# \#transactions **URL:** https://community.mycapitally.com/tag/transactions/28.md [Latest](https://community.mycapitally.com/latest.md) · [Categories](https://community.mycapitally.com/categories.md) · [Tags](https://community.mycapitally.com/tags.md) --- ## [Recycled cash, amount originally invested in different currencies](https://community.mycapitally.com/t/recycled-cash-amount-originally-invested-in-different-currencies/844)
**Author:** [@k111](https://community.mycapitally.com/u/k111)\ **Replies:** 11\ **Last updated:** [October 8, 2026, 8:46am UTC](https://community.mycapitally.com/t/recycled-cash-amount-originally-invested-in-different-currencies/844 "2026-10-08T08:46:41Z")
Hi, I am struggling to track the actual and real tracking of amount invested versus cash recycled resulting from operations. After goign through the fourm and trying with different approaches in Capitally, such as creat… --- ## [Manual operations](https://community.mycapitally.com/t/manual-operations/847)
**Author:** [@k111](https://community.mycapitally.com/u/k111)\ **Replies:** 0\ **Last updated:** [September 29, 2026, 3:56pm UTC](https://community.mycapitally.com/t/manual-operations/847 "2026-09-29T15:56:54Z")
Woudl be great to be able to quickly recognise manual operations with a hand oicon or somethign similar, to differentiate when we manually add an operation versus when it comes from an import. --- ## [Incorrect return for sold spin-off actions](https://community.mycapitally.com/t/incorrect-return-for-sold-spin-off-actions/836)
**Author:** [@jakub1](https://community.mycapitally.com/u/jakub1)\ **Replies:** 3\ **Last updated:** [August 19, 2026, 1:48pm UTC](https://community.mycapitally.com/t/incorrect-return-for-sold-spin-off-actions/836 "2026-08-19T13:48:29Z")
Hi @rafal, This year i received Creotech Quantum stocks due to spin-off. I have sold some of them with profit, but Capitally shows that I’m in loss. I have used Spin-off transaction type and it seems that calculations d… --- ## [Recurring transactions](https://community.mycapitally.com/t/recurring-transactions/52)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 7\ **Last updated:** [July 6, 2026, 7:27am UTC](https://community.mycapitally.com/t/recurring-transactions/52 "2026-07-06T07:27:44Z")
An option to repeat a transaction on a recurring basis, like buying N-amount of stock every month at the market value, or paying a constant fee each quarter, or adding money to the account once a month. For those who do… --- ## [Unconfirmed Transactions](https://community.mycapitally.com/t/unconfirmed-transactions/789)
**Author:** [@roger\_running](https://community.mycapitally.com/u/roger_running)\ **Replies:** 6\ **Last updated:** [April 14, 2026, 10:45am UTC](https://community.mycapitally.com/t/unconfirmed-transactions/789 "2026-04-14T10:45:24Z")
After importing transaction history, especially “SPLIT” transactions (which are added automatically) are showing up as unconfirmed … does this “unconfirmed” flag of the transaction have an effect on anything, like portfo… --- ## [StockSplit - Swissquote](https://community.mycapitally.com/t/stocksplit-swissquote/784)
**Author:** [@roger\_running](https://community.mycapitally.com/u/roger_running)\ **Replies:** 4\ **Last updated:** [March 17, 2026, 10:00am UTC](https://community.mycapitally.com/t/stocksplit-swissquote/784 "2026-03-17T10:00:01Z")
Hi, I am importing transactions from Swissquote broker and all but 2 stock splits get recognised. I tried to add them manually in the “under the hood” mode, but am not getting it recognised. Can you help pls. here i… --- ## [Free and effective trading journal tools](https://community.mycapitally.com/t/free-and-effective-trading-journal-tools/729)
**Author:** [@tsuki](https://community.mycapitally.com/u/tsuki)\ **Replies:** 1\ **Last updated:** [January 21, 2026, 7:55am UTC](https://community.mycapitally.com/t/free-and-effective-trading-journal-tools/729 "2026-01-21T07:55:19Z")
What trading journal tools are people using? --- ## [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… --- ## [Order of entering transactions manually](https://community.mycapitally.com/t/order-of-entering-transactions-manually/712)
**Author:** [@derek1](https://community.mycapitally.com/u/derek1)\ **Replies:** 3\ **Last updated:** [October 25, 2025, 6:22am UTC](https://community.mycapitally.com/t/order-of-entering-transactions-manually/712 "2025-10-25T06:22:12Z")
When entering manually a holding I have had for several years, both buying and partially selling, it appears like you really have to enter everything in precise eorder, and perhaps only confirm dividends in order also? … --- ## [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 :)) --- ## [Additional information in transactions](https://community.mycapitally.com/t/additional-information-in-transactions/644)
**Author:** [@Jake\_Webster](https://community.mycapitally.com/u/Jake_Webster)\ **Replies:** 4\ **Last updated:** [August 4, 2025, 2:58pm UTC](https://community.mycapitally.com/t/additional-information-in-transactions/644 "2025-08-04T14:58:04Z")
In the case of US and state taxes, dividend income is often classified multiple ways, with a combination of splits (e.g qualified vs unqualified) and subsets (exempt interest dividends vs specified private activity bond … --- ## [Historical market price not updating when switching symbols](https://community.mycapitally.com/t/historical-market-price-not-updating-when-switching-symbols/604)
**Author:** [@Moritz](https://community.mycapitally.com/u/Moritz)\ **Replies:** 1\ **Last updated:** [July 3, 2025, 5:01am UTC](https://community.mycapitally.com/t/historical-market-price-not-updating-when-switching-symbols/604 "2025-07-03T05:01:13Z")
Found another small issue when entering multiple transactions in sequence. When I change the symbol/ticker in the account field, the historical market price doesn’t update automatically - it still shows the historical pr… --- ## [Error while adding transactions](https://community.mycapitally.com/t/error-while-adding-transactions/610)
**Author:** [@Chintal\_Patel](https://community.mycapitally.com/u/Chintal_Patel)\ **Replies:** 2\ **Last updated:** [June 21, 2025, 8:22am UTC](https://community.mycapitally.com/t/error-while-adding-transactions/610 "2025-06-21T08:22:39Z")
Issue 1) I am getting below error while adding transactions. This is the first time I am adding the asset. Issue 2) When I have the asset it should add transaction, right? Why I only see “Add asset” everywhere even in… --- ## [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? --- ## [How do I record Bonus payout Stocks received by Company in transactions](https://community.mycapitally.com/t/how-do-i-record-bonus-payout-stocks-received-by-company-in-transactions/563)
**Author:** [@Mazin\_Ahsan](https://community.mycapitally.com/u/Mazin_Ahsan)\ **Replies:** 1\ **Last updated:** [April 27, 2025, 8:13pm UTC](https://community.mycapitally.com/t/how-do-i-record-bonus-payout-stocks-received-by-company-in-transactions/563 "2025-04-27T20:13:19Z")
Hi, How can i add bonus transaction where Company have given me Bonus stock shares. e.g. I own 20 stock shares of Company A, the company gives me a Bonus share payout of 800% in shares. Can you please guide me on how … --- ## [Make pricing data available during import](https://community.mycapitally.com/t/make-pricing-data-available-during-import/520)
**Author:** [@Ale](https://community.mycapitally.com/u/Ale)\ **Replies:** 0\ **Last updated:** [March 6, 2025, 11:14am UTC](https://community.mycapitally.com/t/make-pricing-data-available-during-import/520 "2025-03-06T11:14:20Z")
In some circumstances, when transaction details are only partially available, importing a transaction at its market price might be necessary. I would be handy to have a function that returns the market price at the trans… --- ## [Buying assets doesn't change cash balance on account](https://community.mycapitally.com/t/buying-assets-doesnt-change-cash-balance-on-account/501)
**Author:** [@Krystian\_Rajski](https://community.mycapitally.com/u/Krystian_Rajski)\ **Replies:** 3\ **Last updated:** [March 4, 2025, 11:34am UTC](https://community.mycapitally.com/t/buying-assets-doesnt-change-cash-balance-on-account/501 "2025-03-04T11:34:36Z")
I have set up Firstrade account, successfully imported history of transactions and added USD cash balance. I have bought a couple of ETFs and I noticed that cash balance on the account wasn’t changed. I tried both Buy an… --- ## [Can I transfer money between two cash accounts?](https://community.mycapitally.com/t/can-i-transfer-money-between-two-cash-accounts/500)
**Author:** [@Krystian\_Rajski](https://community.mycapitally.com/u/Krystian_Rajski)\ **Replies:** 1\ **Last updated:** [February 20, 2025, 6:01pm UTC](https://community.mycapitally.com/t/can-i-transfer-money-between-two-cash-accounts/500 "2025-02-20T18:01:22Z")
I have set up multiple cash accounts. I’d like to transfer money from one account (bank) to another account (broker). Is it possible? --- ## [Portfolio chart and average share buy price](https://community.mycapitally.com/t/portfolio-chart-and-average-share-buy-price/412)
**Author:** [@bizon](https://community.mycapitally.com/u/bizon)\ **Replies:** 4\ **Last updated:** [December 19, 2024, 9:48am UTC](https://community.mycapitally.com/t/portfolio-chart-and-average-share-buy-price/412 "2024-12-19T09:48:10Z")
Hello, I’ve got two questions I couldn’t figure out. First, can we get an additional chart in portfolio alongside Value and Principal, that will show a Principal minus Realized Returns? It could help show changes in ti… --- ## [Creating transation where i sell one crypto for another](https://community.mycapitally.com/t/creating-transation-where-i-sell-one-crypto-for-another/285)
**Author:** [@Jarek](https://community.mycapitally.com/u/Jarek)\ **Replies:** 3\ **Last updated:** [December 5, 2024, 8:58am UTC](https://community.mycapitally.com/t/creating-transation-where-i-sell-one-crypto-for-another/285 "2024-12-05T08:58:03Z")
hi, i am trying to figure out how to create one transaction where i sell ETH for USDT. I have tried “sell”, “transfer” etc but no luck. ETH ballance is updated but USDT value is not updating in “positions”/“assets”. How … --- ## [How can I add advisor fees to an account](https://community.mycapitally.com/t/how-can-i-add-advisor-fees-to-an-account/318)
**Author:** [@Tom\_S](https://community.mycapitally.com/u/Tom_S)\ **Replies:** 1\ **Last updated:** [November 25, 2024, 9:07pm UTC](https://community.mycapitally.com/t/how-can-i-add-advisor-fees-to-an-account/318 "2024-11-25T21:07:17Z")
I have a couple advisor-managed accounts who charge me a monthly fee. Is there a way to add that in to the picture? It’s not directly related to a single asset, but rather the total value of the account, so it fluctuates… --- ## [Returns are calculated the wrong way](https://community.mycapitally.com/t/returns-are-calculated-the-wrong-way/275)
**Author:** [@Early\_Bird](https://community.mycapitally.com/u/Early_Bird)\ **Replies:** 1\ **Last updated:** [October 18, 2024, 6:47am UTC](https://community.mycapitally.com/t/returns-are-calculated-the-wrong-way/275 "2024-10-18T06:47:12Z")
Hello. I have a situation. I entered some transactions all seems ok, I have this market value, realised returns and total returns: then I entered some sell transactions, and something very wired is happening. the n… --- ## [Transaction fees](https://community.mycapitally.com/t/transaction-fees/248)
**Author:** [@Chintal\_Patel](https://community.mycapitally.com/u/Chintal_Patel)\ **Replies:** 1\ **Last updated:** [September 16, 2024, 4:05pm UTC](https://community.mycapitally.com/t/transaction-fees/248 "2024-09-16T16:05:06Z")
The fees in transaction should be in positive or negative? --- ## [Confusing - transaction history error message](https://community.mycapitally.com/t/confusing-transaction-history-error-message/216)
**Author:** [@Chintal\_Patel](https://community.mycapitally.com/u/Chintal_Patel)\ **Replies:** 5\ **Last updated:** [August 7, 2024, 5:41am UTC](https://community.mycapitally.com/t/confusing-transaction-history-error-message/216 "2024-08-07T05:41:56Z")
I recently uploaded and manually check all the transactions before importing it to capitally. Once importing was completed, I am seeing “Project history has conflict” error every time I load the page. Clicked on the lin… --- ## [Stock split transaction?](https://community.mycapitally.com/t/stock-split-transaction/174)
**Author:** [@Roel](https://community.mycapitally.com/u/Roel)\ **Replies:** 4\ **Last updated:** [July 13, 2024, 8:18am UTC](https://community.mycapitally.com/t/stock-split-transaction/174 "2024-07-13T08:18:27Z")
How do I import a stock split transaction? There does not seem to be a transaction type for a stock split. Do I have to do a sell of the old quantity and a buy of the new quantity?