Recurring review
Quarterly ledger review
A recurring check that re-imports balances, compares them to your last closed ledger, and lists what changed since the prior period.
Why book a review
Even after a clean close, new sub-accounts, staking products, and forgotten airdrops quietly shift wallet balances. A quarterly review re-runs the import desktop against your labeled ledger and highlights only what moved.
Deliverable
An updated portfolio ledger snapshot, a short change log versus the previous quarter, and a call to decide which differences need deeper reconciliation.
Best suited after at least one full ledger reconciliation so labels and connectors already exist.