tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/180-manual-override-for-currencyInfinite Kind: Discussion 2018-10-18T13:54:00Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/2442132009-07-13T15:06:33Z2009-07-13T15:06:33Zmanual override for currency<div><p>Hi Janice</p>
<p>When you enter a transaction in an account that is not in the
base currency to going to an account that is not in the base
currency, you can manually enter the exchange rate. This is in the
box directly under the payment box. See the attached screen
shot.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/2442132009-07-13T15:34:08Z2009-07-13T15:34:08Zmanual override for currency<div><p>Thanks for your help Ben but I guess I should have been more
explicit - I am trying to show funds in different currencies moving
between investment accounts - is there a manual override for
currency exchange these accounts. I tried putting the exchange rate
in different fields but nothing seemed to work. And the base
currency for the accounts is in the respective currencies. We have
the Cdn account set up as a Cdn account base currency and the US
account is based in US dollars. For example, we move $10,000 Cdn
from our Cdn based account into our US based account and the result
is 10, 100 US; but Moneydance is using some other exchange rate and
throwing off our balances.<br>
Thanks<br>
Janice</p></div>rschuttetag:infinitekind.tenderapp.com,2009-01-14:Comment/2442132009-07-13T17:26:23Z2009-07-13T17:26:23Zmanual override for currency<div><p>Hi Janice</p>
<p>I a sorry I assumed you were refering to bank accounts.</p>
<p>It is not possible to manually override the exchange rate for an
investment account transaction from from with in the transaction.
However I believe that if you set the current exchange rate in the
currency history before entering the transaction Moneydance will
use that rater for the transaction.</p>
<p>Click Tools->"Currencies/Exchange Rates...'</p>
<p>Select the currency of interest.</p>
<p>Click "Edit..."</p>
<p>Enter a the rate you want to use in the Rate field.</p>
<p>Click New</p>
<p>Click Done</p>
<p>And then enter the transaction in the investment account.</p>
<p>I am sorry for this inconvenience of this.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/2442132009-07-13T18:46:47Z2009-07-13T18:46:47Zmanual override for currency<div><p>Hi Ben, thanks again. I knew there had to be a way to do that!
Thanks, this did work - I had to delete the original transaction,
manually enter the exchange rate as you described and then re-enter
the transaction. It also took me a little while to realize that the
currency I had to change was the US dollar rate. I guess because
our accounts are based in Cdn - we change around this. (this is a
little different thinking than most - we're always used to seeing
the exchange rate the other way!)</p>
<p>Thanks, this is hopefully the last link in the puzzle to switch
over from Quicken!</p>
<p>Janice</p></div>rschuttetag:infinitekind.tenderapp.com,2009-01-14:Comment/2442132009-07-26T14:35:21Z2009-07-26T14:35:24Zmanual override for currency<div><p>I am suffering from the same issue and saw similar bug reports
already from 2007. When can we expect this to be fixed also in
investment accounts?</p>
<p>Best regards,<br>
Hannu<br></p></div>Hannutag:infinitekind.tenderapp.com,2009-01-14:Comment/2442132009-07-28T19:00:18Z2009-07-28T19:00:18Zmanual override for currency<div><p>Hi Hannu</p>
<p>Are you refering to bug reports in our issue tracking system
located at moneydance.com/trac</p>
<p>If you are, please vote on the ticket to. The more votes the
higher the priority we will give the issue.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/2442132009-07-30T22:05:35Z2009-07-30T22:05:39Zmanual override for currency<div><p>Hi Ben,</p>
<p>Actually I was referring to some threads on this:<br>
<a href=
"http://moneydance.com/forum/YaBB.pl?board=international">http://moneydance.com/forum/YaBB.pl?board=international</a></p>
<p>Thanks for the info on bug tracking, I will try to find
appropriate bug # and vote everyday :)</p>
<p>Hannu</p></div>Hannutag:infinitekind.tenderapp.com,2009-01-14:Comment/2442132009-07-30T22:44:23Z2009-07-30T22:44:24Zmanual override for currency<div><p>I spent some time looking at your ticket database and found the
tickets <a href="/discussions/problems/1613" title=
"Discussion #1613">#1613</a>, <a href="/discussions/problems/791"
title="Discussion #791">#791</a> and <a href=
"/discussions/problems/292" title="Discussion #292">#292</a> to be
most relevant with my multi-currency problems. Also <a href=
"/discussions/problems/1240" title="Discussion #1240">#1240</a>,
<a href="/discussions/problems/683" title=
"Discussion #683">#683</a>, <a href="/discussions/problems/631"
title="Discussion #631">#631</a>, <a href=
"/discussions/problems/536" title="Discussion #536">#536</a>,
<a href="/discussions/problems/489" title=
"Discussion #489">#489</a> and <a href="/discussions/problems/249"
title="Discussion #249">#249</a> seemed to be somehow
connected.</p>
<p>Have a good one,<br>
Hannu</p></div>Hannu