Budgeting

How do I change currency and conversion rates in my budget?

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Here is how to change either the main currency, currency conversion rates or add additional currencies to your budget.

  1. Click Budgeting in the sidebar menu.
  2. In the budget list, click on the name of the budget you want to work with.
  3. On the top sheet page of your budget, click Settings in the orange toolbar.
    • To change the main currency, click on the pen icon next to your main currency. Note: We do not recommend changing the main currency if you have already started to budget as you will need to go through and adjust all numbers.
    • To adjust currency rates or add a currency, click the pen icon next to the Other currencies label. Update conversion rates and add additional currencies as needed.

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