Add a currency to the Currency List

If you track international accounts or enter transactions in foreign currencies, you can add those currencies to Quicken's Currency List. Once added, the currency becomes available when creating new accounts.

To add a new currency

Use the Currency List to manually enter currency details and define its exchange rate.

1. Go to the Tools menu and choose Currency List.

2. Click New.

3. In the Set up New Currency window, fill in the required fields:

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

   • Currency symbol – Enter the symbol used for this currency (for example, ¥).

   • Currency code – Enter a short identifier such as JPY or EUR. This must be unique.

   • Shortcut letter – Enter a one-letter code used to switch between currencies in some reports. This must not duplicate another entry.

   • Amt per $ – Enter how many units of the new currency equal one U.S. dollar.

   • $ per amt – This value is calculated automatically based on what you enter in Amt per $, but you can also enter it manually if needed.

4. Click OK.

The currency is added to the list and will appear as an option when setting up a new account.

Note: You can only assign a currency during account setup. To use the new currency, create a new account and select the currency from the Currency drop-down. You can't change the currency of an existing account.

After you add the currency

• The currency appears in the Currency List.

• You can edit or delete the entry using the Edit and Delete buttons.

• Exchange rates are not updated automatically. You must update rates manually or use the Update button if available.