HT103 - Understanding Your Dashboard

Taxes Dashboard Overview

• At the top of your dashboard rounded with red, you’ll see Selected Tax Year, Capital Gains, Net Income, Net Expenses, and Total Transactions.
• This area provides the key details needed to file your taxes in your local jurisdiction.
• The Transactions Labeled bar shows the percentage of your transactions that have been categorised.

Portfolio Review

• The Portfolio Review section shows your connected wallets, number of transactions, net gain/loss, and reconciliation progress.
• Use the Manage Wallets button to add or adjust wallets and exchanges at any time.

Capital Gains Section

• This section provides a detailed look at your realised gains or losses.
• If no data is available, it means transactions need to be added or synced.

Income & Expenses

• The Income & Expenses section summarises all income earned and expenses recorded across your wallets and exchanges.
• If this section shows “No data available,” you may need to add wallets or reconcile transactions to populate it.

Reconcile Transactions

• Use the Reconcile Transactions button to review and confirm each transaction, you can also click on the main menu Transactions item to achieve same result.
• This ensures accuracy in your reports.
• You can filter by wallet, labels, Solana programs, and fiscal year.

Settings Panel

Located on the right side of the dashboard below Reconcile Transactions.

Here you can see:

• Cost Method (e.g., FIFO, LIFO, HIFO)
• Country for tax jurisdiction
• Fiscal Year for reporting that you can select and change

This ensures your reports match your local tax rules.

Download Tax Reports

• The Tax Reports section allows you to download ready-to-submit reports for your accountant or tax software.
• Click Download Tax Report button to export your data.

Tax Report Types

When you click Download Tax Report, you’ll see multiple report options:

• Report Summary (PDF): Includes income, expenses, wallets added, and capital gains.
• Capital Gains (CSV): Lists gains/losses from your transactions.
• Income (CSV): Shows income-based transactions.
• Expenses (CSV): Provides a breakdown of expenses.
• Transactions Report (CSV): A full record of your transactions.
• TurboTax 1099-B (CSV): Directly upload-able into TurboTax.

Select the report you need, click Generate Report, and then download the file once it’s ready.

✅ With these sections, you now understand how to read your dashboard, reconcile your data, and generate specific reports for filing.

Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Please verify with official sources and consult a professional before acting on any information. Netrunner is not liable for outcomes resulting from its use.

Updated on: 28/01/2026