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How to enable the Crypto section

đŸ”” Crypto guide

Finbooks allows you to manage both traditional financial investments and cryptocurrency investments within a single platform.

As these two types of investment are subject to different tax rules, they are treated and managed separately.

See the brief instructions below to find out how to activate the section dedicated to crypto investments.


How to enable the crypto section in your account

Follow these simple steps to activate the crypto section in your account if you currently only see the traditional finance section.

  1. log in to your Finbooks account and hover your mouse over the name of your plan, which you will find at the bottom of the main navigation menu, now click on Settings

  2. on the new screen, click on the Profiles tab

  3. scroll down to the Crypto section

  4. on the line indicating crypto, press the Enable button

  5. now return to the main menu where you will see both sections

  6. by clicking on one of the two items, the corresponding menu will expand and the other menu will automatically collapse

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