Bookmarks

15 February 2025v1.59.1

Bookmarks are your shortcuts to frequently used views and reports in Capitally. Think of them as your personal navigation system that remembers exactly how you like to see your data.

What makes bookmarks special?

The beauty of bookmarks lies in their flexibility. You can save either complete view settings or just specific parts you care about. For instance, you might want to save just your preferred metric, period, and chart type, while keeping your current filters and groups. When you click such a bookmark, it will only update those specific settings while leaving everything else unchanged.

Learn more and give them a try!