A few days ago, I was going through old records to organize this year's on-chain and exchange transaction history, and I almost lost it on the spot: a bunch of addresses, cross-chain transfers back and forth, and a few friend transfers and airdrops mixed in, with screenshots scattered in my phone gallery. Even more outrageous is that recently hardware wallets have been out of stock; I temporarily switched devices to export records and only then realized that some platform reports can only be kept for a limited time... I also avoided a phishing link along the way. It's really a high-risk period—clicking the wrong link could mean more than just losing the tax form; I might have to start over with my wallet.

My current method is pretty crude: once a month, on a fixed day, I export all exchange transaction records, deposits and withdrawals, and on-chain transfers (saving both CSV and PDF). I also label my frequently used addresses: this one is for personal use, this one is for receiving payments, this one is for testing. Don’t complain about the hassle—at the end of the year, when calculating costs and distinguishing between “transferring to myself” or “selling,” these details are lifesavers. Anyway, I prefer to keep an extra copy of the raw records rather than spend hours copying data from the blockchain explorer late into the night. The same applies to security: don’t randomly click links when exporting reports; if you can manually type the URL, do so—less chance of falling for phishing.