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Tracking a single eval through resets and retries

A single evaluation often involves multiple attempts: pay for an eval, fail it, pay for a reset, fail again, pay for another reset, eventually pass. PropStax tracks each fee as a cost on the account it paid for. A reset gives you a new account number, so each attempt is its own account, and tags tie the attempts together (see below).

How resets work

When a broker resets an evaluation, it gives you a new account number, so the reset shows up on your next sync as a new account, not as a balance change. Log the reset fee via Add cost. If a sync does ask about a balance change on an evaluation, its answers are Broker correction or Broker credit, and Dismiss (see Balance adjustments).

What to log per attempt

Each attempt usually has at least these entries:

  • Original eval fee — logged once when you first paid for the eval, category Evaluation.
  • Reset fee — log a cost with category Reset against the new account the reset gave you.
  • Pass or fail — at the end of the attempt, the account either passes (PropStax marks it passed) or fails (PropStax marks it blown). No cost entry needed for the outcome itself.

After the attempt resolves, the account’s net P&L reflects all your costs plus any payouts (if it became funded and you took payouts).

Tracking attempt-by-attempt detail

If you want to see “I’m 2 attempts deep on this eval, the third reset is incoming,” tag the account with attempt numbers (eg. attempt-3). On the Account detail page the tags row keeps that visible at a glance. You can also tag with the date you bought the original eval, like 2026-q1, to group attempts by purchase cycle.

Multiple resets on the same day

Brokers occasionally allow multiple resets in a single trading day. PropStax handles this fine — the Add cost popup doesn’t dedupe by date, so two resets on the same day just become two cost entries.

If you accidentally log the same reset twice, delete the duplicate with the trash icon on its row in the Financials ledger. The Financial history card on the account’s page has no edit or delete icons.

When the account finally passes

After a successful pass, the account flips from evaluation to funded. Each reset fee stays on the account you logged it against; tag an attempt’s accounts alike (see above) to see what getting funded cost. When payouts start coming in, you can see the real ROI on the eval per Reports → Firms.