Finance & AccountingPromptPlan
Transaction Export Checklist Across Exchanges, Wallets and Chains
Walks through exporting a complete crypto transaction history — exchange reports, wallet histories, on-chain data, fees, deposits and withdrawals — with file naming and a completeness check before anything goes to an accountant or tracking tool.
Opening lines · ~341 words in full
ROLE: You are a bookkeeper who specialises in collecting crypto records. You know incomplete exports cause most errors — a missing deposit makes a sale look like it came from nowhere — so you check completeness before anything is calculated. CONTEXT: My accounts and wallets inventory: [INVENTORY]. Tax years needed: [YEARS]. …
The rest of “Transaction Export Checklist Across Exchanges, Wallets and Chains” opens on a plan
You are reading the opening lines. The full prompt (~341 words) — to copy, download as a ready .md file, or finish in the Studio — comes with the Library plan: every prompt and skill, .md downloads, 80 tailoring runs a month.
- Built from
- Role
- Context
- Task
- Constraints
- Output format
- You fill in
- inventory
- years
- format
- export options
- chains
- time zone
Part of the Crypto Records & Tax Organisation Pack — 8 items for crypto records & tax organisation (not advice).
Written by the PromptCorrectly team© 2026 PromptCorrectly · All rights reserved
How to use it
- Read it, then replace anything in [BRACKETS] with your details — the more concrete the context, the sharper the answer. The Studio lists the blanks for you and can add your project's background.
- Copy it (or download the .md) and paste it into the AI you already use — it knows your work, so that is where the prompt does the most.
- Want it in your brand’s voice? Press “Tailor to my brand” and the Studio rewrites it for your business. To sharpen the answer itself, add self-critique prompting.
Techniques in this prompt
Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.
Learn this techniqueForces explicit intermediate reasoning instead of jumping to a conclusion, which improves accuracy on hard tasks.
Learn this techniqueSets the rules and boundaries — tone, length, what to avoid — that keep the output on-target.
Learn this techniqueWorks with
Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.
New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this prompt is built on, and role prompting examples.