Import by copy&paste

Capitally offers a user-friendly feature that allows you to import transactions directly from a spreadsheet or any other table format. This is an efficient way to synchronize Capitally with your existing tracking spreadsheet or import data from sources that don't provide a CSV download option.

The process is basically the same as importing data from a CSV file. The only difference is that after copying the table, you'll select the Transactions in a table template (or a previously created one), and then click on Paste table data.

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.