Manage Currency Exchange Rates

PaperLink personal accounting supports multiple currencies. The Currencies tab in accounting settings lets you pick a base currency, add foreign currencies, and control exchange rates.

Open Currency Settings

1. Click Settings in the sidebar.
2. Open the Accounting tab.
3. Click the Currencies tab.

Set Your Base Currency

The base currency is the default for all your personal financial accounts. PaperLink shows all exchange rates relative to it (for example, 1 € = 1.08 USD when USD is the base).

1. Find the Primary Currency dropdown at the top.
2. Select the currency you want as base.
3. Click Save.

Add a Currency

You can add any ISO 4217 currency to track its rate against your base currency.

1. Open the Add Currency dropdown.
2. Select the currency you want.
3. The currency appears in the list with its current auto rate.
4. Click Save.

Auto and Manual Rates

Each currency has two rate modes:

• Auto - PaperLink fetches the rate daily from an external provider. The rate updates automatically.
• Manual - you enter your own rate. The auto rate stops applying until you switch back.

To set a manual rate, toggle Auto off for that currency and type the rate in the input field. Toggle Auto back on to return to the daily synced rate.

Remove a Currency

Click the ✕ button next to a currency to remove it. This only works for currencies that are not used by any financial account. If a currency is in use, the remove button is disabled.

Filters

When you have many currencies, use the filter bar to narrow the list:

• Group By - organize currencies by company, account type, or show a flat list
• Source - show all currencies, only account-linked, or only manually added
• Rate Type - show all rates, only auto, or only manual overrides

Supported Currencies

PaperLink includes 35 currencies with daily auto rates.

Related

• Manage Company Currencies - currency settings for company accounts
• Add a Financial Account - create bank, cash, crypto, and other accounts
• Manage Transaction Categories - add, edit, and organize income and expense categories
• Reset Personal Accounting Data - bulk delete transactions, categories, and accounts