Swan
Bitcoin Accounting

Swan + Clams

CSV

Swan is a Bitcoin savings platform offering automated recurring purchases and IRA accounts. Clams imports your Swan transaction history via CSV export. Each purchase becomes an accurate cost basis entry for capital gains calculations.

What Clams tracks

  • Recurring Bitcoin purchases with exact cost basis
  • One-time purchases and instant buys
  • Timestamps for all transactions
  • Fees and transaction costs
  • Withdrawals to external wallets
  • Auto categorizing of transfers to your other connected wallets

How it works

01

Export from Swan

Log into Swan and download your transaction history as a CSV file from your account settings.

02

Create a custom mapping

Build a mapping.json file that tells Clams how to interpret your CSV columns. See the custom connections guide for a full walkthrough.

03

Register connection

Register your mapping as a connection with the Clams CLI.

$ clams connections create --label my-swan --kind Custom --configuration-file mapping.json
04

Import CSV

Import your CSV file. Update the file path to point to your download.

$ clams connections import --label my-swan --input-format csv --file swan.csv
05

Generate journal entries

Process your imported transactions into accounting journals with the command below.

$ clams journals process

Frequently asked questions

What data does Clams import from Swan?

Clams imports your recurring and one-time Bitcoin purchases from Swan including amounts, purchase prices, timestamps, and fees. This gives you accurate cost basis for capital gains calculations.

Does Clams access my Swan account?

No. CSV import is completely offline. You export your transaction history from Swan and import the file into Clams. No connection to your Swan account is required.

How does Clams handle recurring purchases?

Each recurring purchase from Swan is imported as an individual transaction with its own cost basis. This gives you accurate FIFO, LIFO, or specific identification for tax reporting.

Can I track withdrawals from Swan to my wallet?

Yes. Import both your Swan CSV and connect your receiving wallet via xPub. Clams automatically matches withdrawals to deposits, carrying cost basis through transfers.

Does Swan's auto-withdraw feature affect tracking?

No. Swan's CSV includes all purchases regardless of where funds were sent. Connect your withdrawal destination wallet and Clams links the transactions automatically.

Start tracking your Swan purchases

Install Clams and import your transaction history in minutes.