On the Financial Connections page, click "Upload CSV". From here you can download a Lumina formatted CSV template.

Transaction Examples:

BUY: Purchase cryptocurrency via fiat or cryptocurrency.

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
3/12/19 14:49	Buy	ETH-USD	USD	114750	ETH	800			xxxxxxx			xxxxxxx	Buy 800 ETH @ $143.43	TRUE

SELL: Sold cryptocurrency for fiat.

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
3/25/19 12:08	Sell	ETH-USD	ETH	4000	USD	569480			xxxxxxx			xxxxxxx	Sold 4000 ETH short, proceeds of 569480	TRUE

TRANSFER IN: Transfer cryptocurrency in to start being tracked.

Usually, the Should Reconcile column will be set to FALSE as the transfer is between your own financial connections.

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
3/3/19 6:54	Transfer In		ETH	2000						xxxxxxx	xxxxxxx	xxxxxxx	Crypto transferred in to be tracked.	FALSE

TRANSFER OUT: Transfer cryptocurrency out and close tax lot at market price.

Usually, the Should Reconcile column will be set to FALSE as the transfer is between your own financial connections.

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
3/12/19 14:49	Transfer Out		ETH	2000						xxxxxxx	xxxxxxx		Crypto transferred out to Wallet 2	FALSE

PAID: Paid for service using cryptocurrency.

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
4/2/19 12:49	Paid		ETH	1						txhash	xxxxxxx	xxxxxxx	Expenses paid	TRUE

EARNED: Earned cryptocurrency for completing a service.

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
4/12/19 13:12	Earned		ETH	1						txhash	xxxxxxx	xxxxxxx	Earned crypto	TRUE

DEPOSIT: Deposit fiat.

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
4/12/19 7:49	Deposit		USD	204550									Deposit fiat to begin trading activity	TRUE

WITHDRAWAL: Withdrawal fiat.

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
3/18/19 9:59	Withdrawal		USD	215000									Withdrawal to return collateral	TRUE

BORROW: Borrow cryptocurrency or fiat.

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
3/25/19 13:08	Borrow		ETH	4000									Borrowed 4000 ETH from counterparty	TRUE

RETURN PRINCIPAL: Returned principal from borrowing activity

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
4/18/19 9:59	Return Principal		ETH	4000						txhash	xxxxxxx	xxxxxxx	Return principal from 3/25/19 borrow	TRUE

LEND: Lend cryptocurrency or fiat.

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
3/24/19 0:00	Lend		USD	484800									Counter party borrow 484,800 @8% interest	TRUE

RECEIVE PRINCIPAL: Received principal from lending activity.

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
4/24/19 9:09	Receive Principal		USD	484800									Received principal from 3/24/19 lend	TRUE

INTEREST EARNED: Earn interest from lending activity.

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
4/4/19 5:49	Interest Earned		USD	484									Earned interest from 3/24/19 lend	TRUE

INTEREST PAID: Paid interest from borrowing activity.

Transaction Date	Category	Product ID	Origin Asset	Origin Amount	Destination Asset	Destination Amount	Fee Asset	Fee Amount	Transaction ID	Tx Hash	Sent Address	Received Address	Notes	Should Reconcile
4/14/19 11:19	Interest Paid		ETH	1.81									Paid interest from 3/25/19 borrow	TRUE

How do I upload transactions via CSV?