Reconciling Warnings

Helpful guides to reconcile issues under the reconciliation tab

5 articles in this collection
Written by Shane Brunette, Tim Brunette, and Patrick McGimpsey

Solving Warnings

Handling Zero Cost Buy Transactions

How to handle transactions that show a cost of N/A and a capital gain on the entire proceeds

Written by Shane Brunette
Updated over a week ago

Solving Negative Balances

Negative Balances are a common issue that can be resolved easily

Written by Patrick McGimpsey
Updated over a week ago

Solving 'Unknown Counter Party" Warnings

What the 'Unknown Counter Party Warning' means and how to solve it

Written by Patrick McGimpsey
Updated over a week ago

How to fix 'Missing Market Price' warning?

Written by Tim Brunette
Updated over a week ago

Reconcile Transactions

How to use the Reconciliation Page to reconcile transactions

Written by Patrick McGimpsey
Updated over a week ago