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Questing recordkeeping: a template for actions, approvals, and exit paths

· 5 min read

A practical recordkeeping template for points farming: what to write down after each quest so you can unwind fast and review approvals safely.

pointsopssecuritychecklist
Table of contents

Neon notebook and checklist with transaction hash on a dark grid background

Points farming gets messy fast. After a few quests across a few chains, people forget:

  • what they did
  • what they approved
  • how to exit
  • where the official sources are

That’s how small risks become big losses. Recordkeeping fixes this without requiring you to be perfect.

This post gives you a simple template you can copy. Use it every time you:

  • bridge
  • deposit
  • stake
  • LP
  • sign approvals

Start from sourced programs: points directory.

Quick take

  • Recordkeeping is your exit plan’s memory.
  • Write down approvals, contract addresses, and the unwind steps.
  • Save official sources and domains so you stop searching later.
  • If you can’t explain the exit, reduce exposure until you can.

Nothing here is financial advice. This is operational hygiene.

The template (copy/paste)

You can keep this in a notes app, a spreadsheet, or a plain text file. The format matters less than consistency.

Minimal record (takes 2 minutes)

  • Date (UTC): YYYY-MM-DD
  • Protocol/app: Name
  • Chain: Name
  • Official URL (bookmarked): https://...
  • Action: bridge / swap / deposit / stake / LP / borrow
  • Amount: ...
  • Token(s): ...
  • Tx hash: 0x...
  • What approvals did I give? token -> spender -> amount
  • Exit steps: 1-2 sentences
  • “As of” note: as of 2025-12-30, withdrawals are ...

Spreadsheet-friendly header

If you want a spreadsheet, start with this header row:

date_utc,protocol,chain,official_url,action,token_in,token_out,amount,tx_hash,spender,approval_amount,exit_steps,notes

A worked example (hypothetical)

If you’ve never done this before, here’s what “good enough” looks like.

  • Date (UTC): 2025-12-30
  • Protocol/app: Example Bridge
  • Chain: Base → Arbitrum
  • Official URL (bookmarked): https://example.org
  • Action: bridge
  • Amount: 250
  • Token(s): USDC
  • Tx hash: 0xabc...
  • Approvals: USDC -> BridgeRouter -> 250
  • Exit steps: Withdraw by reversing the bridge route; expect delays if the destination chain is congested.
  • Notes: As of 2025-12-30, route used tool quote + test transfer first.

You’re not trying to create perfect accounting. You’re creating a map your future self can follow when something breaks.

What to record for approvals (the part people regret later)

Approvals are the most common “silent risk.” You want enough detail to answer:

  • What did I approve?
  • Who can spend it?
  • Was it unlimited?
  • Do I still need it?

Record approvals like this:

  • USDC -> SpenderContract -> unlimited
  • WETH -> RouterContract -> 0.5

If approvals are confusing, read: token approvals and Permit2.

A weekly review checklist (10 minutes)

Once per week, run a quick review. This is how you catch “silent risk.”

  • List open positions and confirm you still want them.
  • Re-check exit constraints for anything with cooldowns or queues.
  • Review recent approvals; revoke what you don’t use.
  • Confirm your bookmarked official domains still match the sources you trust.

If you need an exit plan template, use: points farming exit plan.

What to record for bridges

Bridging creates debugging pain when things are delayed. Record:

  • route (bridge name and path)
  • source chain and destination chain
  • destination address used
  • tx hash on source chain
  • any “message status” link if provided

And before you bridge, compare routes: bridge fee comparison.

What to record for LP positions

LPing adds market risk. Record:

  • pool pair
  • range parameters (if concentrated liquidity)
  • entry price range and current price
  • reason for LPing (fees, points, both)

Then sanity-check downside: impermanent loss calculator.

What to record for lending and borrowing

If you lend or borrow for points, record the parameters that can force an exit:

  • collateral and debt assets
  • liquidation threshold or health factor (as shown in the UI)
  • borrow rate at entry (rates can change)

This keeps you from rediscovering the same risk under stress.

Where to store notes (and what not to store)

Store notes somewhere you can access quickly during stress, but don’t turn notes into a security liability.

Do not store:

  • seed phrases
  • private keys
  • recovery codes

Keep your notes focused on:

  • official links
  • transaction hashes
  • approvals and spenders
  • exit steps

Tie recordkeeping to an exit plan

Recordkeeping is not journaling. It’s your exit map.

If you don’t know the exit steps, stop and write them down before you add more.

Use this guide: points farming exit plan.

How DeFi Farmer fits into this workflow

Recordkeeping works better when your “source hub” is stable.

A simple pattern:

  1. Start from a protocol page or directory filter on DeFi Farmer.
  2. Save the internal link in your notes (so you can return to sources quickly).
  3. Click out to official sources from there.

Use these hubs:

FAQ

Why bother if the protocol UI already tracks my positions?

UIs change, links break, and your memory fails. Your notes exist so you can unwind even when the UI is confusing or the market is moving.

How detailed should my notes be?

Detailed enough that you can exit without searching. If your notes force you to Google “how to withdraw,” they’re not enough.

Should I record every small quest transaction?

Record the actions that create ongoing risk: approvals, deposits, staking, LP positions, borrowing, and bridging. One-off swaps can be lighter.

Where should I store these notes?

Anywhere you’ll actually use. Consistency matters more than tooling.

Next step

Sources and further reading

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