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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 115 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 115 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
 
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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
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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: 172
Joined: Tue Jun 05, 2012 9:46 pm
Location: Toronto, ON, Canada


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