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How to Add a New Wallet

The "Sources" page is where you can connect your wallets, name them, and see asset balances on connected sources.

 

How to Add a New Wallet

1. Navigate to the “Sources” tab in the top panel. 

2. Select “+Add sources”




3. Select your wallet from this list of integrations: 

4. Enter the wallet address and enter a name for your wallet

5. Select "Connect"

6. Select that you’re done and the transactions will begin to populate within the “Transactions” page.

Please Note: The TaxBit Accounting suite offers the ability to upload CSV files for sources that are unable to be integrated via API.