Questions About Balance Discrepancies

Balance discrepancies may occur when your holdings are higher or lower than the sum of your transactions. Possible causes include missing exchanges or wallets, manually entered transactions, or costs like transfer fees.

You can take actions such as adding a new exchange, importing missing transactions, or manually entering interest/staking transactions.

In this case, you could add a wallet address, create transaction fee records, or derive the holdings from your transaction history.

If your holdings can’t be synchronized because the exchange or blockchain isn’t supported, you can choose to calculate holdings based on your transaction history.

If balance discrepancies are found, you’ll see a notification on your Dashboard: “Attention! Your total balance differs from your total investment. Click above to manage your balance discrepancies.” Click the “Manage Balance Discrepancies” button to address the issue.

To add a transaction, click the “Add Transaction” option. A form will appear with the cryptocurrency and discrepancy already filled in. You complete the other details and save the transaction.

These are earnings from staking or interest that cannot be automatically synced. You can manually add them by clicking “Add Interest/Staking Transaction.”

You can add fees by choosing the “Add Cost Transaction” action. This works the same way as manually entering a sale transaction, except the price is set to 0.

If an exchange or blockchain can’t be synced, you can choose to derive your holdings from your transaction history. This option can later be reversed in the Portfolio screen.

When you add an exchange, a wizard will help you connect it. If you’ve reached the maximum number of exchanges allowed in your plan, you’ll get a notification suggesting an upgrade.