Holdbound

Import from Coinbase

Last updated: 2026-08-26

One custom statement covers everything on the main Coinbase platform. Coinbase Advanced (formerly Coinbase Pro) is a separate export; see below. I could not load Coinbase's own help page when writing this (it returned an error to my fetch), so these steps follow the help-center summary shown in search results and a 2026 third-party import guide that agrees with it. If a menu label differs, look for "Statements".

Steps (website)

  1. Click your profile icon → Settings → Accounts → Statements (app: Account and settings → Statements), or go straight to accounts.coinbase.com.
  2. Stay on the Transactions tab, not Futures.
  3. Under Generate custom statement, choose All assets, All transactions, and a Custom date range that starts as far back as your account goes.
  4. Choose CSV and generate. Monthly statements are also available one by one in CSV, PDF or HTML; for import you want one CSV covering everything.

Coinbase Advanced / Coinbase Pro

History from Coinbase Pro / Advanced is a separate export (a "fills" file) and is not necessarily included in the regular statement. The app recognises the Pro fills layout as well; import it under the same account name so transfers between Coinbase and Coinbase Pro cancel out, or under a different name if you want them tracked separately.

Import into Holdbound

  1. Drop the statement CSV (and the Pro fills file if you have one) into Import.
  2. Each should be detected as Coinbase.
  3. Time zone: Coinbase does not document the time zone of the statement CSV. Compare one recent row with the timestamp shown in the Coinbase app before trusting it. If they differ by a fixed number of hours, set the time zone on the import step accordingly.
  4. Name the account "Coinbase". Import.

After importing: common questions

"Send" and "Receive" rows. These are withdrawals and deposits. A Send to your own wallet pairs with the deposit on the other side once that wallet's history is imported; a Send to someone else stays a disposal. See Transfers and matching.

Coinbase Earn, staking income, rewards. Import as reward. Coinbase statements usually include a value at the time, which the app uses as the cost basis.

Converts. A Convert row imports as a sell of one coin and a buy of another at the values in the statement.

Fees. Coinbase shows the fee as a separate column and the subtotal without the fee. The app reads both and treats the fee as part of your cost (buys) or as reducing proceeds (sells).

"This is a Coinbase file, but not the one the app needs." You exported a Tax Center gain/loss report or the Coinbase Pro "Account" report. The app recognises those and declines them on purpose: they do not contain the raw transactions. Generate the custom Transactions statement instead.

Closed or restricted account. Statement access can shrink once an account is restricted. Export once a year as insurance.