How to connect your Casa account to CoinTracker

To add Casa transactions to CoinTracker manually:

1. Head to your CoinTracker Dashboard > Portfolio > Transactions
2. Select Add Transaction
3. If you wish, you may round up the amount (if deposited) or down (if withdrawn) to make it more difficult to correlate this transaction with an on-chain event
4. Likewise, you may blur the hour or minute value of the transaction timestamp

To add an address from your Casa account manually:

1. Head to your CoinTracker Dashboard > Add Wallet
2. From the wallet dropdown menu, select Public Address
3. Add the BTC public address to CoinTracker.

To add your entire Casa account to CoinTracker:

1. Log in to your account at Casa
2. Select ‘Download Transaction History’ to get a full export of your transactions
3. Since this export also includes your Testnet transactions, you’ll want to remove all transactions with Coin Type: TBTC
4. We’d also recommend uploading your keysets separately - so they’re easier to track in CoinTracker - “Keyset Type: Phone”, “Keyset Type: Key Shield,” etc.
5. Once your CSV(s) are ready, upload them to CoinTracker.
6. Log in to your account at Casa
7. Select ‘Download Transaction History’ to get a full export of your transactions
8. Since this export also includes your Testnet transactions, you’ll want to remove all transactions with Coin Type: TBTC
9. We’d also recommend uploading your keysets separately - so they’re easier to track in CoinTracker - “Keyset Type: Phone”, “Keyset Type: Key Shield,” etc.
10. Once your CSV(s) are ready, upload them here.