When it's time to begin a new tax year, the first step is to update your Transaction Sources and pull in the latest transaction data. ZenLedger does not automatically update your records, but the steps are simple. You will want to navigate to the Imports Tab, and then select the Imported History page to begin your refreshing and re-syncing.
For API Connections:
Navigate to the Import History tab at the top in your account
Find the Exchange in the Summary table at the top ("Transaction Based on Accounts")
Using the Green Symbol to the far right, select Re-Sync API from the menu
Coinbase, Bittrex, and Binance:
Coinbase has two kinds of API connections. For the API connection that requires an API key, follow the steps above. For the API that redirected you to log in on Coinbase, return to Import Transactions screen, select Coinbase as the Exchange, and click ‘Import with API.’ This will prompt you to login and will automatically resync in the process.
For Bittrex and Binance, import methods have changed quite a bit since last tax year.
Bittrex: Please delete all Closed Deposits, Closed Withdrawals, Closed Orders, and Full Orders files for Bittrex. You can leave the Order History for each separate year you have trade. Then, go back to the Bittrex import instructions and use the API to grather your deposit and withdrawal data.
Binance: Binance is no longer allowing US residents to create an API key, however if you have an old API key, you can still use that. If your Binance API has expired, you will need to gather Binance history for all the years you have used Binance and import to ZenLedger.
You can try contacting Binance support for access to transaction data in CSV format to import via CSV.
For Wallet Addresses:
Navigate to the Imports tab, and then View Imported History page
Find the Exchange in the Detailed table at the bottom under Transactions Based on Sources (API, CSV, Wallet and Manual Imports)
Using the Green Symbol to the far right, select ReSync Address from the menu
This year we are using Ledger Live Export. Please remove old wallet addresses for Ledger devices completely before importing Ledger Live CSV.
Import a new, updated CSV to add new records. If any records are duplicated between the old CSV and the new one, the system will ignore the copies and import only the new information.
For New Exchanges and New Wallets:
Import as you would any other wallet or exchange from the start.
For Custom CSVs:
Import a new, updated CSV to add new records. Do NOT include transactions
that have previously been recorded and imported in ZenLedger in a Custom CSV as they will be duplicated.