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Reconciling Guide Introduction

An overview of the reconciling guide

Scott Price avatar
Written by Scott Price
Updated this week

Disclaimer: This article is intended as an informative piece. This is not accounting or tax advice. Please speak to a qualified tax professional about your specific circumstances before acting upon any of the information in this article.

Guide to Reconciling Your Recap Account

In this guide, we’ll share practical hints, tips, and techniques to help you reconcile your Recap account and ensure your dataset is as accurate as possible. Proper reconciliation is a crucial step in managing your crypto portfolio, and it could even help you reduce your tax bill!

We recommend completing the steps in the order outlined below, but only after you’ve successfully added all your exchange and wallet transactions to Recap.

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