Currencyies issue

Moshe's Avatar

Moshe

26 Apr, 2025 02:37 AM

Hello,

I just bought the software after many years of using Quicken.
When I migrate my Quicken data and import it into Moneydance, I specify my default currency which is not Dollars.
When I start the import, it asks me of each account's currency. The list of currencies it offers at that point is VERY limited, and I do not see at that time any option to select another one.

Please help

  1. 1 Posted by dwg on 26 Apr, 2025 02:40 AM

    dwg's Avatar

    You need to add what currencies you will be using to Moneydance's summary page.

    This was the Developer's workaround to deal with some issues around having a scrollable list.

  2. 2 Posted by Moshe Kfir on 26 Apr, 2025 03:13 AM

    Moshe Kfir's Avatar

    It also looks like if I set a default currency to a specific one, I
    cannot change it to another currency.
    Am I right?

    Moshe Kfir

  3. 3 Posted by dwg on 26 Apr, 2025 03:26 AM

    dwg's Avatar

    I'm a fellow Moneydance customer.

    Not really, but there are implications.

    The Default currency sets the initial currency of all accounts and categories, it is also the currency of any accounts created in the future if you do not explicitly set them.

    If you change the default currency it will NOT change the currency of any existing Account or Category, only set what currency future created accounts will be in.

    The default currency determines what currency reports are displayed in at the totals level.

  4. 4 Posted by Moshe Kfir on 26 Apr, 2025 03:33 AM

    Moshe Kfir's Avatar

    OK, great. It sounds good, as sometimes I want to see my net worth in
    Dollars, and sometimes in Israeli Shekels

    Moshe Kfir

  5. Maddy closed this discussion on 30 Apr, 2025 10:09 AM.

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