Does capitally support cost basis adjustments?

I’m just recently trying capitally, and as far as I can tell it doesn’t support adding expenses which adjust the cost basis. This is something we do in Australia.

E.g., if you own property, you can add some expenses and rather than be income deductible, they actually increase the cost basis of the investment. E.g., a $1,000 expenses on an investment made for $100,000 will increase the cost basis of that lot to $101,000.

Or in some cases there may be an increase in the cost for a managed investment (called AMIT Cost basis increase), in which case the expense is actually distributed among all per-existing lots proportionality. E.g., you bought 100 units in a fund on 01/01/2024, then another 100 units on 01/12/2024. The $100 AMIT cost basis increase is then distributed so that $50 goes to the first parcel (100 * 100/200) and $50 to the second parcel.

Same principle might apply to gold bullion, for example, if there are custody fees.

As far as I can tell, capitally doesn’t support this. When I had an expense, unless it’s a fee linked to a specific buy/sell, it simply increases expense and is assumed to be income deductible rather than a part of capital gains cost.

You’re right, and sorry for the slow reply: Capitally currently has no standalone transaction for increasing or decreasing an existing lot’s cost basis without changing its quantity or cash, nor a way to allocate an AMIT adjustment proportionally across existing lots. Costs tied to a specific acquisition can currently be included as fees on that Buy, but the Australian tax preset does not handle managed-fund distributions or AMIT cost-basis adjustments.

I’ve noted this as a feature request, covering both adjustments to individual lots and proportional allocation across multiple lots.