This is useful for businesses that want to exclude past-year transactions and only report activity from a chosen start point. This is achieved by importing carryover balances.
You have two options when using this method:
Option 1: Ignore all transactions prior to your start date.
Option 2: Always apply a start date filter that matches your carryover balances.
Navigate to the Accounts page from the side panel.
Click on the Connect button and search for "Manual" in the search field.
Click on Manual Import.
Complete the fields listed.
Enter a name for your account.
Optionally, you may enable the "Calculate balances" checkbox if you need the net balance of the transactions in the account.
Click on Connect to finalize the account creation.
2. Download the template
Navigate to the Transactions page from the side panel.
Click on the arrow icon (next to the "Calculate" button).
Select Import.
Click on the "Choose a source" field and select the manual connection you created earlier.
Download the CSV template by clicking on the link.
Fill Out the Required Fields in the CSV
Populate the following fields from left to right:
Date Time (UTC): Set to your official bookkeeping start date.
Crypto ID: Use Cryptoworth's ID system to identify each asset (e.g., BTC =
1). To learn more, see How to find the Crypto Id.
Type: Use
RECEIVEto represent carryover balances.
Tag: Set as
deposit.
Amount One / Type and Amount Two / Type: Represent credit/debit amounts.
Fees / Fee Currency: Required, even if the fee is zero.
Cost Value / Cost Value Currency: Total cost basis for the carryover.
Sale Value / Sale Value Currency (optional)
Transaction ID, From Wallet, To Wallet, Classification ID, Label, Description, Contract Address, Token ID, Token Name: Optional fields for additional context.
For Example: You might enter 4 separate lines—each representing a carryover balance for BTC, ETH, MATIC, and USDT.
Upload the CSV
Save your completed CSV.
Navigate to the Transactions page from the side panel.
Click on the arrow icon (next to the "Calculate" button).
Select Import.
Click on the "Choose a source" field and select the manual connection you created earlier.
Click on Browse to upload the completed CSV file containing the transactions.
Select a timezone for the account from the dropdown. This will be considered the timezone for all transactions in the account.
Click on Import. The transactions will then be imported to the manual connection account you selected.
Allow a few minutes for transactions to appear on the Transactions page.
On the Transactions page, verify your carryover balances appear with the correct start date.
Note: If you have existing transactions before the start date, classify them as Ignored to prevent them from impacting your reports.