Accounting, Tax and Reporting

Accounting, Tax and Reporting

How to run a calculation
Step 1  Head to your portfolio screen. (Click to zoom image) Step 2 Select the portfolio in which you wish to run a calculation in ...
Sun, 7 Aug, 2022 at 11:37 PM
How to export a report
Exporting a Report Through Cryptoworth In order to export a report, you must have already ran a calculation through the platform. Please refer to the...
Sun, 7 Aug, 2022 at 11:39 PM
How to Filter Transactions by Wallet Type
Step 1 Head to your portfolio screen. (Click to zoom image) Step 2 Select the portfolio in which you wish to filter transactions in and then ...
Thu, 10 Mar, 2022 at 9:14 PM
How to Filter Exchange Transactions
Step 1 Head to your portfolio screen. (Click to zoom image) Step 2 Select the portfolio in which you wish to filter transactions in and t...
Thu, 10 Mar, 2022 at 9:16 PM
How to Filter by Transaction Type and Date
Step 1 Head to your portfolio screen. (Click to zoom image) Step 2 Select the portfolio in which you wish to filter transactions in and then ...
Thu, 10 Mar, 2022 at 9:31 PM
Creating and Assigning Classification Rules
Step 1 Head to your portfolio screen. (Click to zoom image) Step 2 Head to the Accounting tab and select "Classifications" under...
Tue, 22 Mar, 2022 at 2:22 PM
Creating and Assigning Classifications
Step 1 Head to the Accounting tab and select "Classifications" under the drop down menu. Step 2 Click on the blue "Add Cla...
Sat, 18 Jun, 2022 at 6:26 PM
Adding a Manual Transaction
Step 1 Head to the Transactions tab. Step 2 Click on the blue "Add" button on the top right of the screen. This button is used f...
Thu, 10 Mar, 2022 at 9:55 PM
How to Set a Portfolio Timezone
Step 1 Find the portfolio in which you wish to alter the timezone in. On the Home tab, click the settings icon on the top right corner of the screen. ...
Thu, 10 Mar, 2022 at 9:56 PM
How to Roll Back Transactions
Step 1 On the top right corner of the screen, click on the settings icon. Step 2 On the dropdown menu, click on File History. S...
Thu, 10 Mar, 2022 at 9:57 PM