entering transactions in different currency / changing primary currency

Pascal

15 Dec, 2012 04:33 PM

Hi,

I have 2 questions:
- how do i enter amounts in foreign currency? this is in an account where there are so far only US$ items, but i want to enter a GBP amount. - i've moved from US to UK, so i'd like to change my primary currency to GBP instead of US. how do i do that?

Pascal

  1. #1 Posted by Jon Hoover on 17 Dec, 2012 08:03 PM

    Hi Pascal,
    When you create an account you specify the currency type it has. Since most of your accounts will correspond with actual accounts at financial institutions the currency of that account will usually correspond with the currency that the real account is in. You can however have a transaction that is in an account of one currency but is charged to a category that is in a different currency.
    Please tell me a little more about the types of transactions and accounts you plan to have when you move and I can advise how to set things up.
    Sincerely,
    Jon Hoover, Moneydance Support

  2. System closed this discussion on 31 Mar, 2015 03:52 PM.

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