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Help to use Waltio
Help to use Waltio
The most frequently asked questions when using Waltio
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76 articles in this collection
Written by
Benjamin Chevallereau,
Valentin Morterol,
Corentin Engrand
and 3 others
Get started on Waltio!
The main information to know when you start using Waltio
Written by
Valentin Morterol
Updated over a week ago
Full Tutorial 2023
Step-by-step guide
Written by
Valentin Morterol
Updated over a week ago
Access the graphical report balance
How to view the dashboard
Written by
Valentin Morterol
Updated over a week ago
Tutorials
Blocked analysis
Why can't I run a new analysis?
Written by
Corentin Engrand
Updated over a week ago
Loading error
Why am I stuck on the loading page?
Written by
Corentin Engrand
Updated over a week ago
Loans and Borrowing
Taxation of Loans and Borrowing
Written by
Valentin Morterol
Updated over a week ago
Verify your account
Check your email
Written by
Valentin Morterol
Updated over a week ago
Create a transaction
Add a transaction manually
Written by
Valentin Morterol
Updated over a week ago
Modify a price
How to change a price manually
Written by
Valentin Morterol
Updated over a week ago
Fill in a Waltio file format
For an unsupported account, please find hereunder our template
Written by
Valentin Morterol
Updated over a week ago
Labeling a transaction
How to label a transaction manually
Written by
Valentin Morterol
Updated over a week ago
Labeling your play-and-earn operations
How to integrate play-to-earn operations on Waltio
Written by
Valentin Morterol
Updated over a week ago
Labeling your crypto Forex trading robot operations
Taxation of crypto β forex trading bots
Written by
Valentin Morterol
Updated over a week ago
Export your transactions
How to download all your transactions read by Waltio
Written by
Valentin Morterol
Updated over a week ago
Pay Waltio in crypto
How cryptocurrency payments work on Waltio
Written by
Valentin Morterol
Updated over a week ago
Download a Waltio invoice
Access your Waltio invoice
Written by
Valentin Morterol
Updated over a week ago
Filter on its warnings
Find warnings using the filters
Written by
Valentin Morterol
Updated over a week ago
Consolidate your transactions
How to associate a deposit and a withdrawal manually
Written by
Julien Chemla
Updated over a week ago
Create Compensating transactions
How and when to add compensating transactions to correct "negatives balances" warnings?
Written by
Valentin Morterol
Updated over a week ago
Correcting an overall portfolio value
How to identify the problem of overvaluation
Written by
Valentin Morterol
Updated over a week ago
Delete a transaction
How to delete one or more transactions on Waltio
Written by
Valentin Morterol
Updated over a week ago
Analyze previous years
Taxation for 2019 & 2020
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?
Written by
Valentin Morterol
Updated over a week ago
How to manage my Worthless tokens
What are and how to manage my worthless tokens
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
Written by
Valentin Morterol
Updated over a week ago
Add the "Query Funds" permission on Kraken
Change the permissions of your Kraken API key
Written by
Valentin Morterol
Updated over a week ago
Closed platforms
Closed trading platforms or deleted accounts
Written by
Valentin Morterol
Updated over a week ago
Change your email address
How to transfer your account from one email to another
Written by
Valentin Morterol
Updated over a week ago
Delete your Waltio account
Delete account and its data from Waltio
Written by
Sylvain Ramaradjou
Updated over a week ago
Where can I find the Waltio logos?
Our logos
Written by
Valentin Morterol
Updated over a week ago
Documents
Documents provided by Waltio
4 Documents and forms
Written by
Valentin Morterol
Updated over a week ago
Schedule of Annual Capital Gains Return
Understanding your annual capital gains schedule
Written by
Valentin Morterol
Updated over a week ago
The Bookpink Ledger
Understanding and reading your Bookpink Ledger
Written by
Valentin Morterol
Updated over a week ago
Stock sheet
Understanding and reading your stock sheet
Written by
Valentin Morterol
Updated over a week ago
Warnings
Warnings
The three types of warnings on Waltio
Written by
Corentin Engrand
Updated this week
Withdrawal to be categorized
Understand and correct its withdrawals to be categorized
Written by
Valentin Morterol
Updated this week
Negative balance
Understand and correct yours negative balances
Written by
Valentin Morterol
Updated over a week ago
Price to be informed
Why the price has to be filled in and what to do when this error appears
Written by
Valentin Morterol
Updated over a week ago
Preferences
Cancel my plan
How do I unsubscribe from Waltio?
Written by
Corentin Engrand
Updated over a week ago
Add dual factor authentication on Waltio
2FA - Authy or Google Authenticator
Written by
Valentin Morterol
Updated over a week ago
Modify my plan
How do I change my plan?
Written by
Corentin Engrand
Updated over a week ago
Incremental uploading
Ability to upload a file containing all transactions from one year to the next without having to delete the previous one
Written by
Valentin Morterol
Updated over a week ago
Features
Connection history
View all of your recent logins to your Waltio account
Written by
Corentin Engrand
Updated over a week ago
Add your department
Add your department on your profile
Written by
Corentin Engrand
Updated over a week ago
Filters
All the filters proposed by Waltio
Written by
Valentin Morterol
Updated over a week ago
Personalized support
In case of need we can bring you a personalized support
Written by
Valentin Morterol
Updated over a week ago
Date of first transaction
The capital gains calculation requires all your transactions
Written by
Valentin Morterol
Updated over a week ago
Referral
15 euros for the sponsor and 15 euros for the sponsored
Written by
Corentin Engrand
Updated over a week ago
API Synchronization
Understand how our APIs work
Written by
Valentin Morterol
Updated over a week ago
Withdrawal labels
Meaning of the withdrawal labels on Waltio
Written by
Corentin Engrand
Updated over a week ago
Deposit labels
Meaning of the deposit labels on Waltio
Written by
Corentin Engrand
Updated over a week ago
The former labels
All the changes we have made to the labels
Written by
Corentin Engrand
Updated over a week ago
Supported platform
Add my transactions on Waltio
Written by
Corentin Engrand
Updated over a week ago
Unsupported platform
What to do when a platform is not supported by Waltio
Written by
Valentin Morterol
Updated over a week ago
Tax-loss harvesting strategy tutorial
How to implement a tax-harvesting strategy on Waltio
Written by
Emilie Jurdic
Updated over a week ago
2023 Tax Return
New features
Written by
Valentin Morterol
Updated over a week ago
3916-BIS
Declaring your foreign accounts
Written by
Valentin Morterol
Updated over a week ago
Graphic report balance
Interpreting the report balance
Written by
Valentin Morterol
Updated over a week ago
Features requests
How to suggest a feature that is not yet present on Waltio
Written by
Valentin Morterol
Updated over a week ago
Shares & other financial products
Not supported by Waltio
Written by
Valentin Morterol
Updated over a week ago
Waltio gets the wrong token
One ticker (name) per cryptocurrency in our database
Written by
Valentin Morterol
Updated over a week ago
Incremental Analysis
More efficient analysis and reporting
Written by
Valentin Morterol
Updated over a week ago
Unlimited tax report generation
Perform multiple analyses of your transactions
Written by
Valentin Morterol
Updated over a week ago
Trading robot
Bot and copytrading
Written by
Valentin Morterol
Updated over a week ago
Hours & Timezones
Understanding the management of transaction schedules
Written by
Valentin Morterol
Updated over a week ago
Trading orders
Only closed orders are read by Waltio
Written by
Valentin Morterol
Updated over a week ago
Affiliation
We offer an affiliate program
Written by
Valentin Morterol
Updated over a week ago
Bitfinex - Negative balance
Negative balance although all your data is correct for Bitfinex transactions
Written by
Valentin Morterol
Updated over a week ago
Foreign countries
Our tool is designed to assist French taxpayers
Written by
Valentin Morterol
Updated over a week ago
Terms and conditions of repayment
The calculation is absurd
Written by
Valentin Morterol
Updated over a week ago
DeFi
Price of liquidity providing (LP) tokens
How to value farming and liquidity tokens providing
Written by
Valentin Morterol
Updated over a week ago
Bridges & Unrecovered Transactions
Taking into account bridges
Written by
Valentin Morterol
Updated over a week ago
Unknown token deposits
What are these tokens and where do they come from
Written by
Valentin Morterol
Updated over a week ago
Security and confidentiality
Security and privacy of user data
Data security privacy
Written by
Benjamin Chevallereau
Updated over a week ago
Being anonymous
Be anonymous to Waltio and its partners
Written by
Sylvain Ramaradjou
Updated over a week ago
Sending informative emails
The emails we send you
Written by
Corentin Engrand
Updated over a week ago