Help to use Waltio

The most frequently asked questions when using Waltio

Pierre Morizot avatar Valentin Morterol avatar Corentin Engrand avatar
69 articles in this collection
Written by Pierre Morizot, Valentin Morterol, and Corentin Engrand
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 yesterday

Loading error

Why am I stuck on the loading page?
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Written by Corentin Engrand
Updated yesterday

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
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Written by Valentin Morterol
Updated over a week ago

Fill in in a Waltio file format

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

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 over a week ago

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
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Written by Valentin Morterol
Updated over a week ago

Consolidate your transactions

How to link a deposit and a withdrawal manually
Valentin Morterol avatar
Written by Valentin Morterol
Updated over a week ago

Access the graphical report balance

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

Create clearing transactions

How and when to add compensating transactions to correct "insufficient 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
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Written by Valentin Morterol
Updated over a week ago

Delete a transaction

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

Analyze previous years

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

How to manage my valueless tokens

What are and how to manage my worthless tokens
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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
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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

Exchange platforms that have closed

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

Change your email address

How to transfer your account from one email to another
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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

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

Referral

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

API Synchronization

Understand how our APIs work
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Written by Valentin Morterol
Updated this week

Withdrawal labels

Meaning of the withdrawal labels on Waltio
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Written by Valentin Morterol
Updated this week

Deposit labels

Meaning of the deposit labels on Waltio
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Written by Valentin Morterol
Updated this week

Internal or External Operation?

Understand the difference between these two labels and their fiscal impact in Waltio
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Written by Valentin Morterol
Updated over a week ago

Unsupported platform

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

Anticipating your taxes

Tax optimization and capital gains and losses in real time
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Written by Valentin Morterol
Updated over a week ago

2023 Tax Return

New features
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Written by Valentin Morterol
Updated over a week ago

3916-BIS

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

Graphic report balance

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

Feature request

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

Incremental Analysis

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

Unlimited tax report generation

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

Trading robot

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

Hours & Timezones

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

Trading orders

Only closed orders are read by Waltio
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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
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Written by Valentin Morterol
Updated yesterday

Foreign countries

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

Terms and conditions of repayment

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