1VIT

Keeping Records: The Part Everyone Skips

Financial paperwork, a calculator and a notebook on a desk

Tax rules change and differ. The habit of writing things down does not, and it is the part that is entirely in your control.

What to record

  • Every deposit: date, amount, asset, and the plan it went into.
  • Every payout: date, amount, and which cycle it came from.
  • Every withdrawal: date, amount, destination.
  • Any referral commission received.

Where the data already is

Your dashboard carries every credit with its date and cycle, so most of this does not need to be typed by hand. A monthly export or a short note is enough. The point is that it exists in a form you can hand to someone if you ever need to.

The ten-minute routine

  1. Once a month, on a fixed day, open the wallet history.
  2. Export or copy the period's credits and withdrawals.
  3. Save it somewhere that is not a message thread.
  4. Note the account value on the same date — a single number per month is enough to spot a discrepancy early.

Why it is worth it: if a figure ever looks wrong — a missing payout, an unexpected debit — the record turns a disagreement into a question. A Help Center ticket that carries your account, balances and the transaction is answered far faster than one that has to be reconstructed.

And then forget about it

The record is for the rare occasion it is needed, not for the daily habit of checking prices. Holding to a plan covers the daily side.