BE 🇧🇪 – Full Tutorial 2025

Hi there 👋

The first step is to fill in all your transactions on Waltio. To do this, go to the “My accounts” page. There you can find all the exchange platforms, wallets, and blockchains we support.

In case your platform or portfolio is not supported, you can use a Waltio format file to simply fill them in.

💡 Click on the “Waltio” button using the “Services” filter.

You can create your Excel file in XLSX format and upload it to the platform by following the tutorial.

To know: Our tool tends to a constant evolution, and we want to provide you with as many platforms as possible. That's why you can propose and vote for new features on our public roadmap: feedback.waltio.com

If connecting your account via API is available, we highly recommend using it. It is a real time saver. Indeed, you will not have to add your future transactions on the said account, as they will be retrieved automatically.

For each platform, a tutorial is available to help you retrieve your API key or account history.

Once your various accounts are connected, you will be able to have a complete view of your API syncs and files on “My accounts”. A message assuring you that your transactions have been successfully retrieved will appear at the bottom left of your screen.

Important: It is essential to fill in all your transactions from the very first one on all your accounts to get a fair calculation.

Once all your files and APIs are filled in, click on “My Transactions” to go to the next step and see all your transactions.
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This step, which is free of charge, allows you to find out if your transactions have been properly filled out.
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If you notice a lack of transactions within your API or file, we invite you to consult the Waltio FAQ article of your platform to be sure that all transactions are recovered. Otherwise, you can remove your API from Waltio, recreate another one, and then put it back on Waltio.

We advise you not to modify anything on this page before running an initial analysis. Indeed, the analysis automatically reconciles deposits and withdrawals and makes many corrections.
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To find one or more transactions more easily, use the transaction filter at the top left of the page. You will be able to filter the transactions by :

You can also set the number of transactions displayed on the page, using the filter at the bottom left of your screen. 10, 25, 50 or 100 per page depending on your needs.

If you need to create new transactions, you can use the new transaction(s) creation page, available on the top right of this page.

This allows you to create one or more transactions at once in record time. Once you have entered your transactions, click on “Add” at the top right of your screen.

You may need to make changes to the retrieved transactions to correct the warnings indicated by Waltio.

Go to the tax report correction page.

Negative Balance need to be corrected if you have "big" amount because it's a missing cost price too. So we don't consider any buy price.

Here's the perfect tutorial to understand and resolve your negative balances:

Here's how to correct missing prices:

Every transaction without label is considered taxable by Waltio. You need to add the right label to correct it. Specially if those transactions are "Transfer between accounts"

Some withdrawal transactions may not have a deposit equivalent, so you'll need to label these withdrawals.

By labelling them, you will be able to justify the nature of these operations and qualify whether they are taxable or not thanks to these different labels:

Here's an example to understand the chart: You make a cryptocurrency donation. On the withdrawal transaction, you apply the label “Donation”: This withdrawal negatively impacts your amount of crypto in stock (in other words, the value of your portfolio decreases) and the transaction is not a taxable transfer.

Learn more about the use cases for each label

You can now download your tax report generated by Waltio!

Good to know: You can generate your tax reports for previous years by clicking here.

After that, you will be able to download your 4 generated documents:

The Waltio team