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authortpearson <tpearson@283d02a7-25f6-0310-bc7c-ecb5cbfe19da>2011-07-04 22:38:03 +0000
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+<?xml version="1.0" encoding="UTF-8"?>
+<chapter id="details.currencies">
+<chapterinfo>
+ <authorgroup>
+ <author>
+ <firstname>Thomas</firstname>
+ <surname>Baumgart</surname>
+ <affiliation>
+ <address><email>ipwizard@users.sourceforge.net</email></address>
+ </affiliation>
+ </author>
+ </authorgroup>
+ <date>2009-05-05</date>
+ <releaseinfo>1.0</releaseinfo>
+</chapterinfo>
+
+<title>Currencies</title>
+
+<para>
+ &kappname; supports the use of multiple currencies in different accounts. For
+ example, you can set up a bank account in Euro, another in British Pounds, and
+ still have your credit card account in US Dollars.
+</para>
+
+<sect1 id="details.currencies.basecurrency">
+<title>Base currency</title>
+
+<para>
+ Once you create a &kappname; file you will be asked for the base currency. The
+ base currency is the one that all income and expense categories use and that
+ reports will be based on. Usually, the base currency is the currency you use
+ in your country. If not otherwise selected, new accounts will use this
+ currency as the default.
+</para>
+
+<para>
+ <screenshot>
+ <screeninfo>The select currency dialog</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="select_currency.png" format="PNG" />
+ </imageobject>
+ <textobject>
+ <phrase>select currency</phrase>
+ </textobject>
+ </mediaobject>
+ </screenshot>
+</para>
+</sect1>
+
+<sect1 id="details.currencies.accountsetup">
+<title>Account setup</title>
+
+<para>
+ If you create a new account you have the option to specify the currency in
+ which it will be managed. The ledger for the account will then show all values
+ in the selected currency. The new account wizard defaults this setting to the
+ <link linkend="details.currencies.basecurrency">base currency</link>.
+</para>
+</sect1>
+
+<sect1 id="details.currencies.transactions">
+<title>Entering transactions using different currencies</title>
+
+<para>
+ Whenever a transaction is entered that refers to more than one currency, the
+ exchange rate editor pops up and allows you to enter an exchange
+ rate. Initially, the current price available from the price database will be
+ used as exchange rate. See <link linkend="details.currencies.prices">Entering
+ exchange rates for currencies</link> for more information on how to provide
+ exchange rates manually and obtain online price information.
+</para>
+
+<para>
+ Optionally, the exchange rate is saved in the price database once entered by
+ the user.
+</para>
+</sect1>
+
+<sect1 id="details.currencies.prices">
+<title>Exchange rates for currencies</title>
+
+<sect2>
+<title>Entering prices manually</title>
+
+<para>
+ The price database editor allows you to enter exchange rates between
+ currencies or prices for investments. You can pull it up using the
+ <menuchoice><guimenu>Tools</guimenu><guimenuitem>Prices...</guimenuitem></menuchoice>
+ menu option.
+</para>
+
+<para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="currency_priceeditor.png" format="PNG" />
+ </imageobject>
+ <textobject>
+ <phrase>Currency Price Editor</phrase>
+ </textobject>
+ </mediaobject>
+ </screenshot>
+</para>
+
+<para>
+ In &kappname; a <quote>Price</quote> is the price of one currency in terms of
+ a second currency. For example, as I write this, the price of 1 USD in terms
+ of 1 EUR is 0.83; that is, 1 USD costs 0.83 EUR. The first currency is the
+ one being bought or sold, and the second one is the currency used to buy or
+ sell it.
+</para>
+
+<para>
+ When you press the <guibutton>New</guibutton> button, you get the New Price
+ Entry dialog. Enter the first currency (USD in the example above) in the
+ Security field. Enter the second currency (EUR in the example above) in the
+ Currency field. Enter the effective date of the price in the Date field.
+</para>
+
+<para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="currency_newpriceentry.png" format="PNG" />
+ </imageobject>
+ <textobject>
+ <phrase>New Price Entry</phrase>
+ </textobject>
+ </mediaobject>
+ </screenshot>
+</para>
+</sect2>
+
+<sect2>
+<title>Online currency updates</title>
+
+<para>
+ &kappname; will fetch currency conversions from the web. Once you have
+ entered a single price for a pair of currencies, the online quote feature will
+ always list that pair amongst its options.
+</para>
+
+<para>
+ See the section on <link linkend="details.investments.onlinequotes">Online
+ Price Quotes</link> in the Investments chapter for more details.
+</para>
+</sect2>
+</sect1>
+</chapter>