Change currency of deposit account

[Sjoerd]

Hey everybody,

I am importing all of my data into Portfolio Performance and I want to add a account in another currency. But if I add a Deposit Account, it always is in EUR and I can’t seem to change it.

Is it something I’m overlooking?

Regards,
Sjoerd

[Harry_Hirsch]

Hey Sjoerd,

in „Accounts/Deposit Accounts“ you will be presented the table with all your accounts. In the column „Currency“ of the account you want to change the currency for double-click on „EUR“. You will be presented a drop-dwon menu from where you can chose your currency.

I hope this helps

[Sjoerd]

Hey Harry,

Well, it seemed to me that this was the solution as well, but there is nothing happening when I double-click it.

Do I need to add the other currency somewhere?

Edit: I’m using it on OSX and I am able to double-click the name to change it.

[Harry_Hirsch]

Hey Sjoerd,

You need to click the „EUR“ in your blue line, hower it will only work if you do not have any bookings on that account. Once you have a transaction in PP the currency is locked.

I hope this helps

[Sjoerd]

Hey Harry,

Well there’s your problem… I had some deposits in it already (in CHF) and wanted to change the currency. When I make a new account I can change it, think I’ll have to import everything again.

Thank you for the answer!