Skip to main content
All CollectionsManaging Your DataReconciling Guide
Checking that assets are mapped correctly
Checking that assets are mapped correctly
Scott Price avatar
Written by Scott Price
Updated yesterday

Ensuring that all of your assets are correctly mapped is crucial because it allows Recap to retrieve accurate prices for each specific asset and therefore make accurate tax calculations.

It is also a great idea to tackle this first as incorrectly identified assets can trigger other issues such as Failed to Value errors or Missing Acquisitions.

Start by checking and correcting any Unidentified Assets warnings. You can do this by reviewing each account card shown on the Accounts screen. For detailed instructions on this, refer to our Unidentified Assets guide.

Next, carefully verify the mapping of each asset in every account card to ensure the correct token is displayed. Click on each account card and navigate to the Asset Identification tab to review each asset.

.

Changing the asset mapping

For Custom Accounts:

You can modify the asset mapping by clicking the blue Edit button next to the asset. Then, select the appropriate asset by clicking the ‘Select a currency’ dropdown box, and search for the correct asset by typing its name or asset code.

Once you’ve selected the right asset, click the blue Save text on the right. Repeat this process for each asset that needs adjustment.

If the correct asset isn’t available in the dropdown, it may need to be added to the Recap database. In that case, fill out the token request form or contact support via the in-app chat, and we’ll add the asset as soon as possible.

For Connected Accounts:

If there are incorrect mappings in connected accounts, please contact us via in-app support. We’ll work to resolve these issues as quickly as possible.

Did this answer your question?