Step 1 — Access the Reconcile Transactions Tab
→ From your Netrunner Dashboard, click Reconcile Transactions.
→ This opens the transaction-level view where reconciliation happens.
Step 2 — Review Imported Transactions
→ Each transaction displays its:
→ Type (trade, swap, income, expense, transfer)
→ Date and timestamp
→ Asset and amount
→ Market value at the time of the transaction
→ Cost basis and calculated gain/loss
→ Status (reconciled or pending)
→ Transactions flagged as incomplete, unlabeled, or mismatched need reconciliation.
Step 3 — Use Filters to Focus Your Review
→ Apply filters to narrow down your reconciliation:
→ Wallets → Show only specific wallets you’ve added.
→ Labels → Filter by transaction type (e.g., Income, Expense, Transfer).
→ Solana Programs → Focus on DEXs, staking, NFT mints, etc.
→ Fiscal Year → Limit to a tax year you’re preparing reports for.
Step 4 — Reconcile Transactions Manually
→ Click on a transaction to open its details.
→ Add or adjust missing information such as:
→ Correct label (Trade, Income, Expense, Transfer).
→ Counterparty wallet or exchange (if applicable).
→ Custom notes for reference.
→ Save the changes — the transaction will update to “Reconciled.”
Step 5 — Bulk Confirm Transactions
→ If multiple transactions are already accurate, you can bulk select and mark them as reconciled.
→ This speeds up reconciliation for wallets with hundreds or thousands of entries.
Step 6 — Monitor Reconciliation Progress
→ At the top of the page, check the Reconciliation Progress Bar.
→ Aim to reach 100% reconciled before generating tax reports.
✅ By following these steps, you’ll ensure every transaction is accurately tracked, reconciled, and reflected in your tax reports.
Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Please verify with official sources and consult a professional before acting on any information. Netrunner is not liable for outcomes resulting from its use.