Recap

How to delete an account?

Details on how to change your valuation currency

How can I change my valuation currency?

How to change your tax approach and guidance on doing this

Can I change my tax settings in Recap?

Why do you need my API keys?

How to import Recap capital gains/losses into TurboTax for filling your taxes

Importing data into TurboTax

How to update your API credentials for an Exchange API account

Updating API Credentials for an Exchange API Account

Adding Manual Transactions

A guide to adding your Metamask data and interpreting Etherscan data

How to import Metamask data

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Daniel Howitt

Step-by-step instructions for common tasks in Recap.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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