Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

What is the safest way to select Currency in Investment Prop

General questions about using Fund Manager that do not fit into any other forum.

Postby ThomasK » Tue Aug 09, 2022 9:53 am

Hi Mark

Multi-currency question.
I use "$" for USD and "¢" for CAD, setup as per Online Help (I have asked some similar questions).
FM example of Currency Settings.jpg
FM example of Currency Settings.jpg (33.65 KiB) Viewed 1050 times

Currency pull-down in Investment Properties that the sequence is as shown in the image:
FM example of which symbol to choose.jpg
FM example of which symbol to choose.jpg (95.9 KiB) Viewed 1050 times


Question:
Is there a difference between the "$" circled in red vs the one in green? Or is the top one circled in red simply the "default" AND SO TO BE SAFE I should always select the $ in green for USD??

Thanks,
Thomas
ThomasK
 
Posts: 173
Joined: Tue Jun 05, 2012 9:46 pm
Location: Toronto, ON, Canada

Postby Mark » Tue Aug 09, 2022 12:31 pm

Hi Thomas,

Yes, they are different currencies, but with the same symbol. You can't use them interchangeably. I'd suggest assigning unique symbols to each currency, so you don't have this situation/confusion.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11578
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby ThomasK » Wed Aug 10, 2022 5:47 am

Thanks Mark,

I now see the numbering! Indeed, I was not thinking that they were different, just that the #3 was what I wanted to BE the default, not that the Default Currency was #1. Definitely a misread as this is in the first sentence of the help file: "One of the 25 currencies is the "Default" currency."

TK
ThomasK
 
Posts: 173
Joined: Tue Jun 05, 2012 9:46 pm
Location: Toronto, ON, Canada


Return to General

Who is online

Users browsing this forum: No registered users and 14 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.