Help to use Waltio

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

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 ↔ 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 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

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

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

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

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 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