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When bringing crypto transactions into Breezing, you must decide how you want them represented on your balance sheet in Xero or QuickBooks. Breezing’s flexible Rules engine allows you to map your data in three distinct ways:
  1. Token View: Track each asset globally across all wallets (e.g., Total ETH, Total USDC).
  2. Wallet View: Track total value by the custody location (e.g., Treasury Wallet, Ops Wallet) regardless of the tokens inside.
  3. Combined View: Track specific tokens inside specific wallets (e.g., Treasury Wallet - ETH).

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1. Token View (Global Asset Tracking)

If you want a balance sheet account for every single token you hold (e.g., an account for ETH, an account for USDC), you’ll use the Token View.
  1. Ensure your Chart of Accounts in Xero/QBO has a separate asset account for each major token you hold.
  2. In Breezing, go to the Assets tab.
  3. Click on a specific token (e.g., ETH).
  4. In the account mapping dropdown, select your corresponding balance sheet account (e.g., “Ethereum Asset”).
  5. Click Save.
  6. Repeat this for your other major tokens (USDC, USDT, MATIC, etc.).
  7. For minor tokens: If you have small amounts of random tokens and don’t want a dedicated account for each, select them all, click Manage > Edit, and map them to a generic “Other Cryptocurrencies” balance sheet account.

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2. Wallet View (Custody-Based Tracking)

If you prefer to see your balance sheet organized by where the funds are held (e.g., Treasury Wallet, Ops Wallet) rather than the specific tokens, use the Wallet View via Rules.
  1. Ensure your Chart of Accounts has asset accounts named after your wallets (e.g., “Ops Wallet Asset”).
  2. In Breezing, navigate to Rules and click New Rule.
  3. Name the rule (e.g., “Ops Wallet Mapping”).
  4. Set the condition: Wallet Equal Ops Wallet.
  5. Under the Actions section, set the Asset Account to your “Ops Wallet Asset” account.
  6. Also map the Fee Account to the same Ops Wallet account (or a generic fee account, depending on your preference).
  7. Save the rule.
  8. Click Duplicate on the rule you just made, change the wallet condition to “Treasury Wallet”, update the account mapping, and save.

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3. Combined View (Token + Wallet Tracking)

For the most granular tracking, you can combine the two methods. This allows you to track, for example, specifically how much ETH is in the Treasury Wallet vs. how much ETH is in the Ops Wallet.
  1. Ensure your Chart of Accounts has specific accounts like “Treasury Wallet - ETH” and “Treasury Wallet - USDT”.
  2. In Breezing, go to Rules and click New Rule.
  3. Name the rule (e.g., “Treasury ETH”).
  4. Add two conditions:
    • Wallet Equal Treasury Wallet
    • Coin Equal Ethereum (or ETH)
  5. Under Actions, set the Asset Account to “Treasury Wallet - ETH”.
  6. Save the rule.
  7. Click Duplicate to easily create the next rule for “Treasury Wallet - USDT”, simply changing the Coin condition and the destination account.
  8. Once all specific tokens are mapped, you can create a catch-all rule (e.g., Wallet = Treasury Wallet AND Coin != ETH AND Coin != USDT) to route all remaining dust/minor tokens into a “Treasury Wallet - Other Crypto” account.
Important: After creating or editing Rules, ensure you apply them so they take effect on your historical transactions!