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PostPosted: Mon Jul 25, 2011 2:54 pm 
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Joined: Fri Mar 24, 2006 5:25 pm
Posts: 19
One of the new features as stated in the release notes is:
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Smart Folders in All Accounts now perform a currency conversion


How do I set this up?
I looked in the help file and found nothing.
I looked at all the smart folder filter options and found no hints.

Please could you post a tutorial so that I can get this working.


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PostPosted: Tue Jul 26, 2011 11:14 am 
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Joined: Thu May 19, 2005 12:19 am
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Location: Prescott, WI, USA
This is automatic. If you have a Smart folder that contains entries in multiple currencies, it will perform a currency conversion for the total of that Smart Folder in your base currency.

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Randy Knoble
Splasm Software
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PostPosted: Tue Jul 26, 2011 12:33 pm 
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Joined: Fri Mar 24, 2006 5:25 pm
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I don't understand.

If I have an account and the base currency for that account is GBP, then I can not enter a USD or EUR amount, as it always reverts to zero (0 GPB) amount.

The majority of my accounts are in USD, but I do have one GBP account that I track. How do I see the total, or even just the total for a smart folder in USD?

Please could you post step by step instructions, as I must be missing something.


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PostPosted: Tue Jul 26, 2011 12:57 pm 
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Joined: Thu May 19, 2005 12:19 am
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Location: Prescott, WI, USA
You will need to be in the All Accounts section and then create a smart folder to have it convert its total to your base currency. CheckBook does not yet have a way to show an Account's balance or Smart Folder totals in a currency other than its own currency. We just added this to our request list and we can look at including it in a future release. It's a great suggestion!

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Splasm Software
www.Splasm.com


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