How do I change the home currency?

The home currency sets the default currency for reports, balances, and all summary values in your file. Every other currency is treated as foreign and converted using the most recent exchange rate.

You can change the home currency at any time, but doing so may affect existing accounts. Some accounts may switch to the new home currency automatically.

Why this is a rare action

Most people set the home currency once and never need to change it. Quicken supports accounts in multiple currencies, so you can track international transactions without changing your file’s default currency.

Changing the home currency is a file-wide action. It affects every account, transaction, report, and currency setting. Some accounts may adopt the new currency automatically, and there’s no undo beyond restoring a backup. For these reasons, change the home currency only when absolutely necessary.

When to change the home currency

Change the home currency only if you need to manage all your finances in a different base currency. This is typically appropriate after moving to a new country or shifting your financial reporting to a different currency standard.

If you just need to track accounts in a foreign currency, use Quicken’s multi-currency support instead.

Change the home currency

1. Choose Tools > Currency List.

2. Select the currency you want to use as your new home currency.

3. Choose Home.

4. In the warning message, choose OK to continue.

Changing the home currency may also change the currency setting for some existing accounts. Review your accounts carefully after making the change.

Check which currency is set as home

In the Currency List, the Home column shows which currency is currently set as the home currency.