How to add transactions manually in BearTax — Generic CSV Format

There would be a lot of instances where you will want to import transactions manually without integrating with a specific exchange. This could be to record OTC trades or P2P trades that you did outside of any exchange. Let’s see how we can import these transactions into BearTax

Need for Manual Addition

Adding Transactions Manually

“Add Transactions Manually” button above “List of imported transactions”

Here on the pop-up, you can add transactions one by one by choosing the Buy or Sell, Asset traded and the date on which it is done.

If you have more transactions to be added — you can use the Generic CSV Upload to add in bulk. We provide a sample excel file with a couple of same transactions to show the format in which they have to be entered.

Please add your transactions according to that format and once everything is entered, remove the sample records on the top. Now, upload the file using the “Choose files” button to see your trades populated in the table above the instructions.

You can then verify if everything looks good. There is a provision to delete these transactions before confirming if not needed. Once everything looks right, click on “Confirm Transactions” to push them to your account.

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