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How to recalculate running balance(for a connection)

Recalculate running balances for accounts or wallet connections in Cryptoworth with this quick step-by-step guide.

K
Written by Karan Rochani
Updated today

Follow these steps to recalculate the running balance for a specific account or connection:

  1. From the side panel, navigate to the Transactions page.
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  2. From the Accounts filter, select your preferred account or connection (wallet). If all accounts are selected by default, click Unselect All first, then select your preferred account or connection and click Apply.
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  3. Click on the cog icon next to the Calculate button to configure the calculation.

    1. Objective: Set to Trailed Start.

    2. Cost Basis Flow: Select Per Connection.
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  4. Click Calculate to run the calculation. Click on the Reports Dashboard link to view the calculation’s progress.
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Note: See, running a calculation to learn more on configuring advanced calculation options.

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