ClearCheckbook Knowledge Base

ClearCheckbook Knowledge Base

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Currency Conversion Settings

If you have accounts with varying currencies, you can manage the conversions here.

You can find the Currency Conversion settings by clicking on Settings at the top right side of the page, then click on Currency Conversion under the Manage Your: header.

Managing Conversions

Currency conversions are automatically updated nightly but you can view and update the conversions manually at any time. The form lets you set the rate between your default currency and the specified currency.

Currency Conversion Settings - Manage Conversions form
Sample showing conversion form

If you have many different accounts with different currencies, each currency will be listed.

Currency Conversion Settings - Manage Conversions form
Sample showing conversion form with many currencies
You can opt to disable automatic nightly updates by checking the Do not auto-update my currency conversions each night. Keep my manually entered rates above. checkbox and then click the Save button.

Conversions in your Account Balances

Accounts with currencies that differ from your default currency will appear italicized in the Account Balances list. The amount next to the account will appear in the currency associated with that account.

Currency Conversion Settings - Different currencies in Account Balances
Example of an account with a different currency

The overall balances will show the balance with all accounts being converted to the default currency.

You can hover over the italicized amount to see what the conversion is to your default currency.

Currency Conversion Settings - Different currencies in Account Balances
Hover to see conversion details

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