Set up the Basics

Once you’ve activated your account, the next step is configuring the basics. These settings establish how TRES monitors wallets, calculates cost basis, and aligns data across your organization. Getting this right at the start ensures you can rely on audit-ready financials from day one.

If you haven't already - make sure you have fully activated your TRES account.

Our CPA support team will set up the wallets that you want to monitor in the TRES FinOS platform. If you haven’t sent these over in your initial onboarding, then you’ll need to speak with your support contact or reach out via our livechat.

Once we’ve received your organization’s wallets, TRES automatically pulls in balances and transactions across these wallets so you have a complete picture of your digital assets.

In order to access your account’s system controls, you’ll need to click your profile arrow in the top right corner of the FinOS page. A drop down will appear, and you’ll be able to select System controls from there.

Enable cost basis to calculate realized gains and losses with precision. Choose the method that matches your accounting policies:

You can also apply calculations per asset per wallet for even more granular reporting.

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Select which networks you want TRES to monitor. Disable networks you don’t use to keep your workspace clean and focused.

For accurate reporting, enable fiat value swap alignment. This ensures outgoing and incoming assets are measured consistently against your chosen fiat benchmark.

If you choose for this setting to be on, then in case of a swap transaction, the fiat values of the outgoing and incoming assets will be aligned within the threshold percentage that you specify. If off, a swap of fiat tokens will be based on market rate values, and may not necessarily be aligned.

Map stablecoins like USDC or BUSD directly to your preferred fiat currency. This keeps your financials clean and consistent, with stablecoins reflected at face value - rather than relying on market pricing (which can become inaccurate with de-pegs).

Organize wallets under clear labels (e.g. Treasury, Validator, Exchange). Categorization makes reporting and audit prep faster by grouping activities under meaningful headings.

To access your wallets area, select Accounts > Wallets to see a list of your active wallets.

To tag and categorize your wallets, select a specific wallet to see its details. You can then rename it, copy its address, assign it to a wallet group, and view the transactions that have been performed in it:

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Define custom tags for counterparties (e.g. Payroll, Operations, Staking). TRES automatically applies these tags to transactions, creating structured data that supports compliance and audit workflows.

To access your contacts area, select Accounts > Contacts to see a list of your active contacts.

Addresses in your account that have been assigned a name appear in this tab. (Addresses with no name appear in the Unidentified Addresses tab.)

Here, you can edit contact details, view the account in the ledger, assign the contact to one or more group, or delete the contact.

TRES automatically tags common transaction types to keep your records organized. You can also create custom tags that reflect your internal workflows, for example: PAYROLL, OPERATIONS, or SALARY.

Once your custom tags are defined, map them to specific transaction parameters. TRES will then apply those tags automatically, creating consistent, structured data that aligns with your reporting and audit needs.

Next, configure your accounting settings, including staking, in Set Up TRES for Accounting.