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.

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