Connecting Binance

Important lot-tracking note: If you previously used Binance's quick Buy Crypto button, Binance may only send your current account balance. After the account syncs, open the coins in Holdings Performance and use Add Lot Breakdown to enter historical purchases so Trussdee can calculate performance accurately.

Instructions

1. Add historical lots if needed

   If past Buy Crypto purchases only sync as a current balance, find the holding in Trussdee and select Add Lot Breakdown to enter the missing purchase history.

   

2. Avoid quick Buy Crypto for future trades

   Going forward, avoid the quick Buy Crypto flow when you want detailed lot tracking. Binance may not send the full transaction detail from that purchase path.

   

3. Use Spot Trading instead

   Make future Binance purchases from the Spot Trading screen. Spot trades sync with the transaction detail Trussdee needs for lots and cost basis.

   

4. Confirm the Spot Trade screen

   The Spot Trade screen is where buy and sell activity should be placed when you want the exchange history to support automated cost-basis tracking.

   

5. Open API Management

   From the menu in the upper right of Binance, select API Management.

   

6. Name the API key

   Give the key a clear name, such as Trussdee, so you can identify and remove this specific connection later without affecting other apps.

   

7. Copy the key before closing Binance

   After two-factor authentication, copy the key information before closing the browser tab. For API Restrictions, leave Enable Read as the only checked permission.

   

8. Add the Binance connection in Trussdee

   Enter the key information, name the connection, and click Connect. Choose Binance.US for U.S.-based accounts or Binance.com for international accounts.

   

Need more help?

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