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Discrepancy in Numbers? Here's What to Do.

Written by Andrew Duca

If you're noticing significant differences in your numbers, start by reviewing your high-priority transactions on the Transactions page, and ensure all labels are accurate.

Next, check for any transactions lacking a cost basis and fill in the details as best as you can.

After these steps, if the numbers still seem off, give us a heads-up. We're here to assist and ensure your figures align accurately.

Let's work together to get it right! 🕵️‍♂️💡

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