All Collections
Managing Your Data
Fixing Errors IntroductionA guide on checking the integrity of your data and fixing any errors
Unidentified AssetsHow to find and resolve unidentified assets
Balance DifferencesHow to find and resolve any balance differences
Failed To ValueA guide resolving failed to value warnings
Transaction ErrorsHow to resolve transaction errors
Missing AcquisitionsHow to resolve the missing acquisition status
Reconciling Guide IntroductionAn overview of the reconciling guide
Checking that assets are mapped correctlyHow to check that assets are correctly mapped
Matching Deposits and WithdrawalsHow to match deposits and withdrawals
Reviewing the Capital Gains ReportHow to review the Capital Gains Report
Reviewing the Income ReportHow to review the Income Report
Resolving Missing Acquisition CostsHow to resolve missing acquisition costs