A new onboarding experience is now available to everyone with a bunch of improvements designed to help you quickly add or fix you data in Capitally.
Onboarding tasks
If you create a new project, or click Start onboarding again in Settings, you will get a list of things to do and read, depending on what you plan to track. Try it out, as you might discover a new thing or two. In the short future, we'll add tutorial videos to every section.
Transaction cashflow preview
Transactions will now display the cashflow they generate, which combines all revenue, expense, fees and taxes into one value - both in the transaction's and project's currencies.
Batch editing Transactions
You can now quickly change Account, Asset, Type or Date on multiple transactions at once. Moreover, you can clone them multiple times and space around their dates, so you can quickly create recurring transactions, like rental payments!
And more
You can quickly clone an Asset or Transaction by clicking on it's context menu and choosing
Clone.You can quickly enable the selection mode by hovering on the name - a faint checkbox will appear on the left - clicking it will select the row and turn selection mode on.
Account Folders can now be used as Benchmarks.
It's a bit quicker to create custom assets, as you can set their currency straight from the first tab, and the Prices tab is no longer opened automatically.
Dropdowns won't display on-screen keyboard on mobile devices, so it's easier to choose from existing options. Just click the search box to activate it as usual.