HODL Totals

Your crypto data is yours to keep; I built this so that you could own your data and manage the data in a convenient way without the need to send your coin data to anyone else.

These Google Apps™ scripts will add menu commands to Google Sheets™ that will help you track cost basis and long-term or short-term treatment for your cryptocurrency trades.

It uses the first-in, first-out (FIFO) cost method, which is commonly used for tax compliance.

Setup

Installation options can be found in the #💻setup channel within the HODL Totals Discord

Setup (for Development)

📝 Steps required to run unit tests locally with npm build, npm run test:unit

Install nvm (Node Version Manager)

curl -o- https://raw.githubusercontent.com/nvm-sh/nvm/v0.38.0/install.sh | bash

Install node.js, built for the most recent Long-Term Support versions

nvm install --lts

Install the latest npm version,

npm install -g npm

From the directory with the HODL Totals source code, install the HODL Totals dependencies

npm install

📝 Additional steps to set up a new Google sheet with HODL totals scripts

Install Google clasp, grant clasp access to your google account, create a sheet and push HODL Totals scripts to that sheet

npm install -g @google/clasp

clasp login and then grant access in the browser window that opens

clasp create "<desired sheet name>" and then select Sheet as doc type to create

clasp open and then navigate in browser to the overview page, click link under Project Details>Container to access your sheet

📝 Additional steps to enable End-to-End integration tests to run on your copy of the code, using your Google account on your sheet

npm run test:e2e to run the E2E test suite -- or simply npm test to run both local and E2E test suites

Development Environment

• Windows 10 PC with WSL2 (Ubuntu 20.04.1 LTS)
• Node.js LTS version (16.x)
• Visual Studio Code on Windows 10, and its WSL2 integration for editing code stored in WSL
• GitHub CLI commands via the WSL2 Linux terminal
• Publish changes to your google sheet using clasp from the command line

Changelog

• 02-28-23 (v2.0.0) Meet Google branding/marks guidelines. Force menu items to appear when script not installed and not enabled. Deployed as Version 2.
• 02-14-23 (v1.0.2) Added getting started guide, NFT example and general hardening of the code. Deployed as Version 1.
• 02-07-23 (v1.0.2) Fixed all known major bugs and performance issues.
• 01-24-23 (v1.0.2) Added NFT Tracking sheets. Updated Coin Tracking sheets to be consistent with handling NFTs. Changed calculated Tax Status on all tracking sheets to reflect Taxable or Not Taxable per user configuration in the Category sheets.
• 01-02-23 (v1.0.1) Added HODL Totals portfolio page with support for multiple wallets/addresses/accounts. Includes features to help users reconcile each coin sheet with each wallet/address/account that holds some amount of that coin. Streamlined the menu commands based on user feedback. Now using metadata to version each generated sheet, useful for upgrades down the line. Added a debug pane to investigate the metadata stored on each sheet. And made a round of bug fixes and improvements to error messages throughout. Now exclusively tested and supported on Node.js 16.x LTS.
• 07-16-22 - Added support for Node.js 16.x LTS.
• 08-22-21 - Added a dropdown column to explicitly specify the Fair Market Value calculation strategy.
• 06-03-21 - Ported JS to TypeScript. Tests runs locally, can be debugged using Node.js as well as on Google Servers as Google Apps™ scripts. Code coverage stats published on coveralls.io. Integrated npm script commands for common tasks. Added Continuous Integration, code analysis, and dependabot.
• 04-25-21 - Links out to Policies + Discord. Fixed a wave of Apply Formatting bugs, halfway through my Blocker list for submission to the Google Marketplace.
• 01-23-21 - Addressed a laundry list of cleanup issues, in preparation for initial submission to the Google Marketplace.
• 11-29-20 - Addressed Significant performance issues for > 1000 purchase transactions (long running script may not finish executing before Google times out the job)
• 08-31-20 - Ported logic from alanhett's VBScript Macros to Google Apps™ scripts for FIFO cost basis calc.

Disclaimer

• This spreadsheet does not constitute legal or tax advice. Tax laws and regulations change frequently, and their application can vary widely based on the specific facts and circumstances involved. You are responsible for consulting with your own professional tax advisors concerning specific tax circumstances for your business. I disclaim any responsibility for the accuracy or adequacy of any positions taken by you in your tax returns.*

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