Syncing BitGo Transactions

Step 1

 From your portfolio home page, head to the "Connections" tab.

Step 2

Click on the blue "Connect" button to see the dropdown menu.

Step 3

Click on the "Virtual Wallet" option in the dropdown menu.

Step 4

On the Virtual Wallet page, start by selecting the "Wallet type". In the dropdown menu, select "BitGo".

Step 5

On the top bar, select the cryptocurrency you wish to track on your BitGo wallet. In this example, we are tracking Bitcoin.

Step 6

Name the BitGo virtual wallet.

Step 7

Enter the balance of the BitGo virtual wallet then click the blue "Add Virtual Wallet" button on the bottom.

Step 8

After adding the BitGo virtual wallet, you will be sent back to the "Connections tab". Now the following steps will be to synchronize BitGo transactions via CSV to the existing BitGo wallet that was just created. Go to the "Transactions" tab. 

Step 9

On the Transaction tab, click on the blue "Import" button, then click on the "Transactions" option.

Step 10

On the Import Transactions page, select the source to find your BitGo virtual wallet.

Step 11

On the next step, you will need to chose the "CSV" file of transactions exported from BitGo as you will now be importing those transactions onto your BitGo virtual wallet. 

Step 12

Click the blue "Import" button and your BitGo transactions are now synchronized. If you have transactions pulled from BitGo into CSV files on a monthly basis, you would repeat the import process for each month.