Multi-currency

Totals in one currency,
entries in their own

Every revenue entry and expense stores its own amount and currency, and those are never overwritten. For totals, Shipchart converts each entry with the exchange rate for the period it belongs to. Dollars earned last March are converted at last March's rate, so earlier months do not shift when the rate moves.

• ›Five currencies: USD ($), GBP (£), EUR (€), CAD (CA$) and AUD (A$)
• ›Set your default currency in settings. Portfolio totals and portfolio goals are shown in it.
• ›Each project has its own currency for its own totals
• ›Line items keep the currency they were entered in
• ›Each entry is converted at the exchange rate for its own period
• ›Expenses and profit are converted the same way as revenue
• ›Exchange rates are fetched once a day
• ›If there is no rate for a date, the closest earlier rate is used. If no rates have loaded at all, the dashboard warns that mixed-currency totals may be inaccurate.
• ›The API and MCP tools state which currency their totals are in