of the other at the same value.
• Staking Income: recorded as income, and the coins received get a cost base equal to their value at the time.
• Send and Receive to your own wallets don't change what you own, so they aren't sales. If you track that wallet in Worthbase, your AI can record a transfer between the two.
• Currency symbols in amounts. Values look like A$4000.00 or -A$950.00; the test file is an Australian account in Australian dollars. Worthbase stores amounts as exact decimals.

What should you ask your AI?

Here's my Coinbase transaction history (CSV). Add it to my Coinbase
account in Worthbase: treat each Convert as a sale and a purchase,
staking rewards as income, and skip sends to my own wallets.
Check the closing balances against my Coinbase portfolio and show
me the preview before saving.

What does the preview show?

New holdings (for example BTC and ETH), the number of buys, sells and income rows, rows already recorded (skipped as duplicates, matched on Coinbase's transaction ID), conflicts, warnings and realised gains or losses. In Worthbase's test file, the convert and a later sale both realise losses. Nothing is saved until you approve.

How do you check the import?

Compare each coin's balance with your Coinbase portfolio. If Worthbase shows more than Coinbase, a send to another wallet may not have been recorded as a transfer. If it shows less, look for rewards or transaction types missing from the export's filters. Crypto is priced daily from CoinGecko.

Questions

Coinbase is a trademark of its owner; Worthbase isn't affiliated with it.