Registered Member
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Hello everyone.
I'm shifting to a new country in a few weeks (New Zealand to Australia) which means I'll primarily be working with Australian Dollars, and consequently I'd like to change the main currency used by KMyMoney so I won't be prompted about conversion rates back to NZ Dollars every time I try to enter Australian Dollar amounts. I don't use KMyMoney for much beyond recording income an expenses, but I've been going for 4 years now, and I'd definitely prefer to keep my existing one going without having to create a brand new file. Is it possible to do this, or is there a fundamental reason that makes it impractical? I thought the likely way would be to change the Base Currency via the Tools/Currencies dialog, but having just switched my Base Currency to Australian Dollars, KMyMoney still prompts me for conversion rates back to the NZ$ whenever I enter an AU$ amount into a newly-created Australian Dollar account. Would that be a bug, or is it by design? Or am I missing something obvious? I've noticed the reports (eg. the basic Net Worth report) now claim they're converted to Australian Dollars. I'm just having no luck with the data entry side of things. For the record, I'm running KMyMoney 4.5.0 from the Experimental branch of Debian. (I've just updated from 3.98.1 in case it fixed this problem, but sadly no luck.) I'm happy to provide more information if there's anything relevant I can provide. Thanks for any help with this. Mike. |
Registered Member
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The issue lies in that your categories are probably set to NZ currency. Yes, categories have a currency too.
So, if you enter a transaction from a AU account to an NZ category, you will be prompted for a conversion rate.
Hei Ku, proud to be a member of the KMyMoney Development Team since January-2008
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Registered Member
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Thanks Hei Ku. I think that explains it perfectly. I guess I'll need to go away and figure out how to rearrange all my categories for living in a new country. |
Registered Member
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I have solved this by creating two separate categories, say, "Banking fees $" and "Banking fees €". If KMM asks you for a conversion rate, you know you picked the wrong category.
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Registered Member
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Thanks or the idea. Yes, I'm thinking about just working with a completely new category hierarchy for Australian Dollars. The likely down-side (for me) is that all my old categories will continue to pop up and get in the way when I'm not really interested in them. In time I guess I'll discover how annoying this will be. Without having much experience in this kind of thing and perhaps I'm going down the wrong track, I'm wondering if it could be useful to be able to both mark categories as disabled so they won't show up during entry, and also somehow relate categories of different currencies to each other. I'm not certain what practical use the second thing would be, but I kind-of think it'd be useful to be able to group something like NZD shoes and AUD shoes somehow in the reporting. (I'm struggling to think about how it'd look, though.) Maybe alphabetical arrangement is enough. |
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