Importing Data

There are multiple ways to import your data into Capitally. Please review their respective guides:

• Import from a broker or app
• Interactive Brokers - where IBKR import problems are covered; the Flex Query setup itself comes with the preset, on the import screen
• Import from a file
• Import by copy&paste
• Duplicates and re-importing
• Adding transaction manually
• Adding custom assets
• Setting custom asset prices

If the imported data does not look right afterwards, see Import problems.

And if it's time to export, head on to the Exporting Data guide.