What to expect from reconciliation notes

Reconciliation is not accusation—it is a comparison between what you declared and what the chain shows at a fixed moment.

What to expect from reconciliation notes

New clients sometimes worry that reconciliation notes imply mistakes or wrongdoing. They do not. They describe differences between your declaration and a public snapshot—nothing more.

Common findings

Timing gaps: you recorded a transfer on the 30th; the snapshot ran on the 29th. The note explains the one-day offset.

Dust balances: an address you considered empty still holds a small amount. We report it; you decide whether to consolidate.

Label drift: you renamed a wallet in your head but not in your submission. We ask which label applies.

Undeclared activity: on-chain movement you did not mention. We flag it and wait for your explanation—often a forgotten test transaction years ago.

What reconciliation does not do

It does not judge investment choices, accuse you of errors, or recommend trades. It does not access private keys or explain movements we cannot see declared.

How to respond

Reply in writing within the included follow-up round. Short answers suffice: “Consolidated on 12 March, label updated to Main cold stack.”

Unresolved items carry forward to the next pack until you close them or ask us to mark them as intentionally dormant.

Reading example

Address labelled “2017 backup” shows 0.042 units at snapshot; prior pack recorded 0.041. Difference consistent with staking accrual you noted in Q1. No action required unless you intend to move funds.

That is the tone we aim for: factual, calm, actionable only when you want action.


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