Help to use Waltio

The most frequently asked questions when using Waltio

Pierre Morizot avatar Benjamin Chevallereau avatar Valentin Morterol avatar +3
76 articles in this collection
Written by Pierre Morizot, Benjamin Chevallereau, Valentin Morterol and 3 others
Tutorials

Full Tutorial 2022

Step-by-step guide
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Blocked analysis

Why can't I run a new analysis?
Corentin Engrand avatar
Written by Corentin Engrand
Updated over a week ago

Loading error

Why am I stuck on the loading page?
Corentin Engrand avatar
Written by Corentin Engrand
Updated over a week ago

Loans and Borrowing

Taxation of Loans and Borrowing
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Verify your account

Check your email
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Create a transaction

Add a transaction manually
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Modify a price

How to change a price manually
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Fill in a Waltio file format

For an unsupported account, please find hereunder our template
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Labeling a transaction

How to label a transaction manually
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Labeling your play-and-earn operations

How to integrate play-to-earn operations on Waltio
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Labeling your crypto Forex trading robot operations

Taxation of crypto ↔ forex trading bots
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Export your transactions

How to download all your transactions read by Waltio
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Pay Waltio in crypto

How cryptocurrency payments work on Waltio
Valentin Morterol avatar
Written by Valentin Morterol
Updated this week

Download a Waltio invoice

Access your Waltio invoice
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Filter on its warnings

Find warnings using the filters
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Consolidate your transactions

How to associate a deposit and a withdrawal manually
Julien Chemla avatar
Written by Julien Chemla
Updated over a week ago

Access the graphical report balance

How to view the dashboard
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Create Compensating transactions

How and when to add compensating transactions to correct "negatives balances" warnings?
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Correcting an overall portfolio value

How to identify the problem of overvaluation
Valentin Morterol avatar
Written by Valentin Morterol
Updated this week

Delete a transaction

How to delete one or more transactions on Waltio
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Analyze previous years

Taxation for 2019 & 2020
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Generate reports from previous years

How do I retrieve my documents generated by Waltio for past years?
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

How to manage my Worthless tokens

What are and how to manage my worthless tokens
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Swap from ERD to eGLD

How to manage the migration of ERD to eGLD and any other migration
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Add the "Query Funds" permission on Kraken

Change the permissions of your Kraken API key
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Closed platforms

Closed trading platforms or deleted accounts
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Change your email address

How to transfer your account from one email to another
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Delete your Waltio account

Delete account and its data from Waltio
Pierre Morizot avatar
Written by Pierre Morizot
Updated over a week ago

Where can I find the Waltio logos?

Our logos
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago
Features

Connection history

View all of your recent logins to your Waltio account
Corentin Engrand avatar
Written by Corentin Engrand
Updated over a week ago

Add your department

Add your department on your profile
Corentin Engrand avatar
Written by Corentin Engrand
Updated over a week ago

Filters

All the filters proposed by Waltio
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Personalized support

In case of need we can bring you a personalized support
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Date of first transaction

The capital gains calculation requires all your transactions
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Referral

15 euros for the sponsor and 15 euros for the sponsored
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

API Synchronization

Understand how our APIs work
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Withdrawal labels

Meaning of the withdrawal labels on Waltio
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Deposit labels

Meaning of the deposit labels on Waltio
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

The former labels

All the changes we have made to the labels
Corentin Engrand avatar
Written by Corentin Engrand
Updated over a week ago

Supported platform

Add my transactions on Waltio
Corentin Engrand avatar
Written by Corentin Engrand
Updated over a week ago

Unsupported platform

What to do when a platform is not supported by Waltio
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Tax-loss harvesting strategy tutorial

How to implement a tax-harvesting strategy on Waltio
Emilie Jurdic avatar
Written by Emilie Jurdic
Updated this week

2023 Tax Return

New features
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

3916-BIS

Declaring your foreign accounts
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Graphic report balance

Interpreting the report balance
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Features requests

How to suggest a feature that is not yet present on Waltio
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Shares & other financial products

Not supported by Waltio
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Waltio gets the wrong token

One ticker (name) per cryptocurrency in our database
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Incremental Analysis

More efficient analysis and reporting
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Unlimited tax report generation

Perform multiple analyses of your transactions
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Trading robot

Bot and copytrading
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Hours & Timezones

Understanding the management of transaction schedules
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Trading orders

Only closed orders are read by Waltio
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Affiliation

We offer an affiliate program
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Bitfinex - Negative balance

Negative balance although all your data is correct for Bitfinex transactions
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Foreign countries

Our tool is designed to assist French taxpayers
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Terms and conditions of repayment

The calculation is absurd
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago