Currently, the data in your Holdings page is populated from the transactions in your Transactions page. TaxBit pulls your coin balances directly from your any exchanges that you've connected via API within your account, CSVs uploaded to your account, or manually added transactions.
You can check out the sources that you have connected to your account selecting "Sources" on the left side to make sure everything is accounted for there.
If a sync has been run recently and everything is accounted for in your Sources and Transactions page, then these balances should match what you see in your account/wallet, within your exchange. If they aren't lining up, please check out our Why does the value of my holdings seem incorrect? article for troubleshooting steps.
Another helpful tool check out is the, Tax Optimizer, which also uses your transaction history to calculate your holding balances:
Check out our Tax Optimizer articles for more details on this amazing feature!
Still have questions? Send us an email at support@taxbit.com or chat with us using our chat widget, and we'd be happy to help!
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Holdings Data
Holdings
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