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Learn how to view detailed information about a transaction and make edits.

How to edit transactions

Some exchanges don't report every transaction. You'll need to enter manual adjustments to get the correct portfolio balance.

Learn how to correctly classify transfers and get accurate tax outcomes.

Steps to correctly account for a start of tax residency.

If a token has migrated or re-denominated to a new ticker code, then this guide will help you ensure the tax outcomes are correct.

Detailed help guide on using the Custom Transactions CSV Template.

Detailed help guide on using the Custom Ledgers CSV Template.

How to manually adjust and reconcile portfolios

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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