All About CURRENCIES

Your base currency is set during the registration of your new Wallet account. Once you set this it CANNOT BE CHANGED. Choose wisely. 

You can then add other currencies in Wallet, in order to add non-base currency accounts.

1. Add a currency (must be done first!)

In Settings > Currencies, tap the [+] button, and search for your desired currency. Or, from the New Record screen, tap on the Currency code > Add > choose from the list of currencies.

 


  

2. Set an Exchange Rate

  • Currency - select a required currency to be added (e.g. EUR - Euro).
  • Rate - the actual exchange rate is automatically updated for the current day if the device is connected to the internet. Otherwise, the rate must be set manually in relation to the base currency (e.g. how many USD is 1 CZK). You can also turn off the auto currency updater under Settings > Notification Centre > Currency Rate Updates.

When you are finished with the setting of the rate, save the form.

 

3. Modify a currency

Tap on the currency in the list of currencies. The rate will be automatically updated if you have an internet connection. You can change the value manually at any time.

4.  How to use currencies

  • Tap to create a new Record.
  • Select the required currency.
  • Save the Record with the selected currency.
  • The amount is converted into the base currency on the Dashboard and in the Overview.

If you want to see the amount also in the second currency (in the Overview), you must deselect Show balance in every record.

 

5. Delete a currency

A currency cannot be deleted if it is used in a Record. The Record(s) must be deleted first. See here.

Have more questions? Submit a request

2 Comments

  • 1
    Avatar
    Esteban Maddocks

    How can I add a transference between two wallets with diferent currencies? Example: transfer ARS1000 to USD wallet? Is there a way to define a manual rate individually per transaction?

  • 0
    Avatar
    Tom Adrh

    1) Potřebujeme mít možnost RUČNĚ nastavit konverzní poměr u bankovních převodů. Reálné částky se mohou velmi lišit.

    2) Automatický update konverzního poměru měn je dobrý tak akorát na výpočet zůstatku, ale na vytváření transakcí je nepoužitelný, protože realný konverzní poměr bude v 99,9% jiný než ten který si aplikace stáhne z internetu. Proto prosím PŘIDEJTE MOŽNOST VLOŽENÍ VLASTNÍHO KONVERZNÍHO POMĚRU PŘÍMO do procesu vytváření transkací. Jinak je schopnost více měn prakticky nepoužitelná.

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    1) We need to be able to manually set the conversion rate for bank transfers. The real amounts very differ from computed ones.

    2) The automatic currency conversion rate updated from the internet is good for calculating the balance only!

    For manually creating of transaction it is completely useless because the real conversion rate will be in 99.9% cases different than the conversion rate download from the Internet by the app. Therefore, please ADD the option of MANUALLY ENTERED OWN CONVERSION RATE into the dialog of creating transition.

    Otherwise, the ability of multiple currencies is practically unusable and worthless.

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