Import by copy&paste

Sometimes it's much faster to simply copy a table rather than saving it as a file. In some cases, it's the only option, as some brokers don't offer an export feature.

Paste tabular, XML or JSON data on the import screen. Capitally resolves it like an opened file: a single template that recognizes the headers opens directly; otherwise, the matching-template picker opens with Import any data as the fallback. The rest of the process is the same as importing from a file.

Pasted rows are deduplicated exactly like a file import: every row is compared against what is already in your project, and repeats are flagged and skipped. See Duplicates and re-importing.

Once you save the preset after importing, you'll be able to reuse it later, and the Paste table data option will be right there.

Screenshot of an import interface with a red arrow pointing to the "Paste" button for importing broker, crypto, or app data.You can either just paste it straight away...Screenshot of a data import interface allowing users to upload transaction files or paste table data, with highlighted buttons and arrows....or first just the preset and paste inside

Of course, you can also go they other way round and export your data by copying it and pasting in a spreadsheet of your choice.