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Open Accountant Docs

Coinbase Crypto Sync

Overview

Section titled “Overview”

Coinbase integration enables automatic crypto account and transaction syncing. Instead of downloading CSVs, Open Accountant connects to your Coinbase account through OAuth2 and pulls accounts, transactions, and spot prices automatically.

How It Works

Section titled “How It Works”
  1. Connect via OAuth2 — Open Accountant redirects you to Coinbase’s consent screen where you authorize read-only access
  2. Pull accounts — All crypto accounts and balances sync to your local database
  3. Sync transactions — Full transaction history including buys, sells, sends, receives, trades, and staking rewards
  4. Ongoing sync — Set up daily or weekly auto-sync alongside your other integrations

Usage

Section titled “Usage”
Terminal window
wilson --sync

Syncs all configured integrations including Coinbase. Also fetches account balances and creates/updates accounts automatically. See --sync docs for details.

Setup

Section titled “Setup”
Section titled “Proxy mode (recommended)”

With a Pro license key, Wilson routes requests through the Open Accountant API proxy — no Coinbase API credentials needed on your end.

.env
OPENACCOUNTANT_LICENSE_KEY=your-license-key

Direct mode

Section titled “Direct mode”

Set your Coinbase API credentials in .env:

Terminal window
COINBASE_API_KEY=your-api-key
COINBASE_API_SECRET=your-api-secret

Supported Data

Section titled “Supported Data”
  • Accounts — All crypto wallets and vaults with current balances
  • Transactions — Buys, sells, sends, receives, trades, staking rewards
  • Spot prices — USD values at the time of each transaction
  • Native amounts — Both crypto and fiat amounts preserved

Privacy

Section titled “Privacy”
  • Open Accountant uses Coinbase’s OAuth2 API on your behalf — transactions are fetched and stored locally
  • Your Coinbase credentials are handled by Coinbase’s OAuth2 flow (never stored by Open Accountant)
  • OAuth tokens are stored locally and can be revoked at any time from Coinbase security settings
  • No transaction data is sent to Open Accountant servers

Comparison

Section titled “Comparison”
FeatureCSV ImportMonarch SyncFirefly IIIPlaid SyncCoinbase Sync
PriceFreePro tierPro tierPro tierPro tier
SetupManual downloadCredentialsAPI tokenPlaid LinkOAuth2
Auto-sync (--sync)NoYesYesYesYes
Banks supportedAny with CSV exportMonarch-linkedSelf-hosted12,000+Coinbase only
ReliabilityAlways worksUnofficial APIOfficial APIOfficial APIOfficial API