Multi-Currency Within an Investment Plan
In cases where you are housing multiple investments in the same investment plan but need to input their values in different currencies, the Multi-Currency feature allows you to add multiple currencies to your hierarchies or investment plans. This feature is valuable as your operations might involve working with many currencies.
Add Currency to Your Instance
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On the Budget tab, select Master Settings in line with the desired folder.
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On the Settings page, navigate to the Currency tab under Template Setup.
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In the Additional Currencies section, search for the desired currency.
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To add a currency, click its entry in the search result.
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In the Exchange Rates section update the exchange rate for the added currency.
You have added a currency to your instance.