Cryptoworth

Understanding Cost Basis Calculation Objectives: Trailed:  Start, Trailed: Continue, and Untrailed

How to run a calculation

How to export a financial report

How to Filter Transactions by Wallet Type

How to Filter Exchange Transactions

How to Filter by Transaction Type and Date

Follow these steps to create and apply a new transaction classification.

Creating Classifications in the Chart of Accounts

How to Roll Back Imported Transactions

There are times when you may need to override the automatically calculated Cost or Proceeds values on a transaction.

Manually Adding Cost and Proceed Prices

How to Resolve Transaction Deviations

You can set up automation rules in Cryptoworth to perform a specific action when certain conditions are met.

Automations: Creating and Assigning Classification Rules

How to Create an Invoice

Creating and managing bills in Cryptoworth allows you to track accounts payable and link off-chain invoices directly to on-chain payment proofs.

Creating Bills in Cryptoworth

Select which market aggregators (CryptoCompare, CoinGecko, or both) provide real-time pricing data for FMV calculations.

How to Set Your Fair Market Value Settings

Reconcile NFTs by reviewing and assigning cost basis or proceeds.

How To Reconcile NFTs

Connect your Stake Tax account, export LUNA1 transactions as a CSV, and import them into Cryptoworth to sync your Luna history.

How To Use Stake Tax For Luna

This tutorial explains how to begin your bookkeeping in Cryptoworth from a specific date.

Setting Up Bookkeeping From a Specific Date

Using Data Merge - Merging/Updating Additional Data

The Data Merge feature on the Transactions page allows you to override  Cost Basis, Sale Price, or apply markups to existing transactions.

How to Use Data Merge

This feature is useful when an asset is initially recognized as "unsupported" but later becomes activated.

How to Change Crypto Type

Use the Transaction Merge feature to combine duplicate or related transactions under a single entry.

How To Use Transaction Merge

Chart of Accounts - CSV Import

Updating Fair Market Values by Changing the Unit Price

How to Resolve Unregistered Transactions

This classification rule automates the classification of NFT Royalty income transactions in your ledger.

Automating NFT Royalty Tracking

Locking transactions in the ledger once they are reconciled can prevent accidental tampering of past transaction data.

Locking the Transaction Period

Audit Logs provide a detailed breakdown of transactions in the ledger.

How To Enable Audit Logs

Pairing transactions on Crypto One results in the transferring of the cost basis from one transaction to another.

How To Pair Transactions

This article explains how to sync unrealized gain/loss data into QuickBooks.

How To Sync Unrealized Gain/Loss Into QuickBooks

Use Virtual Sync to generate journal entries within Cryptoworth—without pushing them into your connected ERP.

How To Sync Virtual Journals

How To Auto-Transfer Cost Basis

Use the Split Transaction feature to break down a single large transaction into smaller parts for accurate classification

How To Split A Transaction

This article explains how to create and automatically categorize Swap transactions by tracking specific contract addresses.

How To Automatically Classify Swaps

Labels can be used to identify transactions, can be preset as a column in the ledger, and be used as a datapoint in the filters.

Creating and using Labels

Adding Manual Transactions To Specific Connections

Efficiently categorize multiple transactions simultaneously by selecting or filtering them and assigning a category in one action.

How To Bulk Classify Transactions

Clearing Fair Market Values

An Unrealized Gain/Loss report shows the difference between the current market value and cost basis of crypto assets.

Unrealized Gain/Loss Report

This may be a desirable option for those who want to hide spam transactions.

How To Hide Transactions

This Report displays the Cost Basis, Current Value, and Unrealized Gain/Loss based on market values for a selected date.

How Can I Check Unrealized Gain/Loss Report?

Roll ups reduce the number of ledger entries for transactions. Transaction values are added to combine multiple ledger entries into one.

How to do an Advanced Transaction Rollup

Non-Liquid Staking Reconciliation

Liquid Staking Reconciliation

How To Run A Connection Level Sanity Check

Use the "Find Duplicate Transactions" tool to review and clean registered asset duplicates.

Find and Resolve Duplicate Transactions

Use the Reconciliation tab to find unregistered tokens. Export and submit relevant ones to Cryptoworth for registration if needed.

How to Resolve Unregistered Tokens

How to use the Reconciliation Tab

Crypto ID serves as the unique identifier that Cryptoworth utilizes to identify crypto assets and their attributed exchange.

How To Find The Crypto ID

How To Enable the Running Balance Feature

Each Entity in your Cryptoworth account can have its own "End of Day" timezone and time.

Setting an End of Day Time

Import token contract addresses via CSV and group them in the Address Book to manage and classify them efficiently in Cryptoworth.

How to Bulk Import Address Book Groups

Attach PDF or CSV files to transactions and filter for those with files to keep records audit-ready and easy to manage.

Attaching files to transactions

Track and complete each stage of your finance process with workflows. Set the period, review each step, and mark them as complete.

Workflows

Automate LP token accounting in Cryptoworth. Classify liquidity pool activity, reduce manual work, improve accuracy, and gain clear P&L insights for DeFi.

Use Case for Automating Liquidity Pool (LP) Token Accounting

How to Bind an Invoice or Bill to a Transaction

Ledger Health Guide

How To Navigate The DeFi Dashboard

How To Generate A Tax Lots Report

Managing thousands of transaction lines manually is impossible for high-volume Web3 enterprises. Cryptoworth’s Transactions page solves this with powerful bulk operation tools designed to speed up reconciliation and data cleanup.

Transactions Page Advanced Option Menus "More" and "Bulk Action"

Automatically compares your internal ledger against the immutable truth of the blockchain to identify discrepancies before they become accounting errors.

Sanity Check Guide

Exporting your list of connected wallets and exchanges is useful for backups, audits, or migrating data between workspaces. This process allows you to download a CSV file containing all your…

How To Export Connections

Exporting your entire ledger or a specific subset of transactions is essential for external analysis, audits, or sharing data with your team. Cryptoworth allows you to generate detailed CSV reports…

How To Export Transactions

Learn a practical, repeatable process for reconciling crypto asset balances. Discover essential checks between blockchain reported vs. computed balances, and how to verify data accuracy from your sub-ledger to QuickBooks…

How to Reconcile Crypto Balances from Blockchain to General Ledger

Cryptoworth offers a Native General Ledger feature for users who do not connect to external accounting software like QuickBooks or Xero.

How To Map Cryptoworth's Native General Ledger

The Cryptoworth Home Page is your central command center, offering a snapshot of your company's financial health. It provides immediate access to portfolio balances, transaction summaries, and quick navigation to…

How To Navigate The Home Page

If you need to reverse journal entries that have already been synced to your General Ledger (e.g., QuickBooks or Xero), you can perform a rollback directly from the Reports page.

How To Unsync/Rollback Journals From The Reports Page

How To Expand The Connections View In The Accounts Page

Syncing end of day balance changes guide for cryptocurrency wallets to better handle large transaction volumes.

How To Sync Daily Balance Changes

This article explains how internal transfer tagging works, what information Cryptoworth uses to detect matches, and what to check when a transaction is not tagged as expected.

What are Internal Transfers? How transactions are identified as Internal Transfer in Cryptoworth?

Customer Success Team

Richard Pasquin

Cryptoworth Support

Accounting

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