Setting a Multi-Currency Value

Sometimes Sheila needs to enter expenses in currencies other than the investment plan currency, because spends are incurred in other countries. For example, the investment plan is managed in USD, but an amount is spent in EUR. Sheila can handle this by setting a multi-currency value.

1. Open the investment plan for which you want to plan spend.

2. Identify the cell of a line item or placeholder in which you want to set a multi-currency value.

3. Right-click the cell and select Set Multi-currency Value.

4. In the dialog, enter the base value (value in original currency).

5. Select the base currency (original currency).

6. Click Save.

The value is saved and converted in the currency of the investment plan.

To learn how to identify these entries, see Identifying Spend in Other Currencies.