10.5. Recording Currency Exchange (How-To)

In order to view your account values displayed in a currency other than their native currency, you will need to set up currency exchange rates. This is accomplised using the Price Editor.

Open the Price Editor by going to Tools -> Price Editor. Click on the Add button to add a new currency exchange. A window will appear to allow you to select the commodity you wish to define the exchange rate for. Click on Select and set the Type to ISO4217 and the Currency/security to EUR (Euro). This window should appear like this:

Select Euro Commodity

Price Editor Select Commodity Window

Click Ok and in the Select Commodity window, set the exchange rate between the selected commodity and the selected currency. In this example, we will set the exchange rate to 1 EUR to 1 USD.

Select Commodity

Price Editor Select Commodity Window

Price Editor Window

The Price Editor window after setting the exchange rate between Euros and US Dollars

Account main window

The main account window after setting the exchange rate between Euros and US Dollars