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When I change templates, one of the currencies disappear

Questions about updating prices or transactions in Fund Manager

Postby rudolfr » Mon Mar 28, 2022 7:08 am

Hi,
I have 2 currency templates (BRL and USD). For each template, I have the default currency (either BRL or USD) plus 6 currencies:
Currency 2 - USD
Currency 3 - BRL
Currency 4 - EUR
Currency 5 - GBP
Currency 6 - JPY
Currency 7 - HKD

The order for currencies 2-7 are the same in both templates.

I am having a problem with currency 7 (HKD). Whenever I change template from BRL template to USD template or from USD template to BRL template, I note that currency 7 (HKD) disappears from the currency list. Because it disappears from the currency list, all my investments that were originally made selecting the currency in position 7 (HKD) will no longer show any currency in its "currency" field. The currency field will be blank. This will affect the value of my portfolio. It is curious that the only currency showing this problem is the one in the position number 7 (HKD). The other ones are working fine.

Can you help me solve this problem?

Best,

Rudolf
rudolfr
 
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Joined: Sun Jun 21, 2020 6:42 am

Postby Mark » Mon Mar 28, 2022 4:12 pm

Hi Rudolf,

Can you try re-saving your currency templates and then use the newly saved ones? See "Options / Currency Settings... / Templates... / Edit Template List...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Location: Chandler, AZ


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