A good initial step in reviewing your transactions after having imported all of your sources is to verify the accuracy of Ledgible's tax calculations on automatic sources. This includes any exchange connected via API connection and any chains added automatically.
- To use the Reconciliations tab, had to your crypto source.
- Once viewing your crypto source, click the Reconciliations sub-tab.
- From there, you can use the Portfolio Source Value to check Ledgible's calculated values against the values listed by the automatic source. If there is a significant discrepancy, please try reconnecting the source or contact support.
- Underneath, there is a breakdown of potential discrepancy by asset, listing for each Ledgible and the source's quantity and value, as well as a total difference if any. This will allow for more in-depth investigation in case of any difference in the Portfolio Source Value.