Capitally keeps track of all the changes you make in your portfolio. This feature allows you to modify your portfolio without fear of breaking things, as you always can undo any change. It also lets you review any past actions.
You can access the History, Undo and Redo from the menu in the top right corner.
In the history view, you can check out all the changes made to see what properties were tweaked and the values that were updated. Plus, you can search for specific values you inputted to easily track when they were added.
Check history of a single item
You can check out the history of any asset, account, transaction, or market by opening its context menu and selecting the history page to see all the changes made to that specific item.
Fix a broken history by deleting changes
Sometimes your project history may become broken - especially if you frequently use Capitally on multiple devices. In such cases you will be greeted with a Project history has conflicts message.
To fix it:
click on the toast or just open History from the top-right menu.
review the changes that failed to apply - you can expand them to see what they are about
delete conflicting changes
Sometimes you may want to delete not the change that failed, but another one that caused it to fail. For example, if you deleted an asset on one device for which you added a transaction on another, the added transaction will fail, because the asset doesn't exist anymore.
You can choose to either delete the transaction, or delete the change that removed the asset - in which case the transaction can be created and the conflict will be solved.
Export and import history
You can select one or more changes by clicking the checkboxes to their left and clicking Export on the panel that appears at the bottom.
You can then import them back into another project just like any other data - by going to Import and selecting Capitally from the list of presets.
Remove all History
If for any reason you wish to erase your full history and only keep the current state, you can:
Export the project to JSON
Create a new project
Import your data back
Delete the old project
Modify the state manually
If you want to modify multiple items, and you prefer to do it in a text editor for any reason, you can:
Export the project to JSON
Edit the file in a text editor that supports JSON, while keeping it's structure
Import your data back
If you're not satisfied with the result after importing, you can always undo the import and try again.
When import from a JSON, objects with new ids will be added to the project, while objects with existing ids will be merged with the existing ones. It's currently not possible to delete objects through imports.