Add a currency to the Currency List

If you track accounts or enter transactions in a foreign currency, add that currency to the Currency List so you can select it when you create a new account.

Add a new currency

Use the Currency List to add the currency and set an exchange rate.

1. Choose Tools > Currency List.

2. In the Currency List window, select New.

3. In the Set up New Currency window, enter the currency details.

   Fields marked with an asterisk (*) are required.

   • Currency name*: Enter the full name (for example, Japanese Yen).

   • Currency symbol*: Enter the symbol (for example, ¥).

   • Currency code: Enter a short code (for example, JPY or EUR).

   • Shortcut letter: Enter a single letter used to identify the currency in some places.

   • Amt per $: Enter how many units of the currency equal 1 U.S. dollar.

   • $ per amt: Enter how many U.S. dollars equal 1 unit of the currency.

4. Select OK.

The new currency appears in the Currency List.

Use the currency in an account

You choose an account’s currency when you create the account.

• To use the new currency, create a new account and select it from the Currency list during setup.

• You can’t change the currency for an existing account.

Maintain currencies and exchange rates

After you add a currency, manage it from the Currency List window.

• To change or remove a currency, select it and then choose Edit or Delete.

• To get updated exchange rates, select Update (if available for your currencies).

• To close the list, select Done.