Automated Coinbase Transaction Reconciliation
Every Monday, WebRun opens Coinbase, reads the past week's transaction history, reconciles each buy, sell, deposit, and transfer into an Airtable ledger, and posts a short Notion note flagging any transaction that does not match a known category, so your records stay tax-ready without manual entry.
How do I reconcile my Coinbase transactions into a clean ledger automatically?
WebRun reads your Coinbase transaction history every Monday and reconciles each buy, sell, deposit, and transfer into an Airtable ledger, matching transfers between your own wallets automatically. Anything it cannot confidently categorize gets written up in a short Notion note for you to review, so your records stay clean and tax-ready without manual data entry.
- Your Coinbase ledger stays current every week without manual CSV exports
- Transfers between your own wallets net out automatically instead of looking like income
- Only genuinely unmatched transactions reach you, so review time stays short
Built for crypto investors · bookkeepers · crypto-native businesses · accountants
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.coinbase.comin a real browser with your saved login - no setup, no API keys. -
1
Coinbase - read transaction history
coinbase.com
WebRun opens Coinbase to read transaction history. - Open Coinbase and pull the transaction history since the last run
- Capture the type, asset, amount, and USD value for each entry
- Separate trades, transfers, and any staking or reward payouts
Done when Every transaction since the last run has been read and categorized.
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2
Airtable - log the reconciled ledger
airtable.com
WebRun opens Airtable to log the reconciled ledger. - Append each transaction as a new ledger row with its category
- Match transfers between your own wallets so they net to zero
- Leave any transaction that cannot be matched marked as unreconciled
Done when The ledger has a row for every transaction, matched or flagged.
-
3
Notion - flag unmatched items
notion.so
WebRun opens Notion to flag unmatched items. - Write a short weekly note listing any unreconciled transactions
- Include the date, amount, and why it did not match
- Skip the note entirely on a week where everything reconciled cleanly
Done when Any unmatched transaction is written up in Notion for you to review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Can WebRun buy, sell, or send crypto from my Coinbase account?
No. WebRun only reads your transaction history and reconciles it. It never places a trade, never initiates a transfer, and never moves funds or assets.
How does it decide a transaction is unmatched?
It tries to pair transfers between your own known wallets and categorize trades and rewards automatically. Anything it cannot confidently categorize is flagged, not guessed at.
Is this a substitute for tax software?
No. It keeps a clean, categorized ledger you or your accountant can use, but it does not calculate cost basis or file anything on your behalf.
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