format_generic: Format a generic transaction file

In cryptoTax: Report Crypto Taxes (Canada Only)

Format a generic transaction file

Description

Format a generic .csv transaction history file. This function requires one transaction per row, so will not work with trades of two coins reported on the same row. For this you will have to split the trade on two rows and have a single currency column per row.

Usage

format_generic(
  data,
  date = "date",
  currency = "currency",
  quantity = "quantity",
  total.price = "total.price",
  spot.rate = "spot.rate",
  transaction = "transaction",
  fees = "fees",
  description = "description",
  comment = "comment",
  revenue.type = "revenue.type",
  exchange = "exchange",
  timezone = "UTC",
  force = FALSE,
  list.prices = NULL
)

Arguments

data	The dataframe
date	The date column
currency	The currency column
quantity	The quantity column
total.price	The total.price column, if available
spot.rate	The spot.rate column, if available
transaction	The transaction column
fees	The fees column, if available
description	The description column, if available
comment	The comment column, if available
revenue.type	The revenue.type column, if available (content can be one of c("airdrops", "referrals", "staking", "promos", "interests", "rebates", "rewards", "forks", "mining"))
exchange	The exchange column
timezone	The time zone of the transactions
force	Whether to force recreating list.prices even though it already exists (e.g., if you added new coins or new dates).
list.prices	A list.prices object from which to fetch coin prices.

Value

A data frame of exchange transactions, formatted for further processing.

Examples

# Detects correct names even with capitals
format_generic(data_generic1)

# In other cases, names can be specified explicitly:
format_generic(
  data_generic2,
  date = "Date.Transaction",
  currency = "Coin",
  quantity = "Amount",
  total.price = "Price",
  transaction = "Type",
  fees = "Fee",
  exchange = "Platform"
)

# If total.price is missing, it will calculate it based
# on the spot.rate, if available
format_generic(data_generic3)

# If both total.price and spot.rate are missing, it will
# scrap the spot.rate from coinmarketcap based on the coin:
format_generic(data_generic4)

cryptoTax documentation built on March 7, 2023, 7:46 p.m.