Currencies
The household has one base currency. Each account and each security has its own currency. A currency code appears once. Exchange rates are stored as decimals with up to eight places.
Steps
- Open Currencies.
- Use Base currency to change the household default.
- Choose Add currency for a three-letter code that is not already listed.
- Enter a from/to pair, a date, and a rate, then choose Save rate.
A cross-currency holding uses the latest matching rate. Price download and rate download stay off unless you check Allow optional price download. No quote provider is wired in this release.
If this goes wrong
If a second USD appears, you tried to add a code that already exists. Each currency is unique. Undo a bad rate with ⌘Z / Ctrl+Z.