Use complete source data
Work from original exports and contemporaneous records. Do not enter guessed values as if they were verified.
Identify records present in both exports and rows found in only one file.
Practical guidance
Use two CSV files with the same column order, such as exports for overlapping periods. The comparison ignores letter case and surrounding spaces but otherwise requires exact rows. Investigate records found in only one file.
Work from original exports and contemporaneous records. Do not enter guessed values as if they were verified.
Check dates, currency, quantities, fees, and assumptions before using an output in tax software or a filing.
Save original statements and notes that allow you or an adviser to reproduce the result.
No. Different schemas, timestamps, fees, and transaction identifiers require normalization before semantic transfer matching.
No. This tool runs locally in your browser. Analytics records page usage, not the financial values you enter.