Bulk edit of transaction Quantity / Price / Value - with formula and market-price support

Roadmap Proposals
1

The problem

I have several thousand manually created Transfer In transactions. Each one needs its Cashflow to be a fixed small amount in a chosen currency (0.1 CHF in my case), while the Price stays the asset’s market price on the transaction’s own date.

Today the only lossless way to do this is one transaction at a time: open the transaction, switch the Price currency to CHF, click the “Market Price on ” link so the Price field fills with the full-precision market price, then type a formula into Quantity (for example 0.1/143.313352), check that Cashflow reads 0,1 CHF, and Save. Measured end to end that is about 13 seconds per transaction, so roughly 13 hours for 3,600 transactions.

What I would like

  1. Extend the existing bulk action bar (it already has Tags, Lot Group, Account, Confirm) with an “Edit fields” action that can set Quantity, Price, Value/Cashflow, Price currency, Fee and Tax across the whole selection.
  2. Allow a formula in those fields with access to per-transaction context - above all the market price on that transaction’s own date. For example Quantity = 0.1 / MarketPrice. Even better: let me set Value/Cashflow = 0.1 CHF directly and have Quantity derived from the market price, exactly the way the single-transaction dialog already does it.
  3. A bulk “use market price on transaction date” action, equivalent to clicking the Market Price link in the dialog.
  4. A bulk “set price currency”, since a selection can easily contain mixed currencies.

Why the import route is not a good substitute

Re-importing the same transactions by copy&paste creates duplicates that have to be flipped from “duplicate” to “update” one by one, asset matching by ISIN can come back as None and needs manual repair, and it is easy to drop transaction Tags and Notes along the way. An in-place bulk edit avoids all of that: nothing is created, nothing is deleted, and tags, notes and lot groups stay attached to the original transaction.

Nice to have

  • A preview table showing the resulting Quantity / Price / Cashflow for every selected row before applying.
  • One-step undo through Changes History, since a bulk edit across thousands of rows is nerve-racking without it.

Small related bug I ran into

While the Quantity field holds an incomplete expression (for example just 0.1/), the transaction dialog header flips from “Transfer In” to “Transfer Out”. It flips back once the expression is valid, but it is alarming, and it looks like saving at that moment would write the wrong transaction type.

2

Hmm, interesting to know how many people would find this useful.

For now, there’s a quite simple route if you’re using AI on desktop (like Claude Code / Cowork). You can export selected transactions as Capitally items (a JSON file), and ask Claude to create you a script that will perform that operation for you and modify the JSON. You then import it back to the app - transactions will be updated in place. Your JSON file can just hold the transactions to update, with an id and whatever fields should be updated - or whole objects - doesn’t matter.

Technically, you can select all rows by clicking the checkbox in the header, and then switch only one row to update - all selected rows will switch as well.