Entities supported
The Coinstash feed only supports SMSFs at this time.
Overview
Data Feeds are now available for your Coinstash accounts, allowing you to import transaction data into your entities.
This data feed is free of charge as part of the supported Wraps and Investment Platforms that are available.
Authority Instructions
Coinstash account holders can invite their accountant/adviser to access their Coinstash account.
For more information on inviting an accountant/adviser to Coinstash, click here
Once access has been granted:
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Log in to the Coinstash account and click the ‘Sync’ button.
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A BGL Sync pop-up will appear.
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The accountant or adviser should click the ‘Copy’ icon to copy the BGL Account ID.
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This BGL Account ID must then be entered in the Feed Management screen within the BGL software.
BGL Setup
| From the Main Toolbar, navigate to Connect. | |
| Select Feed Management. |
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From Wraps and Platforms, select Setup. |
Input Feed Setup.
- Entity: Select the entity to establish the feed.
- Feed Provider: Select Coinstash.
- Account ID: Input your Coinstash account ID (ID can be found in your Coinstash Account Settings)
- Bank Account: Select the relevant Bank Account (optional)
- Do not import data before date: Input the last date of any data that was manually entered prior to feed activation.
- Bank transactions
- Crypto movements (purchases, disposals, swap etc)
- Income transactions (staking, airdrops etc)
- Bank balance
- Crypto Balance
Can I import historical transactions?
Yes. When an account is linked to BGL, Coinstash will include all historical transactions.