Waltio

Detect and fix transaction errors: duplicates, miscategorizations, missing values.

Analysis & Warnings Correction

In this article, we explain how warnings impact your tax report.

Transactions - Tax impact of warnings

Why is the price required and what to do when this error occurs

Prices to confirm

Negative balance although all your data is correct for Bitfinex transactions

Bitfinex - Negative balance

Withdrawal to categorize

Understanding and correcting negative balances

Negative balance

How to identify the problem of overvaluation

Correcting portfolio value

Filter warnings

Auto-correction

Identify and resolve warnings, negative balances, and missing prices to ensure accurate calculations.

Warnings & Discrepancies

What are these tokens and where do they come from?

Unknown token deposits

One ticker (name) per cryptocurrency in our database

Wrong token identified by the software

Taxation of crypto ↔ Forex trading bots

Stocks & other financial products

This article explains how to properly value and label your LP Token transactions on Waltio.

LP token prices

What are my worthless tokens and how do I manage them?

How to manage my worthless tokens

Managing portfolio overvaluation following the LUNA/LUNC fork

Token name change

How to manage the migration of ERDs to eGLD and any other migration

Learn how to fix errors related to your tokens and assets

Token valuation & Custom assets

This article explains which label to select to categorize your deposit transactions as a French tax resident.

Transactions - France - Deposit labels

This article explains which label to select to categorize your withdrawal transactions as a French tax resident.

Transactions - France - Withdrawal labels

This article explains which label to select to categorize your deposit transactions as a Spanish tax resident.

Transactions - Spain - Deposit labels

This article explains which label to choose to categorize your withdrawal transactions as a Spanish tax resident.

Transactions - Spain - Withdrawal labels

This article explains which label to choose to categorize your deposit transactions as an Italian tax resident.

Transactions - Italy - Deposit labels

This article explains which label to choose to categorize your withdrawal transactions as an Italian tax resident.

Transactions - Italy - Withdrawal labels

In this article, we explain how to pick your labels for deposit transactions in the United Kingdom.

Transactions - United Kingdom - Deposit labels

In this article, we explain how to pick your labels for withdrawal transactions in the United Kingdom.

Transactions - United Kingdom - Withdrawal labels

This article explains which label to choose to categorize your deposit transactions as a German tax resident.

Transactions - Germany - Deposit labels

This article explains which label to choose to categorize your withdrawal transactions as a German tax resident.

Transactions - Germany - Withdrawal labels

This article explains which label to choose to categorize your deposit transactions as a Belgian tax resident.

Transactions - Belgium - Deposit labels

This article explains which label to select to categorize your withdrawal transactions as a Belgian tax resident.

Transactions - Belgium - Withdrawal labels

Learn which labels to use according to your tax residence

Country specific labelling rules

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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