Create a new currency deck

To create a new currency deck, follow the steps below.

Note: folders (and nested folders) can be inserted to organize currency decks. To add a folder, Use the Add button on the ribbon, or select Add > Folder in the right-click context menu. Decks can be moved individually to different folder locations using the Cut and Paste operations.

  1. In the Currency Management tab on the ribbon, click the Add Add Currency Deck button button.
  2. The New Currency Deck window will open. Specify a name for the deck and select its base currency. The list of base currencies is fixed: you cannot add, rename or remove them. Any of the available currencies can be used as the base.
  3. New Currency Deck window

  4. Click OK and the deck will appear in the list of decks, and it will open automatically. At first it will contain only the base currency.
  5. Currency Management tab

  6. Specify the start year in the Start Year field at the top. The period before the start year will not be covered by the deck.
  7. Click the Currency Deck Settings Currency Deck Settings button button in the Currency Deck Home tab on the ribbon and select other currencies for the deck. If the deck contains several currencies, you can assign any of them as the base currency here. If a currency is no longer used, open this dialog and uncheck its box in the Visible column.
  8. Currency Deck Settings window

    Note: The Search box in the dialog can be used to search for currencies by sub-string matching.

  9. Click OK to save the changes. The new currencies will appear on the screen. Now you can select the required periodicity and enter exchange and/or inflation rates.
  10. Currencies added

To use the new currency deck in a hierarchy see Replace a currency deck.