Tracking a single eval through resets and retries

A single evaluation often involves multiple attempts: pay for an eval, blow it, pay for a reset, blow again, pay for another reset, eventually pass. PropStax tracks each of these as cost entries against the account, so your per-account net P&L tells you the real story.

How resets work

When a broker resets your account back to the starting balance, PropStax typically detects it during the next sync as an unexplained balance change. The Balance adjustments walkthrough will ask you to classify it as a Reset. Once you do, PropStax records a balance change tagged “reset” against that account but doesn’t create a cost entry — you log the reset fee separately via Add cost.

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 — every time the broker resets the account, log a cost with category Reset.
• Pass or blow — at the end of the attempt, the account either passes (PropStax marks it passed) or blows (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 Apex 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, click the trash icon on the duplicate row in the Financial history card.

When the account finally passes

After a successful pass, the account flips from evaluation to funded. PropStax keeps every reset cost you logged tied to the now-funded account. Your net P&L for that account reflects the full sunk cost of getting there. When payouts start coming in, you can see the real ROI on the eval per Reports → Per-broker comparison.