# Questions **URL:** https://community.mycapitally.com/c/support/questions/13.md?page=1 [Latest](https://community.mycapitally.com/latest.md) · [Categories](https://community.mycapitally.com/categories.md) · [Tags](https://community.mycapitally.com/tags.md) **Page:** 2 --- ## [Return of capital dividend](https://community.mycapitally.com/t/return-of-capital-dividend/746)
**Author:** [@dennis](https://community.mycapitally.com/u/dennis)\ **Replies:** 1\ **Last updated:** [December 19, 2025, 11:41am UTC](https://community.mycapitally.com/t/return-of-capital-dividend/746 "2025-12-19T11:41:32Z")
How do I record a dividend that is described by the issuer as a return of capital. --- ## [Setting number of decimal points](https://community.mycapitally.com/t/setting-number-of-decimal-points/742)
**Author:** [@dennis](https://community.mycapitally.com/u/dennis)\ **Replies:** 1\ **Last updated:** [December 13, 2025, 10:07am UTC](https://community.mycapitally.com/t/setting-number-of-decimal-points/742 "2025-12-13T10:07:37Z")
I would like to see a minimum of two dicemal points for all transactions and the account balance. How do a make that happen, I only see two decimal points for amounts under $1,000, --- ## [Cost base of assets in foreign currency](https://community.mycapitally.com/t/cost-base-of-assets-in-foreign-currency/738)
**Author:** [@rolf](https://community.mycapitally.com/u/rolf)\ **Replies:** 3\ **Last updated:** [December 9, 2025, 9:49pm UTC](https://community.mycapitally.com/t/cost-base-of-assets-in-foreign-currency/738 "2025-12-09T21:49:19Z")
If I purchase stocks from my USD account it does not use the cost base of the USD on my account but of USD at the day I bought the stock. This is obviously wrong. That is why I have dedicated trading accounts in foreign … --- ## [Reorder columns](https://community.mycapitally.com/t/reorder-columns/733)
**Author:** [@claudioivm](https://community.mycapitally.com/u/claudioivm)\ **Replies:** 2\ **Last updated:** [November 23, 2025, 1:16pm UTC](https://community.mycapitally.com/t/reorder-columns/733 "2025-11-23T13:16:23Z")
Hi Rafal. Can I reorder the columns? I remember there was a way to move them, but now I can’t find it. Thank you. --- ## [Setting up a treasury bond asset](https://community.mycapitally.com/t/setting-up-a-treasury-bond-asset/732)
**Author:** [@Jim\_W](https://community.mycapitally.com/u/Jim_W)\ **Replies:** 3\ **Last updated:** [November 22, 2025, 7:28pm UTC](https://community.mycapitally.com/t/setting-up-a-treasury-bond-asset/732 "2025-11-22T19:28:18Z")
I am new to Capitally, trying to set up a US treasury bill/bond asset but somehow missing something or not fully understanding how this should work. I set up the asset (custom asset) . US T bill matures on Dec 16 with… --- ## [Australian Tax Presets](https://community.mycapitally.com/t/australian-tax-presets/726)
**Author:** [@Michael](https://community.mycapitally.com/u/Michael)\ **Replies:** 1\ **Last updated:** [November 9, 2025, 8:48pm UTC](https://community.mycapitally.com/t/australian-tax-presets/726 "2025-11-09T20:48:06Z")
Has anyone set up Tax Presets for the Australian tax system? I am asking in the vague hope someone may save me some time. --- ## [Adjusting cost basis following spinoffs](https://community.mycapitally.com/t/adjusting-cost-basis-following-spinoffs/720)
**Author:** [@jason\_rhodes](https://community.mycapitally.com/u/jason_rhodes)\ **Replies:** 3\ **Last updated:** [November 1, 2025, 6:24pm UTC](https://community.mycapitally.com/t/adjusting-cost-basis-following-spinoffs/720 "2025-11-01T18:24:43Z")
Is there a way to account for this with a new transaction entry? I tried to just sell 0 shares, but editing the value, in attempt to reduce my overall cost basis by that much (what I did in a different investment track… --- ## [Principal Change chart - can I subtract portfolio income?](https://community.mycapitally.com/t/principal-change-chart-can-i-subtract-portfolio-income/721)
**Author:** [@Grzegorz1](https://community.mycapitally.com/u/Grzegorz1)\ **Replies:** 0\ **Last updated:** [November 1, 2025, 12:16pm UTC](https://community.mycapitally.com/t/principal-change-chart-can-i-subtract-portfolio-income/721 "2025-11-01T12:16:09Z")
Currently Principal Change chart (column for each month) shows new money I invested each month, but that does not subtract money that flowed out of the portfolio by income (dividends, interest, etc.), so it shows really … --- ## [Regex on date column import](https://community.mycapitally.com/t/regex-on-date-column-import/718)
**Author:** [@Brian1](https://community.mycapitally.com/u/Brian1)\ **Replies:** 1\ **Last updated:** [October 29, 2025, 3:31pm UTC](https://community.mycapitally.com/t/regex-on-date-column-import/718 "2025-10-29T15:31:20Z")
I’m trying to set up a custom import of transactions in a CSV file. Most dates in the date column look like this: 10/29/2025. Those dates are interpreted correctly. Some dates look like this: 10/29/2025 as of 10/27/2025.… --- ## [Automatic tracking of mutual fund capital gains](https://community.mycapitally.com/t/automatic-tracking-of-mutual-fund-capital-gains/711)
**Author:** [@derek1](https://community.mycapitally.com/u/derek1)\ **Replies:** 3\ **Last updated:** [October 26, 2025, 8:15am UTC](https://community.mycapitally.com/t/automatic-tracking-of-mutual-fund-capital-gains/711 "2025-10-26T08:15:14Z")
A mutual fund I entered correctly pulled up dividends paid at the end of each year and properly accounted for reinvesting into new shares. However, it doesn’t seem to be capturing additional distributions made at the sa… --- ## [Did I initialize capitally correctly](https://community.mycapitally.com/t/did-i-initialize-capitally-correctly/710)
**Author:** [@david\_harper](https://community.mycapitally.com/u/david_harper)\ **Replies:** 9\ **Last updated:** [October 25, 2025, 8:25pm UTC](https://community.mycapitally.com/t/did-i-initialize-capitally-correctly/710 "2025-10-25T20:25:20Z")
Hello, I just started a trial. I’ll admit the user interface takes some getting used to. Can I just check that I initialized correctly (see below). I have two accounts at Schwab: a regular taxable account, and an IRA. Th… --- ## [Is there a way to chart future returns on expected bond coupon payments](https://community.mycapitally.com/t/is-there-a-way-to-chart-future-returns-on-expected-bond-coupon-payments/713)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 1\ **Last updated:** [October 24, 2025, 2:01pm UTC](https://community.mycapitally.com/t/is-there-a-way-to-chart-future-returns-on-expected-bond-coupon-payments/713 "2025-10-24T14:01:15Z")
Hi, is there a way to change the chart to project the future growth when I have all of the future bond coupon payments created? thanks --- ## [Custom assets - I can upload historical data as a csv?](https://community.mycapitally.com/t/custom-assets-i-can-upload-historical-data-as-a-csv/705)
**Author:** [@raphael\_cho](https://community.mycapitally.com/u/raphael_cho)\ **Replies:** 3\ **Last updated:** [October 16, 2025, 8:28am UTC](https://community.mycapitally.com/t/custom-assets-i-can-upload-historical-data-as-a-csv/705 "2025-10-16T08:28:59Z")
Hi, I have created a bond (US treasury) and is it possible to upload historical data with csv? I would like to upload 2-year data of the bond. Thanks --- ## [How to include cash like investments in the Cash report?](https://community.mycapitally.com/t/how-to-include-cash-like-investments-in-the-cash-report/703)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 2\ **Last updated:** [October 14, 2025, 3:15pm UTC](https://community.mycapitally.com/t/how-to-include-cash-like-investments-in-the-cash-report/703 "2025-10-14T15:15:00Z")
hi - question in this regard please: The Cash report is very useful and I would like to also add cash like investments to that report but I can’t seem to do it. For example CSH2 LU1230136894 is cash like. I tried to add … --- ## [Create custom Categories / Tags for Liquidity/Risk asset types](https://community.mycapitally.com/t/create-custom-categories-tags-for-liquidity-risk-asset-types/699)
**Author:** [@FIRE\_2035](https://community.mycapitally.com/u/FIRE_2035)\ **Replies:** 1\ **Last updated:** [October 11, 2025, 6:33am UTC](https://community.mycapitally.com/t/create-custom-categories-tags-for-liquidity-risk-asset-types/699 "2025-10-11T06:33:53Z")
I would like to classify my assets in four categories of Liquidity/Risk and to be able to display them in chart, pie-chart or x-ray type of charts: 1. Very High Liquidity / Very Low Risk 2. High Liquidity / Low–Moderat… --- ## [Adding share that was gifted by employer](https://community.mycapitally.com/t/adding-share-that-was-gifted-by-employer/695)
**Author:** [@Li\_T](https://community.mycapitally.com/u/Li_T)\ **Replies:** 1\ **Last updated:** [October 8, 2025, 7:28am UTC](https://community.mycapitally.com/t/adding-share-that-was-gifted-by-employer/695 "2025-10-08T07:28:24Z")
Hi, wondering how I might add a share that was awarded by my employer - as the “buy” price is $0, but still want to reflect the current value --- ## [Allocation percentage calculation](https://community.mycapitally.com/t/allocation-percentage-calculation/692)
**Author:** [@Andries\_Zwikstra](https://community.mycapitally.com/u/Andries_Zwikstra)\ **Replies:** 3\ **Last updated:** [October 7, 2025, 12:40pm UTC](https://community.mycapitally.com/t/allocation-percentage-calculation/692 "2025-10-07T12:40:33Z")
The allocation metric in the portfolio view is now calculated as the value of the asset divided by the total gross absolute value of all assets in the portfolio. This creates a rather non-meaningful number for the portfo… --- ## [UK GILTS - not available, is it possible please?](https://community.mycapitally.com/t/uk-gilts-not-available-is-it-possible-please/691)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 1\ **Last updated:** [October 2, 2025, 10:24am UTC](https://community.mycapitally.com/t/uk-gilts-not-available-is-it-possible-please/691 "2025-10-02T10:24:38Z")
UK GILTS are the UK Treasuries issued by the UK Government. In the UK they are very popular because they don’t pay capital gains tax and are safe. For some reason I cannot seem to be able to create a Gilt as an asset, s… --- ## [Calculate correct exchange rate on foreign capital gains sales gains for UK residents](https://community.mycapitally.com/t/calculate-correct-exchange-rate-on-foreign-capital-gains-sales-gains-for-uk-residents/690)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 3\ **Last updated:** [October 1, 2025, 6:40pm UTC](https://community.mycapitally.com/t/calculate-correct-exchange-rate-on-foreign-capital-gains-sales-gains-for-uk-residents/690 "2025-10-01T18:40:55Z")
Hello, just started with Capitally and I am so very impressed with everything you have here, thank you.:grinning\_face: Is there a way to modify the exchange rate displayed on sales of stock so that it reflects UK tax le… --- ## [Need help to Add Currency transactions](https://community.mycapitally.com/t/need-help-to-add-currency-transactions/679)
**Author:** [@fabrice](https://community.mycapitally.com/u/fabrice)\ **Replies:** 2\ **Last updated:** [September 10, 2025, 6:17pm UTC](https://community.mycapitally.com/t/need-help-to-add-currency-transactions/679 "2025-09-10T18:17:48Z")
Hello, super new here. On 28.11.24 I Sold 140,000 EUR to Buy Japanese Yen. Is screenshot 1 correct? On 09.09.25 I Sold Japanese Yen to Buy 97,000 EUR. Is screenshot 2 correct? Thank you so much :)) --- ## [Separation bars](https://community.mycapitally.com/t/separation-bars/656)
**Author:** [@bizon](https://community.mycapitally.com/u/bizon)\ **Replies:** 1\ **Last updated:** [August 13, 2025, 9:05am UTC](https://community.mycapitally.com/t/separation-bars/656 "2025-08-13T09:05:42Z")
Hello, I’d like to ask if there’s a possibility to hide bars which separates position/assets in portfolio? For example, I’m on a portfolio default page, which is positions, I’m seeing a list of my positions sorted by v… --- ## [Loans and Deposits](https://community.mycapitally.com/t/loans-and-deposits/652)
**Author:** [@Adrian\_Bajeczny](https://community.mycapitally.com/u/Adrian_Bajeczny)\ **Replies:** 8\ **Last updated:** [August 11, 2025, 9:47pm UTC](https://community.mycapitally.com/t/loans-and-deposits/652 "2025-08-11T21:47:55Z")
Hi there. Brilliant little project, however some things elude me. I managed to set up my deposit properly, it calculates properly, because I compared the same config in my fund, however: I am unsure, if the value I can … --- ## [Import from XTB](https://community.mycapitally.com/t/import-from-xtb/645)
**Author:** [@Rafal\_Jasica](https://community.mycapitally.com/u/Rafal_Jasica)\ **Replies:** 1\ **Last updated:** [August 4, 2025, 5:24pm UTC](https://community.mycapitally.com/t/import-from-xtb/645 "2025-08-04T17:24:10Z")
I’m just starting out here, maybe someone has had a similar issue and can give me some advice. I’m trying to import a report from XTB. Unfortunately, for some positions where I held fractional shares and sold them entire… --- ## [Cash Accounts / Balances / Transactions not being created](https://community.mycapitally.com/t/cash-accounts-balances-transactions-not-being-created/633)
**Author:** [@David](https://community.mycapitally.com/u/David)\ **Replies:** 2\ **Last updated:** [July 25, 2025, 4:56pm UTC](https://community.mycapitally.com/t/cash-accounts-balances-transactions-not-being-created/633 "2025-07-25T16:56:10Z")
In project settings I have enabled cash tracking across the whole project (ie last choice) My project currency is USD. For brokers in which all transactions are in GBP (only) the cash balances/transactions have been cr… --- ## [Weird cash balance](https://community.mycapitally.com/t/weird-cash-balance/621)
**Author:** [@bizon](https://community.mycapitally.com/u/bizon)\ **Replies:** 8\ **Last updated:** [July 8, 2025, 12:30pm UTC](https://community.mycapitally.com/t/weird-cash-balance/621 "2025-07-08T12:30:50Z")
Hello! I’m using Capitally about a year now, so recently I manually enabled cash balances and set currency to PLN. Than it was perfectly fine, didn’t see any issue. Today I imported two transaction. One asset sold and a… --- ## [Can I use the market price when importing transations?](https://community.mycapitally.com/t/can-i-use-the-market-price-when-importing-transations/518)
**Author:** [@Ale](https://community.mycapitally.com/u/Ale)\ **Replies:** 3\ **Last updated:** [June 18, 2025, 12:03pm UTC](https://community.mycapitally.com/t/can-i-use-the-market-price-when-importing-transations/518 "2025-06-18T12:03:30Z")
I have a transaction log that only reports Date and Value, not quantity/price. Would it be possible to infer the quantity using the Asset market price at the transaction date? --- ## [Support / feature questions?](https://community.mycapitally.com/t/support-feature-questions/608)
**Author:** [@MKRZ](https://community.mycapitally.com/u/MKRZ)\ **Replies:** 3\ **Last updated:** [June 18, 2025, 8:56am UTC](https://community.mycapitally.com/t/support-feature-questions/608 "2025-06-18T08:56:34Z")
I have created an account “JS” in my portfolio. all my holding assets i have added in the same account. but i am confised of the fact how much money/cash i was injected in the account ? there is not such calculation on… --- ## [3-for-1 stock split of Schwab US Dividend Equity ETF (NYSE: SCHD)](https://community.mycapitally.com/t/3-for-1-stock-split-of-schwab-us-dividend-equity-etf-nyse-schd/600)
**Author:** [@Piotr](https://community.mycapitally.com/u/Piotr)\ **Replies:** 4\ **Last updated:** [June 11, 2025, 4:33pm UTC](https://community.mycapitally.com/t/3-for-1-stock-split-of-schwab-us-dividend-equity-etf-nyse-schd/600 "2025-06-11T16:33:13Z")
Hi, How do I reconfigure the purchase data for stocks in my portfolio so that it correctly shows profit/loss after a stock split? This is specifically in reference to the 3-for-1 stock split of Schwab US Dividend Equit… --- ## [Sharing project in 'view only' mode](https://community.mycapitally.com/t/sharing-project-in-view-only-mode/596)
**Author:** [@Jarek](https://community.mycapitally.com/u/Jarek)\ **Replies:** 1\ **Last updated:** [June 4, 2025, 7:21am UTC](https://community.mycapitally.com/t/sharing-project-in-view-only-mode/596 "2025-06-04T07:21:13Z")
Hi, Is there any way to to “share” with somebody (using link or whatever) a project in “view only” mode? Idieally it shall be a “live” link which will bring the person to most current view of summary annd maybe some ot… --- ## [How do I mark a short sale as verified?](https://community.mycapitally.com/t/how-do-i-mark-a-short-sale-as-verified/588)
**Author:** [@Leszek](https://community.mycapitally.com/u/Leszek)\ **Replies:** 1\ **Last updated:** [May 19, 2025, 8:32pm UTC](https://community.mycapitally.com/t/how-do-i-mark-a-short-sale-as-verified/588 "2025-05-19T20:32:38Z")
I’m importing transactions and I came to the account in which I have some short sales. This leads to “Negative balance detected” message and links to How to Fix Data Issues in Capitally - Troubleshooting Guide | Capitall… [Previous page](https://community.mycapitally.com/c/support/questions/13.md) [Next page](https://community.mycapitally.com/c/support/questions/13.md?page=2)