Capitally Settings: Language, Formats & Cookies

Capitally's settings all open from your user profile at app.mycapitally.com/me. Some of what you find there follows your account to every device — language, number and date formats, theme. Some of it applies only to the browser you are sitting in, or only to the project you have open.

One of them is worth knowing about before you need it. Cookie consent decides whether Capitally can remember your choices between sessions, and when it is declined the symptoms look nothing like a consent problem: the Demo project reopens every time, and your table columns reset on every refresh. Both are mapped out below.

Where the settings live

Open Settings from the main menu, or click your name at the bottom of it to land on your profile directly at app.mycapitally.com/me. One screen, two groups of tabs. Profile holds what belongs to your account. Project holds what belongs to the project you currently have open, so those tabs change when you switch projects.

Under Profile:

Your Profile — display name, interface language, number and date formatting, theme, change password, sign out, and Delete my account in the Danger zone
Subscription — plan, renewal date, card, invoices, plan changes, cancellation
Early Access — the master switch for unreleased features and the list of individual ones
Privacy — cookie consent, which emails we may send you, and Remove all data from this device

Under Project:

General, Analysis, Benchmarks, Cash Tracking, Advanced Tracking, Taxes, Notifications, Encryption, Export

Two of these are recovery tools rather than preferences: Reset data and prices cache on the project's Analysis tab, and Remove all data from this device on Privacy. Troubleshooting the app covers when to reach for each.

Interface language

Capitally's interface is available in eight languages: English, German, Dutch, Spanish, French, Polish, Portuguese and Italian. Switch it under Interface language in Settings → Your Profile, or from the language selector at the bottom of the login screen before you sign in. The help centre and the rest of the website are published in six of them — English, Polish, French, German, Spanish and Italian.

💡 If the interface text suddenly looks mistranslated or garbled, your browser's page translation is probably rewriting it. Set the language explicitly in Settings → Your Profile and turn browser translation off for app.mycapitally.com.

Numbers, dates and decimal places

Four controls in Settings → Your Profile decide how numbers and dates read. Locale for numbers and dates sets the baseline. Number format overrides the separators — Same as locale, 1 234.5 or 1 234,5. Date format overrides the date layout — Same as locale, YYYY-MM-DD, MM/DD/YYYY or DD.MM.YYYY. Always show decimal places for currency decides how much precision money carries.

Cents, on or off, is one toggle. By default Capitally uses intelligent precision: trailing zeros are dropped and large amounts are rounded, so a column reads $1,010, $100 and $10. Turn Always show decimal places for currency on and every monetary figure carries its full decimals instead — $1,010.00, $100.10, $10.10.
Compact notation. Large numbers in narrow spaces are abbreviated with the same suffixes in every locale — K, M, B and T — because Capitally writes them itself rather than leaving them to the locale. Only the separator follows your setting: 1.2K or 1,2K.

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What these settings do not change

Profile formatting is a display layer. It does not touch stored values, calculations, imports or exports.

Quantities carry up to 9 decimal digits internally. How many of them you see is a separate, per-project setting — Quantity Precision in Settings → Analysis.
Exports always use a period as the decimal separator, in CSV and in Excel. Excel may display commas because it applies your system's regional format to the underlying data. See Exporting Data.
Imports are parsed from the file, not from your profile. Dates written with slashes are read as MM/DD/YYYY, so a European file's 06/09/2024 is imported as 9 June rather than 6 September. Any other separator — dash, dot, space — is read as DD/MM/YYYY, and a four-digit year first is always read as YYYY-MM-DD.
Transaction times are stored and shown exactly as entered, with no timezone conversion and no display-timezone setting. The date is what every calculation uses.

If your numbers differ from your broker's by small amounts, that is a rounding difference rather than a formatting one — brokers round at each transaction while Capitally carries higher precision through the whole calculation. Balances and cash don't match covers how to tell a normal difference from a real error.

💡 To read slash-separated European dates correctly on import, open How to read this data? in the import's parse step and set Date Format to Day-Month-Year. Save it into the template on the first import and you will not have to repeat it. The same panel holds Decimal Separator, for files that use commas.

Typing dates and picking them

Date fields use your browser's native date picker, so the format shown inside them and the way you navigate years come from your browser and operating system rather than from your Capitally formatting setting. Chrome and other Chromium browsers give the clearest calendar with year navigation; Firefox's year selector is harder to see.

When the picker gets in your way, type the range instead. The period field above the table accepts text, so 2000 : 2010 sets that decade in one go — usually faster than scrolling a picker back twenty years. Portfolio documents the other accepted forms, such as 2020-06 : ytd and 2023-12.

What follows your account, and what stays on the device

Language, formatting and theme are profile settings and follow your account everywhere. Table layout is saved per view — the combination of metric, grouping and screen width — so a phone and a wide desktop deliberately keep different column sets. The rest depends on the browser being able to keep what Capitally stores in it.

Columns, widths, order and row density are set from the columns button above any table, and apply to the view you are in. To push one change everywhere, enable it on one view and click Apply changes everywhere. Details in Portfolio.
Table view options are saved with the project, so once a change is stored it reaches your other devices rather than living only in the browser you made it in.
Cookie consent is saved on your account once you have answered it, and mirrored into a cookie in each browser. A browser that has no copy asks again before you are signed in.
The installed desktop or mobile app has its own storage, separate from the browser you installed it from. You sign in again there, and you answer the cookie consent prompt again. See Desktop & Mobile App.
Which project you last had open, and the period you last looked at, live in that browser's storage and nowhere else.