Realised Gains and Losses

Get real-time information on the realised gains and losses directly in your HQ Dashboard.

Tracking Realised Gains and Losses

Get a detailed breakdown of your Gains and Losses for every transaction.

Navigate to your "Transactions" page
The relevant information will be displayed under the "Realised Gain / Loss" column
Alternatively, select a specific transaction to view the asset's fair market value, cost basis, and other relevant details.

Keep your books in order by updating the transfer details and Gains and Losses for any transaction

Navigate to your "Transactions" page
Select the relevant transaction
Locate “Transfer details” in the pop-up on your screen
Manually adjust the "Fair Market Value" or "Amount out/in " to reflect any asset revaluation
These changes will affect your realised Gains and Losses for that transaction

💡 HQ Tip: Use our Files & Notes tab in the pop-up for a quick description of why manual edits were needed

Last updated 1 year ago

Get a detailed breakdown of your Gains and Losses for every transaction.

Navigate to your "Transactions" page
The relevant information will be displayed under the "Realised Gain / Loss" column
Alternatively, select a specific transaction to view the asset's fair market value, cost basis, and other relevant details.

Keep your books in order by updating the transfer details and Gains and Losses for any transaction

Navigate to your "Transactions" page
Select the relevant transaction
Locate “Transfer details” in the pop-up on your screen
Manually adjust the "Fair Market Value" or "Amount out/in " to reflect any asset revaluation
These changes will affect your realised Gains and Losses for that transaction

💡 HQ Tip: Use our Files & Notes tab in the pop-up for a quick description of why manual edits were needed

📑

💱

⚖️