Connect Coinbase
Coinbase, budgeted like a bank account.
Most apps that mention Coinbase pull a balance and stop. This one pulls what happened: fills, fees, transfers, cost basis.
Read only, and refused if the key can trade or withdraw. How we check that is below.
What lands in the book
A balance is where other apps stop.
Three rivals name Coinbase and take the number. The number is the easy half.
- →Monarch lists a Coinbase integration on both its tiers. Copilot connects it on Apple devices. Lunch Money syncs its balance. All three stop at the number
- →Here a buy and a sell become two legs each, with the price recorded at the moment of the fill, and the fee its own row in the currency it was charged
- →That is the difference between knowing what your coins are worth and being able to file what you did with them
- →The first sync reaches back to 1 January of the previous calendar year, then keeps up hourly
The key you give us
Coinbase can list what a key is allowed to do. We ask, before we save it.
Promising read only is easy. This is what we do instead of promising.
| Before the connection existsNot after | The key is tried against Coinbase first, and nothing is stored until it answers |
| What we ask CoinbaseTheir own answer | Coinbase exposes the permissions attached to a key. One that carries the right to trade or to withdraw is rejected outright |
| If the permissions are missingThe important half | Refused. An answer without them is treated as no answer, because a venue that renamed the fields would otherwise pass every key as read only |
| Where the secret livesAfter it is accepted | Encrypted at rest, and never returned by our API again |
| If the key stops workingRotation and expiry | Sync stops after repeated auth failures, the space owner gets one message, and you replace the key in place |
One thing worth knowing
Moving coins off Coinbase is not a disposal.
Paired, it is one move; unpaired, it leaves the report.How the pairing works.
Questions
The questions people ask before connecting.
Can Orla trade or withdraw on my Coinbase account?
Does it import my history or just the balance?
Will moving coins to my own wallet look like a sale?
Didn't find your answer? [email protected]
Read next: how crypto works in the ledger, capital gains and the tax year, what getting paid in crypto really costs.
Start
Connect Coinbase, and see the year add up.
Connecting an exchange is on the paid plans; the free plan holds the book, manual accounts and imports.