How to set and view Budget FX Rates

Learn how to easily set and monitor foreign exchange rates for budgeting purposes in this comprehensive guide.

How do I update budget FX rates?   How do I change my budget exchange rates?  How do I provide my own FX rate for my budgets?

To set fixed rates for converting your budgets between currencies, go to Load Data (top bar),>Budget FX Rates (left sidebar).

If no rate is set in this table, the table will use historic rates at the first date loaded into the system.

To see currency exchange rates for actuals, use the table in the top right corner of the Reports tab, as discussed in FX Rates: What foreign exchange rate is being used?