YouHodler CSV Upload

[J_T]

Having real challenges with the YouHodler upload and in particular, how to tread multi-hodls. Incredibly confusing and frustrating that it is fairly incompatible with Koinly. Has anyone had any success or traction with this?

@kostkond I saw that you had some success with this which is encouraging! I wondered if I could ask a couple of questions:

1. Which version of the Koinly template CSV file did you use?
2. Is there any chance you could share a screenshot of some of the transactions of your CSV file to see the format?
3. When I label the transactions own the CSV file as Realised Profit/Loss this does not appear on the Koinly interface, rather simply as a deposit. Do you have to manually go through each one when it is on Koinly as opposed to being able to simply upload
4. Did you exclude both ‘HOLD’ and ‘UNHOLD’ from your CSV file?

Any help would be greatly appreciated and hopefully Koinly find a way to make this easier for us all!

[kostkond]

Hello @J_T,

Regarding your inquiries:

1. You can use Koinly’s official custom simple CSV.xlsx template, since all trades you are gonna register are of deposit or withdrawal type (not exhange)
2. Yes, in this answer you can find dummy data screenshots and how I treated them with a Koinly template from my perspective, check the coloring and my response in question 3 below
3. In this case I guess that the error lies in your input data. You may have a typo or used a wrong labeling/amount format in your CSV file. As you may notice in my attached screenshots, the label of a realized profit or loss is always marked as “realized gain”. However, if it is a profit you have to include a positive amount in the corresponding column, or a negative amount in the corresponding column prefixed with the symbol “-” without quotes. When I did so back then (I no longer use YouHolder to be honest) I had no issue with the import of my data following that approach
4. Yes, I do not import them as they are reported from YouHolder, since they are incompatible as you mentioned above and they have to be carefully treated in a manual manner. As a thumb of rule, each HOLD and UNHOLD pair of transactions which returned a profit for you, can be inserted into Koinly as a single realized gain transaction with the amount obtained by subtracting these two numbers. On the other hand, each HOLD and SPENT pair of transactions which occured a loss for you, can be inserted into Koinly as a single realized gain transaction with the amount mentioned in SPENT prefixed with the symbol “-”. Check my attached files and you shall understand ^^

Hope I helped you a bit

[Michael_Koinly]

Hi all,

Welcome to the Discuss community @J_T and thank you a million times over @kostkond!

I’ll echo how incredibly helpful you have been in the Discuss community! Not only here…but here, there, and everywhere through time.

Your solutions are spot on, and you raise everyone’s game. Thank you for contributing to these spaces.

Have a great day!

[J_T]

Incredibly helpful @kostkond - thanks very much for that. I have actually had a large amount of success following your process and think I might have got there now which is a huge relief!

Hopefully YouHodler will start to build an API soon for next year’s tax affairs.

One alternative approach I was thinking that you could potentially also do as a bit of a workaround if there is too high volume of trades and the above would take too long is to simply calculate all deposits and withdrawals for each year, calculate the net difference between them and leave as one large realized gain/loss for the relevant tax year as opposed to calculating each individual result of each hold/unhold.

It’s a bit of a cheat but it should tally up and could always have the spreadsheet as a back up in case further info is required!