# Summ Help Center

> Get help with Summ

## What is Summ?

- [What is Summ?](https://help.summ.com/en/articles/6088922-what-is-summ.md): What the platform does and what to expect when using it
- [Getting Started with Summ](https://help.summ.com/en/articles/5279548-getting-started-with-summ.md): This is a concise introduction to Summ to help you minimize the stress of doing your crypto taxes.
- [Scope of Summ Customer Support](https://help.summ.com/en/articles/8547644-scope-of-summ-customer-support.md): What we can/cannot assist you with at Summ
- [Summ Glossary](https://help.summ.com/en/articles/8529280-summ-glossary.md): An in-depth guide to the terminology used across Summ, covering both crypto and stocks as well as the wider investing space.
- [Does Summ file taxes for me?](https://help.summ.com/en/articles/10546756-does-summ-file-taxes-for-me.md)
- [Is Trading Crypto To Crypto Taxable?](https://help.summ.com/en/articles/9661591-is-trading-crypto-to-crypto-taxable.md)

## Account Settings & Subscription

- [How the Subscription Pricing Model Works](https://help.summ.com/en/articles/5282131-how-the-subscription-pricing-model-works.md)
- [Cancellation Policy](https://help.summ.com/en/articles/6294285-cancellation-policy.md): This guide outlines how to cancel or unsubscribe from your plan, detailing how it affects your access and data in the app.
- [Settings Page](https://help.summ.com/en/articles/6532749-settings-page.md): Where you can manage your account and payment details, tax and inventory method settings, accountant permission, and integrations.
- [Xero Login Deprecation – What You Need to Know](https://help.summ.com/en/articles/10568550-xero-login-deprecation-what-you-need-to-know.md)
- [Verify Email](https://help.summ.com/en/articles/12970244-verify-email.md)
- [How to Unsubscribe from the Mailing List](https://help.summ.com/en/articles/13124267-how-to-unsubscribe-from-the-mailing-list.md)
- [I received a "Verify Your Email" link but I didn't sign up](https://help.summ.com/en/articles/13225204-i-received-a-verify-your-email-link-but-i-didn-t-sign-up.md)
- [How to change my email?](https://help.summ.com/en/articles/8516989-how-to-change-my-email.md)
- [Setting up 2FA](https://help.summ.com/en/articles/9126168-setting-up-2fa.md): How to setup 2FA in Summ
- [How to Reset Password](https://help.summ.com/en/articles/6504138-how-to-reset-password.md)
- [FAQ: Which Side of Data Should I Share with My Accountant?](https://help.summ.com/en/articles/9701956-faq-which-side-of-data-should-i-share-with-my-accountant.md)
- [How do I invite my accountant to help with my crypto tax reports?](https://help.summ.com/en/articles/11938896-how-do-i-invite-my-accountant-to-help-with-my-crypto-tax-reports.md): Sharing your crypto transactions with an accountant.
- [How to Manage and Check Your Payments and Subscription \(Individual plan\)](https://help.summ.com/en/articles/6462004-how-to-manage-and-check-your-payments-and-subscription-individual-plan.md): A guide on managing your payment details and subscription, and downloading your receipt and invoice.
- [Where are my receipts and invoices? \(Individual plan\)](https://help.summ.com/en/articles/6994548-where-are-my-receipts-and-invoices-individual-plan.md)
- [Why has my Payment Failed?](https://help.summ.com/en/articles/6757623-why-has-my-payment-failed.md): Troubleshoot the payment issues while updating or renewing your subscription.
- [Why can't I upgrade my plan?](https://help.summ.com/en/articles/6978713-why-can-t-i-upgrade-my-plan.md): Having problem upgrading plan.
- [Payment Error 44359](https://help.summ.com/en/articles/6099270-payment-error-44359.md): What to do if you receive this error code when paying for a report
- [FAQ: Why Didn't I Receive Receipts or Invoices in My Email?](https://help.summ.com/en/articles/7225836-faq-why-didn-t-i-receive-receipts-or-invoices-in-my-email.md)

## Accountant Portal

- [Allow Your Clients To Handle Their Subscriptions \(Accountant\)](https://help.summ.com/en/articles/9563892-allow-your-clients-to-handle-their-subscriptions-accountant.md): This guide explains how to save you the headache of managing clients' subscriptions.
- [Batch Mode - For large volume accounts](https://help.summ.com/en/articles/11944822-batch-mode-for-large-volume-accounts.md)
- [What is the Accountant Portal & Who Should Use It?](https://help.summ.com/en/articles/13429907-what-is-the-accountant-portal-who-should-use-it.md)
- [Inviting team members to the platform](https://help.summ.com/en/articles/6195976-inviting-team-members-to-the-platform.md): A guide to different roles' access and how to invite and work with your colleagues.
- [Accountant Portal: The 'Workspace Settings' Page](https://help.summ.com/en/articles/6524354-accountant-portal-the-workspace-settings-page.md): Where you can manage your accountant workspace settings, including your profile, billing and team members.
- [Managing Clients: Full-Service Management](https://help.summ.com/en/articles/6297655-managing-clients-full-service-management.md): Here we explain one of the few different ways you can manage your clients in the accountant suite
- [Managing Clients: Self-service & reconciliation review](https://help.summ.com/en/articles/6297740-managing-clients-self-service-reconciliation-review.md): You can get the client to come onto the platform as you it as a self-service product
- [Accountant Portal: The 'Client Settings' Page](https://help.summ.com/en/articles/9490604-accountant-portal-the-client-settings-page.md): Where you can manage your clients' settings including account, tax, portfolio, and plan.
- [How do I invite my client?](https://help.summ.com/en/articles/5630067-how-do-i-invite-my-client.md): For accountants who want to invite clients to the platform
- [Sharing Data Between Accountants and Clients](https://help.summ.com/en/articles/6317270-sharing-data-between-accountants-and-clients.md)
- [Working with clients: Full service, collaboration, and self-service](https://help.summ.com/en/articles/6562524-working-with-clients-full-service-collaboration-and-self-service.md): Here we explain one of the few different ways you can manage your clients in the accountant suite.
- [Client's experience when they first log in](https://help.summ.com/en/articles/6207809-client-s-experience-when-they-first-log-in.md): We explain what the client sees on their end after the accountant invite has been sent
- [Common actions accountants can ask clients to take](https://help.summ.com/en/articles/6293992-common-actions-accountants-can-ask-clients-to-take.md): Once the client has accepted the accountant invitation, there are some actions outlined below that the client can take
- [How to Manage and Check Your Payments and Subscription \(Accountant\)](https://help.summ.com/en/articles/8543898-how-to-manage-and-check-your-payments-and-subscription-accountant.md)
- [Managing Subscriptions Between Accountants and Clients](https://help.summ.com/en/articles/7916739-managing-subscriptions-between-accountants-and-clients.md): A guide on handling the subscriptions and payments when working on the shared data with your client/accountant.
- [Where are my receipts and invoices? \(Accountant\)](https://help.summ.com/en/articles/6994630-where-are-my-receipts-and-invoices-accountant.md)
- [How to access my Accountant Portal?](https://help.summ.com/en/articles/6188409-how-to-access-my-accountant-portal.md): Upgrading your account from the individual plan to the accountant plan or creating an accountant account.

## Step 1: Add Accounts and Import Transactions

- [Import Wallet and DeFi Transactions](https://help.summ.com/en/articles/5279724-import-wallet-and-defi-transactions.md): How to import wallet transactions directly from the blockchain
- [Import Exchange Transactions](https://help.summ.com/en/articles/5279670-import-exchange-transactions.md): How to import data from centralized exchanges
- [Custom CSV Import](https://help.summ.com/en/articles/5777675-custom-csv-import.md): A Guide to Importing unsupported Integrations via the custom CSV / manual CSV
- [Importing Margin, Futures and Derivatives Manually](https://help.summ.com/en/articles/8574793-importing-margin-futures-and-derivatives-manually.md): A guide on importing margin, futures and derivatives trading data using the Custom CSV Template and/or '+' \(Add Transaction\) feature.
- [Importing a Starting Balance](https://help.summ.com/en/articles/8630492-importing-a-starting-balance.md): A how-to guide on entering a starting or opening balance into the Summ platform for users not wanting to import previous year/s data.
- [How to Manually Add a Transaction](https://help.summ.com/en/articles/7028456-how-to-manually-add-a-transaction.md): A how-to guide covering the process of manually adding transactions into the Summ platform.
- [Supported Integrations in Summ](https://help.summ.com/en/articles/8825622-supported-integrations-in-summ.md)
- [Importing Transactions from Related Chains](https://help.summ.com/en/articles/10131488-importing-transactions-from-related-chains.md): Easily import EVM wallet transactions with auto-detected chains. Adjust selections anytime via 'Scan EVM Chains' for full data control.
- [How to Bulk Import Wallets](https://help.summ.com/en/articles/13183955-how-to-bulk-import-wallets.md): A guide on how to import multiple wallets into Summ.
- [How to Import NFTs using the Custom CSV](https://help.summ.com/en/articles/12912198-how-to-import-nfts-using-the-custom-csv.md): A brief guide on how to import unsupported NFT data into Summ.
- [The Sync Feature](https://help.summ.com/en/articles/6802580-the-sync-feature.md): A guide on how 'sync' and 'hard sync' work, along with tips on how to utilize them.
- [How to Add or Rename a Wallet or API Integration](https://help.summ.com/en/articles/13267471-how-to-add-or-rename-a-wallet-or-api-integration.md): Learn how to add or rename imported wallets and API
- [Will the platform bring in new transactions automatically?](https://help.summ.com/en/articles/6448667-will-the-platform-bring-in-new-transactions-automatically.md): How to sync your wallets to bring in new transactions
- [What to do if my imported API has expired?](https://help.summ.com/en/articles/6983444-what-to-do-if-my-imported-api-has-expired.md)
- [How to import Bitcoin transactions into Summ](https://help.summ.com/en/articles/9158009-how-to-import-bitcoin-transactions-into-summ.md): Importing xPub, yPub, zPub for UTXO wallets \(Bitcoin, Bitcoin Cash, Bitcoin SV, Litecoin, Dogecoin, Dash, etc.\)
- [How to Sync From A Specific Date](https://help.summ.com/en/articles/10568251-how-to-sync-from-a-specific-date.md)
- [How to Manage Importing When a New Method Is Added to an Existing Integration](https://help.summ.com/en/articles/10568558-how-to-manage-importing-when-a-new-method-is-added-to-an-existing-integration.md): Learn how to choose the best importing method in Summ when a new integration is added for a wallet or exchange you’ve already imported.
- [Understanding Margin Transaction Imports: Realized P&L vs. Trades](https://help.summ.com/en/articles/12619770-understanding-margin-transaction-imports-realized-p-l-vs-trades.md)

## Step 2: Review for Accurate Results

- [Review: Categorize Transactions](https://help.summ.com/en/articles/5279619-review-categorize-transactions.md): Guidelines for correctly assigning categories to transactions for accurate reports.
- [Review: Missing Market Price](https://help.summ.com/en/articles/5411667-review-missing-market-price.md)
- [Review: Missing Purchase History](https://help.summ.com/en/articles/6005779-review-missing-purchase-history.md): Missing Purchase History warnings are a common issue that can be resolved easily
- [Review: Missing Blockchain](https://help.summ.com/en/articles/6388387-review-missing-blockchain.md): An simple guide to resolving your missing blockchain notifications
- [Review: Unmatched Transfers](https://help.summ.com/en/articles/6630038-review-unmatched-transfers.md): Learn what unmatched transfers are, common causes, and how to resolve them for accurate crypto tracking and tax calculations.
- [How to Review and Reconcile Transactions in Summ](https://help.summ.com/en/articles/10449290-how-to-review-and-reconcile-transactions-in-summ.md): This guide explains the reconciliation steps in Summ to help ensure your balances and gains are accurate.
- [How to Undo Changes](https://help.summ.com/en/articles/6978946-how-to-undo-changes.md): Undo Changes Made within the Summ Platform
- [Ignoring or Deleting Transactions?](https://help.summ.com/en/articles/8707900-ignoring-or-deleting-transactions.md): A guide on when to ignore a transaction and when to delete a transaction.
- [The ‘View in Context’ Feature](https://help.summ.com/en/articles/11829267-the-view-in-context-feature.md): Use View in Context to trace a transaction by viewing related activity in chronological order across all wallets.
- [Managing Spam Assets in Summ](https://help.summ.com/en/articles/12309154-managing-spam-assets-in-summ.md): Learn how to easily manage spam transactions in Summ
- [Transaction Count \(\#txs\)](https://help.summ.com/en/articles/7236658-transaction-count-txs.md): Explains how \#txs are counted on the Transactions page.
- [FAQ - What is a Zero Cost Buy?](https://help.summ.com/en/articles/5305370-faq-what-is-a-zero-cost-buy.md): How to handle transactions that show a cost of N/A and a capital gain on the entire proceeds
- [FAQ - How to Categorize Transactions by Checking Blockchain Explorers](https://help.summ.com/en/articles/6649425-faq-how-to-categorize-transactions-by-checking-blockchain-explorers.md): The guide applies to the EVM chains: Ethereum, Optimism, Arbitrum, Binance Smart Chain, Polygon \(Matic\), Avalanche, xDai, Fantom, etc.
- [FAQs on Categorizing Transactions](https://help.summ.com/en/articles/10154123-faqs-on-categorizing-transactions.md): Frequently asked questions about categorizing transactions
- [Why Should I Review All Issues Before Locking Periods?](https://help.summ.com/en/articles/10314962-why-should-i-review-all-issues-before-locking-periods.md): Learn why resolving issues before locking periods in Summ ensures accurate balances, correct cost basis, and avoids unlocking complications.
- [How to group or ungroup a transaction](https://help.summ.com/en/articles/12440629-how-to-group-or-ungroup-a-transaction.md)

## Step 3: Get Your Crypto Tax Reports

- [How to Generate Crypto Tax Reports in Summ](https://help.summ.com/en/articles/5282115-how-to-generate-crypto-tax-reports-in-summ.md)
- [The LOFO \(Lowest in First Out\) inventory method](https://help.summ.com/en/articles/15818241-the-lofo-lowest-in-first-out-inventory-method.md): What the LOFO \(Lowest in First Out\) inventory method is, when to use it, how it compares to other methods, and its ATO validity.
- [What Inventory Method Should I Use?](https://help.summ.com/en/articles/6201048-what-inventory-method-should-i-use.md): An explanation of each inventory method
- [Tax Loss Harvesting in Crypto](https://help.summ.com/en/articles/6926006-tax-loss-harvesting-in-crypto.md)
- [Lock Periods Feature](https://help.summ.com/en/articles/9991576-lock-periods-feature.md)
- [Report Summary](https://help.summ.com/en/articles/6509822-report-summary.md)
- [Capital Gains Report](https://help.summ.com/en/articles/6077002-capital-gains-report.md): This article will help you read and use the Capital Gains Report.
- [Income Report](https://help.summ.com/en/articles/6234041-income-report.md)
- [Transactions Report](https://help.summ.com/en/articles/7033297-transactions-report.md): This article will help you read and use the Transactions Report.
- [Audit Report](https://help.summ.com/en/articles/7033302-audit-report.md)
- [Inventory Report](https://help.summ.com/en/articles/6208353-inventory-report.md): An in depth explanation on How to Read the Inventory Report and How Transactions are Calculated.
- [Miscellaneous Expense Report](https://help.summ.com/en/articles/6327018-miscellaneous-expense-report.md): How to read Miscellaneous Expense Report and what is included
- [Derivative Trading Report](https://help.summ.com/en/articles/6532768-derivative-trading-report.md)
- [Outgoing Gift and Lost or Stolen Assets Report](https://help.summ.com/en/articles/10304308-outgoing-gift-and-lost-or-stolen-assets-report.md): This guide outlines the transaction categories and key details included in the Outgoing Gift and Lost or Stolen Assets Report.
- [Integrating Summ into BGL](https://help.summ.com/en/articles/10812729-integrating-summ-into-bgl.md): How to integrate Summ data into BGL
- [Balance Variation Report](https://help.summ.com/en/articles/11489863-balance-variation-report.md): What is a Balance Variation Report and what can I use it for?
- [Understanding and Using 1099-DA in Summ \(US Only\)](https://help.summ.com/en/articles/14295409-understanding-and-using-1099-da-in-summ-us-only.md): How to upload 1099-DA in Summ \(US users only\)
- [US Report Guide - Submitting crypto tax report using TaxAct](https://help.summ.com/en/articles/8841330-us-report-guide-submitting-crypto-tax-report-using-taxact.md)
- [US Guide: How to Enter Your Crypto Tax Data into TurboTax \(Manual Summary Method\)](https://help.summ.com/en/articles/14494662-us-guide-how-to-enter-your-crypto-tax-data-into-turbotax-manual-summary-method.md): How to enter your Summ crypto capital gains data into TurboTax manually using Sales Section Totals — the alternative method when the PDF upload doesn't work due to report size limits.
- [Spain Tax Guide: How to File Your Crypto Taxes Using Summ and Renta Web \(Modelo 100\)](https://help.summ.com/en/articles/14606300-spain-tax-guide-how-to-file-your-crypto-taxes-using-summ-and-renta-web-modelo-100.md): How to take your Summ crypto tax report and enter the figures into the right sections of Spain's Modelo 100 IRPF return using the AEAT Renta Web system.
- [US Report Guide: IRS Form 8949 and Form 1040 \(Schedule 1 and Schedule D\)](https://help.summ.com/en/articles/6552759-us-report-guide-irs-form-8949-and-form-1040-schedule-1-and-schedule-d.md): A guide on how to generate your IRS Form 8949 and Form 1040 \(Schedule 1 and Schedule D\)
- [US Tax Guide: US tax season changes and switching from Universal to Per-Account cost basis tracking](https://help.summ.com/en/articles/10383360-us-tax-guide-us-tax-season-changes-and-switching-from-universal-to-per-account-cost-basis-tracking.md): Learn about the IRS’s new per-wallet cost basis rule starting Jan 1, 2025, and how Summ’s automated migration keeps you compliant.
- [US Guide: Importing Your Crypto Tax Report into TurboTax via PDF Upload](https://help.summ.com/en/articles/13757405-us-guide-importing-your-crypto-tax-report-into-turbotax-via-pdf-upload.md): How to get your Summ crypto tax data into TurboTax using the PDF upload flow, the recommended method for 2025.
- [How to calculate your crypto tax in the UK: 2025 Guide](https://help.summ.com/en/articles/8984080-how-to-calculate-your-crypto-tax-in-the-uk-2025-guide.md)
- [UK Report Guide - Inventory methods for the UK users](https://help.summ.com/en/articles/6724233-uk-report-guide-inventory-methods-for-the-uk-users.md): HM Revenue and Customs, First In First Out, and Average Cost.
- [How to calculate your crypto tax in Canada](https://help.summ.com/en/articles/8984259-how-to-calculate-your-crypto-tax-in-canada.md)
- [Canada Report Guide - How to submit your cryptocurrency report using TurboTax?](https://help.summ.com/en/articles/6823070-canada-report-guide-how-to-submit-your-cryptocurrency-report-using-turbotax.md)
- [How is crypto taxed in Australia?](https://help.summ.com/en/articles/8461994-how-is-crypto-taxed-in-australia.md): Answers to common questions around cryptocurrency tax in Australia
- [AU Report Guide - How to use Summ tax reports for ATO MyTax?](https://help.summ.com/en/articles/6453188-au-report-guide-how-to-use-summ-tax-reports-for-ato-mytax.md)
- [AU Report Guide: Trading Stock Report](https://help.summ.com/en/articles/6333415-au-report-guide-trading-stock-report.md)
- [AU Report Guide - Filling in your tax return using the Summ ATO MyTax Report](https://help.summ.com/en/articles/8073375-au-report-guide-filling-in-your-tax-return-using-the-summ-ato-mytax-report.md): A detailed summary of each section of the ATO MyTax Report and how to use the data to fill in your tax return.
- [Is my Subscription Tax Deductible in Australia?](https://help.summ.com/en/articles/6048481-is-my-subscription-tax-deductible-in-australia.md)
- [Handling your SMSF Crypto Accounts](https://help.summ.com/en/articles/6454046-handling-your-smsf-crypto-accounts.md): How to handle your crypto transactions for your SMSF
- [German Report Guide: How to File Your Crypto Taxes with WISO Steuer Using Summ](https://help.summ.com/en/articles/10469373-german-report-guide-how-to-file-your-crypto-taxes-with-wiso-steuer-using-summ.md)
- [How to apply Romania's 200 / 600 RON crypto exemption to your tax report](https://help.summ.com/en/articles/15185490-how-to-apply-romania-s-200-600-ron-crypto-exemption-to-your-tax-report.md): How to calculate and apply Romania's small gains exemption \(200 / 600 RON\) when filing your annual crypto tax report with ANAF.
- [How to calculate your crypto tax in France](https://help.summ.com/en/articles/15561085-how-to-calculate-your-crypto-tax-in-france.md): An overview of how cryptocurrency is taxed in France under the PFU flat-tax regime, and how Summ calculates it.
- [Tax toggle - Ignore gains on forex conversions](https://help.summ.com/en/articles/6048473-tax-toggle-ignore-gains-on-forex-conversions.md): An explanation of what this toggle does and how it affects reports
- [Tax toggle - Treat collateral deposits and withdrawals as non-taxable](https://help.summ.com/en/articles/7940401-tax-toggle-treat-collateral-deposits-and-withdrawals-as-non-taxable.md)
- [Tax toggle - Treat mining as income](https://help.summ.com/en/articles/6058067-tax-toggle-treat-mining-as-income.md): A guide on what happens if you treat Airdrops/Mining/Staking/Royalties as Income.
- [Tax toggle - Treat staking deposits and withdrawals as non-taxable](https://help.summ.com/en/articles/7940388-tax-toggle-treat-staking-deposits-and-withdrawals-as-non-taxable.md)
- [Tax toggle - Treat staking rewards as income](https://help.summ.com/en/articles/7940928-tax-toggle-treat-staking-rewards-as-income.md)
- [Tax toggle - Treat royalties as income](https://help.summ.com/en/articles/7940937-tax-toggle-treat-royalties-as-income.md)
- [Tax toggle - Treat personal use as a non-taxable disposal](https://help.summ.com/en/articles/7940343-tax-toggle-treat-personal-use-as-a-non-taxable-disposal.md)
- [Tax toggle - Treat airdrops as income](https://help.summ.com/en/articles/7935555-tax-toggle-treat-airdrops-as-income.md)
- [Tax toggle - Treat bridges as non-taxable disposal](https://help.summ.com/en/articles/7935063-tax-toggle-treat-bridges-as-non-taxable-disposal.md)
- [Tax toggle - Treat crypto to crypto trades as non-taxable disposals](https://help.summ.com/en/articles/7940962-tax-toggle-treat-crypto-to-crypto-trades-as-non-taxable-disposals.md)
- [Tax toggle - Treat outgoing gift as non-taxable disposal](https://help.summ.com/en/articles/7940299-tax-toggle-treat-outgoing-gift-as-non-taxable-disposal.md)
- [Summ Magic Toggle - Automatically generate the counterparts of unmatched transfers](https://help.summ.com/en/articles/8158810-summ-magic-toggle-automatically-generate-the-counterparts-of-unmatched-transfers.md): An explanation of the automatic generation of transfers for missing ends of data and how the toggle impacts this.
- [Summ Magic toggle: Auto-detect Fees for Transfers](https://help.summ.com/en/articles/9470899-summ-magic-toggle-auto-detect-fees-for-transfers.md)
- [Why are there more transactions in the Capital Gains Report than in the Transactions Report?](https://help.summ.com/en/articles/6978931-why-are-there-more-transactions-in-the-capital-gains-report-than-in-the-transactions-report.md)
- [Report Not Downloading](https://help.summ.com/en/articles/6223541-report-not-downloading.md): Learn why your reports may not download or take longer and find troubleshooting steps to resolve common report download issues.
- [Why is only the first page of my 8949 report filled in?](https://help.summ.com/en/articles/6005690-why-is-only-the-first-page-of-my-8949-report-filled-in.md): US users sometimes download a 8949 report that only appears to have the first page filled in

## Transaction Category

- [Send, Receive, and Transfer](https://help.summ.com/en/articles/6693166-send-receive-and-transfer.md): A guide on when and how to use the Send, Receive, and Transfer categories.
- [Grouped Transaction: Trade](https://help.summ.com/en/articles/7213470-grouped-transaction-trade.md)
- [Swap Category](https://help.summ.com/en/articles/6188320-swap-category.md): How to use the 'Swap' category to classify certain trades as non-taxable
- [Lost, Stolen or Hacked Crypto](https://help.summ.com/en/articles/6437360-lost-stolen-or-hacked-crypto.md): Learn how to manage lost, stolen, or hacked cryptocurrency in Summ and understand the associated tax implications.
- [Personal Use Category](https://help.summ.com/en/articles/6448732-personal-use-category.md): Everyday crypto transactions used to buy goods and/or services
- [Bridging Transactions](https://help.summ.com/en/articles/6268264-bridging-transactions.md): How to handle bridging/cross-chain transactions on the platform
- [Staking Transactions](https://help.summ.com/en/articles/5305471-staking-transactions.md): How to handle staking deposits, staking withdrawals and staking rewards
- [Why can't I see my staked assets?](https://help.summ.com/en/articles/9022893-why-can-t-i-see-my-staked-assets.md): Why can't I see my staked assets on the dashboard, portfolio, or inventory report?
- [Liquidity Pools and LP Tokens](https://help.summ.com/en/articles/5795606-liquidity-pools-and-lp-tokens.md): This article discusses liquidity pools, how they are categorised on the platform and why the LP tokens cannot be assigned a market value.
- [Categorizing Liquidity Pool \(LP\) Transactions in Summ](https://help.summ.com/en/articles/7018067-categorizing-liquidity-pool-lp-transactions-in-summ.md): A guide discussing liquidity pools, potential tax implications and how they are categorised on the platform when providing liquidity.
- [Understanding Increase Position and Decrease Position Categories](https://help.summ.com/en/articles/12644616-understanding-increase-position-and-decrease-position-categories.md): On-chain margin/derivatives trading explain
- [Dust In and Dust Out Category](https://help.summ.com/en/articles/12750015-dust-in-and-dust-out-category.md)
- [Writing off assets \(e.g. funds lost on FTX\)](https://help.summ.com/en/articles/7040090-writing-off-assets-e-g-funds-lost-on-ftx.md): Writing off lost assets, claiming a loss
- [Why Stablecoins Aren’t Always Equal to Fiat in Summ](https://help.summ.com/en/articles/8929104-why-stablecoins-aren-t-always-equal-to-fiat-in-summ.md)
- [Dealing with Scam Airdrops](https://help.summ.com/en/articles/6185693-dealing-with-scam-airdrops.md): Scam airdrops and how to deal with them
- [NFT Guide](https://help.summ.com/en/articles/6080570-nft-guide.md): A guide on NFTs and their tax implications
- [Initial Coin Offerings \(ICOs\), Initial DEX Offerings \(IDOs\) and Presales](https://help.summ.com/en/articles/7982704-initial-coin-offerings-icos-initial-dex-offerings-idos-and-presales.md): How to manage ICOs, IDOs and Presales within the Summ platform
- [Reflection Tokens](https://help.summ.com/en/articles/6048465-reflection-tokens.md): This article explains what reflection tokens are and suggestions on how to deal with them on the platform.
- [Handling OTC Trades](https://help.summ.com/en/articles/6502808-handling-otc-trades.md): How to enter OTC trades into the Summ Platform
- [Wrapped Tokens](https://help.summ.com/en/articles/6196149-wrapped-tokens.md): What are wrapped tokens and how to categorize them for your tax report
- [Rebase Tokens](https://help.summ.com/en/articles/5851302-rebase-tokens.md): Rebase tokens \(E.g. OHM, TIME\) and their implications for tax reporting.
- [How do I enter a redenomination or token swap?](https://help.summ.com/en/articles/6188466-how-do-i-enter-a-redenomination-or-token-swap.md): What to do when one of your tokens undergoes a redenomination or token swap.
- [Handling losses from crypto scams, rug pulls and hacks](https://help.summ.com/en/articles/7033281-handling-losses-from-crypto-scams-rug-pulls-and-hacks.md): How to use Summ to write off stolen or lost crypto

## Portfolio

- [Portfolio Page](https://help.summ.com/en/articles/8641396-portfolio-page.md): An in-depth guide on understanding your portfolio dashboard and holdings page.
- [Portfolio toggle - Show native fiat holdings on reports and dashboard](https://help.summ.com/en/articles/7946688-portfolio-toggle-show-native-fiat-holdings-on-reports-and-dashboard.md)

## Platform Guides & Features

- [Tracking Balances on the Ledger and Transactions Pages](https://help.summ.com/en/articles/10345686-tracking-balances-on-the-ledger-and-transactions-pages.md): Learn to track and understand balances in-app for accurate reports using the Transactions page Balance view or the Ledger view.
- [How to back up your data on Summ](https://help.summ.com/en/articles/12096851-how-to-back-up-your-data-on-summ.md)
- [Sync History Feature](https://help.summ.com/en/articles/9496825-sync-history-feature.md): How to manage sync history and delete transactions of a specific sync.
- [Refresh Calculations & Auto Refresh](https://help.summ.com/en/articles/14386691-refresh-calculations-auto-refresh.md): Learn how to control when your calculations refresh and manage auto refresh for a smoother workflow
- [Early Access Features](https://help.summ.com/en/articles/14430346-early-access-features.md)
- [Transactions Table \(New UI\)](https://help.summ.com/en/articles/14468110-transactions-table-new-ui.md): Learn about the new transactions table
- [Summ Stocks: Frequently Asked Questions](https://help.summ.com/en/articles/15840444-summ-stocks-frequently-asked-questions.md): How Summ's stocks support works: supported markets and brokers, importing your trades, dividends and franking, and how stock tax is calculated.
- [Using Filters on the Transactions Page](https://help.summ.com/en/articles/9566667-using-filters-on-the-transactions-page.md): This guide explains how to use filters and the different filters available in the Transactions tab
- [View Toggle - Hide ignored/spam transactions](https://help.summ.com/en/articles/12749843-view-toggle-hide-ignored-spam-transactions.md)
- [Cost Basis Tracking: Universal vs By Wallet and Exchange](https://help.summ.com/en/articles/9651976-cost-basis-tracking-universal-vs-by-wallet-and-exchange.md): Explain the difference between Universal and By wallet and exchange cost basis tracking
- [How to adjust or add a cost basis?](https://help.summ.com/en/articles/9465001-how-to-adjust-or-add-a-cost-basis.md): How does cost base work in Summ and how to adjust or add a cost basis
- [How to Bulk Edit Transactions](https://help.summ.com/en/articles/6549522-how-to-bulk-edit-transactions.md)
- [Filter by Sync Feature](https://help.summ.com/en/articles/8178600-filter-by-sync-feature.md): How to filter by transactions brought in by particular sync points in time.
- [Handling Duplicate Transactions](https://help.summ.com/en/articles/8789036-handling-duplicate-transactions.md)
- [Export Transactions on the Transactions page](https://help.summ.com/en/articles/9565845-export-transactions-on-the-transactions-page.md): Download or export transaction from the Transactions page
- [How to Edit Transactions](https://help.summ.com/en/articles/10501982-how-to-edit-transactions.md)
- [Why do the in-app transactions look different from the transactions on the CSV?](https://help.summ.com/en/articles/7033315-why-do-the-in-app-transactions-look-different-from-the-transactions-on-the-csv.md)
- [Why are the transactions not auto-categorized?](https://help.summ.com/en/articles/8508369-why-are-the-transactions-not-auto-categorized.md)

## Troubleshooting

- [Must-Try Troubleshooting Steps](https://help.summ.com/en/articles/9568375-must-try-troubleshooting-steps.md): Troubleshoot common issues like errors, slow loading, glitches, or the “something went wrong” messsage with these quick fixes.
- [FAQ: Why Isn’t My Data Showing in My Account?](https://help.summ.com/en/articles/9195276-faq-why-isn-t-my-data-showing-in-my-account.md)
- [Toggle - Smooth Scrolling](https://help.summ.com/en/articles/9219610-toggle-smooth-scrolling.md)
- [FAQ: What to do when the app is slow?](https://help.summ.com/en/articles/9372424-faq-what-to-do-when-the-app-is-slow.md)
- [API Error Codes](https://help.summ.com/en/articles/6120585-api-error-codes.md): API Error Codes, Failing API
- [Exchange API Sync Failed](https://help.summ.com/en/articles/5284956-exchange-api-sync-failed.md): A checklist of how to troubleshoot when exchange API is not working.
- [Exchange File Upload Failed](https://help.summ.com/en/articles/5284903-exchange-file-upload-failed.md)
- [How to Ensure Data Completeness](https://help.summ.com/en/articles/10335143-how-to-ensure-data-completeness.md): A checklist to identify and resolve missing data in your Summ account.
- [How to Fix Incorrect Currency](https://help.summ.com/en/articles/5953447-how-to-fix-incorrect-currency.md): How to fix a transaction with an incorrect currency and stop incorrect currencies from showing on your portfolio
- [Price is Incorrect](https://help.summ.com/en/articles/5305320-price-is-incorrect.md): How to fix a transaction which is showing the incorrect price
- [Why are the balances incorrect?](https://help.summ.com/en/articles/5284400-why-are-the-balances-incorrect.md): Get help when the balance displayed is incorrect
- [How To Use the Birdie Recording App](https://help.summ.com/en/articles/10575847-how-to-use-the-birdie-recording-app.md)

## Guides on the Calculations 

- [What do the figures in the ‘Reports’ tab mean?](https://help.summ.com/en/articles/6253793-what-do-the-figures-in-the-reports-tab-mean.md)
- [Dealing with foreign currency conversions](https://help.summ.com/en/articles/6696481-dealing-with-foreign-currency-conversions.md): Understanding how foreign currency conversions work in our platform.
- [Why is there a gain on my fee?](https://help.summ.com/en/articles/5629791-why-is-there-a-gain-on-my-fee.md): Here we explain why you may witness a capital gain on a fee
- [FAQ: Why Are There Gains/Losses on Non-Taxable Transactions?](https://help.summ.com/en/articles/5285054-faq-why-are-there-gains-losses-on-non-taxable-transactions.md): Non-taxable transactions might include transfers, bridges, swaps, etc., depending on your tax settings.
- [Understanding Fiat Figures in Summ](https://help.summ.com/en/articles/9503087-understanding-fiat-figures-in-summ.md): This guide explains the differences between 'fiat invested' and 'fiat deposit' as well as 'fiat proceeds' and 'fiat withdrawal'.
- [What is "Rollover"?](https://help.summ.com/en/articles/10441293-what-is-rollover.md): Rollover in Summ tracks how the cost basis is transferred during swap and non-taxable trade transactions, shown when hovering over the two-way arrow icon.
- [How are fees calculated?](https://help.summ.com/en/articles/5305670-how-are-fees-calculated.md): This article explains how Summ calculates and records cryptocurrency transaction fees for tax purposes.
- [Understanding the balance adjustment in Summ](https://help.summ.com/en/articles/15497658-understanding-the-balance-adjustment-in-summ.md): Learn what the balance adjustment is, why it happened, and what it means for your account.

## Integrations

- [Migrating to Summ from another crypto tax platform](https://help.summ.com/en/articles/10865789-migrating-to-summ-from-another-crypto-tax-platform.md): Switching from another crypto tax software? Here’s how to import your full transaction history on Summ.
- [How to import and report your MEXC transactions](https://help.summ.com/en/articles/10397755-how-to-import-and-report-your-mexc-transactions.md): How to quickly and easily import your MEXC transactions into Summ for tax reporting
- [Coinbase Pro API Deprecation: What You Need to Know](https://help.summ.com/en/articles/10660502-coinbase-pro-api-deprecation-what-you-need-to-know.md): Coinbase Pro API is deprecated. Learn how to import transactions via CSV to keep your data up to date in Summ.
- [Update on Importing Data via Coinbase OAuth Connection](https://help.summ.com/en/articles/11382869-update-on-importing-data-via-coinbase-oauth-connection.md)
- [Whitelist IP Addresses for Exchange API Connections](https://help.summ.com/en/articles/11736570-whitelist-ip-addresses-for-exchange-api-connections.md)
- [Adding Multiple Wallets on the Same Blockchain](https://help.summ.com/en/articles/5597463-adding-multiple-wallets-on-the-same-blockchain.md): This guides you through the steps to take in order to add an additional wallet for the same blockchain
- [Cardano Guide](https://help.summ.com/en/articles/6061127-cardano-guide.md): A guide on Cardano and how it is integrated with Summ
- [PulseChain](https://help.summ.com/en/articles/7982638-pulsechain.md): Everything to know about PulseChain

## Business Plan

- [Summ Business Plan Overview](https://help.summ.com/en/articles/10125271-summ-business-plan-overview.md): Streamline crypto accounting with Xero/QuickBooks integrations, smart categorization, custom rules, and real-time treasury tracking.
- [Xero Integration](https://help.summ.com/en/articles/11424394-xero-integration.md): Xero x Summ integration
- [Quickbooks Online + Summ Integration](https://help.summ.com/en/articles/11168795-quickbooks-online-summ-integration.md): How to Use the Summ + QuickBooks Online Integration

## Referrals and Rewards

- [Rewards Bonus Competition Terms and Conditions](https://help.summ.com/en/articles/14119305-rewards-bonus-competition-terms-and-conditions.md)
- [Refer a Friend, Score $100 cash offer](https://help.summ.com/en/articles/10833144-refer-a-friend-score-100-cash-offer.md): Everything you need to know about Summs Refer a Friend program