Create Projects

Once you logged in, the first step is to create a project.

The information needed is:

• Project Name

• Data Starting Time (The date of your first transaction)

• Preferred Unit (Thousand / Million / Billion)

In the future, you can also choose:

• Cost-basis method: FIFO / Avg Cost / LIFO

• Fiat Currency for Reporting: EUR / SGD / RMB

After creating your project, the next step is to add data sources.