If you have a transaction file that doesn't fit any of our presets, don't worry! Capitally allows you to create your own one right in the app.
You can import transactions, prices, assets, or accounts from any data source without having to prepare them anywhere. No need for intermediary files. Set it up once, and then reuse it whenever needed.
This guide will walk you through the process.
Open your file on the import page. We support CSV, XLS, XLSX, XML and JSON files. Plus you can paste any tabular, XML or JSON data.
Click the Import any data
to start the process.
Ensure it loaded correctly and pick data range if needed. By default all rows are included and first row is used as a header with column names, but you can easily change that by clicking on the From here
, To here
and Header
buttons.
If your data file needs more preparation, click the cog icon in the lower-right corner to access additional options, such as choosing an Excel sheet, special character encoding, replacing header names, and more.
It's worth noting, that whatever file you drop on Capitally it will always be handled locally. It doesn't have to be sent to our servers or elsewhere. Plus the transactions that you decide to import out of it will be encrypted.
On the next screen, let us know what this data is about.
We'll then ask you to match the data columns to transaction properties. Depending on the data provided, we might be able to match most properties ourselves. Just verify the list, select a data column, or choose a single value for all rows. You can also delete properties you don't plan to import by clicking the trash can icon, but remember, that some are required.
See the Transaction Properties Reference for details about particular properties.
What you see above is called the Simple mode. If your data is more complex, like requiring conditional handling, you can always switch to Advanced mode.
Note, that you never loose anything when switching between modes - the interface simply gives you more or less options to choose from.
On the next screen we'll show you the accounts, assets, currencies or markets that we found for your data. Review the list, correcting any wrong guesses and filling the blanks.
You can manually search for correct symbols or create new items right in the selection dropdown.
If you can't find a symbol that is actively traded on one of the markets that we support - please let us know through support@mycapitally.com and we'll do our best to add it.
If you don't want to import a certain transaction - just change it's Status. Some of the transactions can be already ignored - either because they're not supported, or they're already imported - you can check the reason by hovering on the info icon next to status.
You can update the status of multiple rows at once by selecting them and changing the value on any of the rows.
Additionally, the rows can be sorted by clicking on the column headers for easier review.
On the last screen you can verify if the account balances are what you expect. If no - just go back to the previous screen and make amendments. If yes - click Import
to accept the changes.
We'll ask you to save the preset for later reuse and you're done. The next time you will be importing similar data, just reuse the preset and import it in seconds.
You can undo the whole import if you spot any issues later on. Either from the toast that's shown right after the import, or later on from the top-right menu.