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 2022

Step-by-step guide

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 this week

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

Access the graphical report balance

How to view the dashboard

Written by Valentin Morterol
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 this week

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 Pierre Morizot
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

List of all the warnings on Waltio

Written by Valentin Morterol
Updated over a week ago

Withdrawal to be categorized

Understand and correct its withdrawals to be labeled

Written by Valentin Morterol
Updated over a week ago

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 this week

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 Valentin Morterol
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 Valentin Morterol
Updated over a week ago

Deposit labels

Meaning of the deposit labels on Waltio

Written by Valentin Morterol
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 this week

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 Pierre Morizot
Updated over a week ago

Sending informative emails

The emails we send you

Written by Corentin Engrand
Updated over a week ago