Drop a supported file anywhere in your project, and Capitally will open an unambiguous template or ask you to choose one. When you are viewing an account in Portfolio, Import here targets the import at that account and opens its last-used template, or the template picker if the account has no import history.
Choose the guide for the way you want to import:
- 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.