Syncing Data

Syncing refreshes the data used across the application.

What sync updates

  • Source balances
  • Source transactions
  • Derived views such as holdings, lots, disposals, and summaries

What to expect

The first sync is usually the most expensive because Cognia has to build an initial transaction history and derived records.

Good review order after a sync

  1. Check Wallets to confirm the source synced successfully.
  2. Open Transactions to review normalized activity.
  3. Open Spam if suspicious or unwanted assets appear.
  4. Open Holdings and Tax Lots once the data looks clean.

If something looks off

  • Reconfirm the source details you connected.
  • Review spam classifications before evaluating holdings totals.
  • Re-run sync if you expect new transactions that are not visible yet.

Need a guided walkthrough?

Start with Cognia and bring these docs into your onboarding session as the operating checklist.

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