Change a Transaction to a Foreign Currency in Microsoft Money

Microsoft Money 2006 and Later

Microsoft Money can convert transactions you have already entered into another currency, and will hold more than one currency in a single account. The following tells you how to convert currency on an existing transaction.

Start in the Microsoft Money Advanced Register

You must be viewing the account you want to use in the Advanced Register in Microsoft Money to convert currency. Look for the Advanced Register label in the upper-right corner of the account register you want to use. If you see Essential Register, read Switch Between Essential and Advanced Registers in Microsoft Money to switch to the Advance Register.

Find Your Microsoft Money Account

If you are not in the Microsoft Money Account List, click on the Banking tab, then Account List. Click on the name of the account you want to use.

Use the Microsoft Money Currency Converter to Edit Transaction

1. Select the transaction you want to convert to another currency.

2. Click on the Edit box in the lower left corner of the screen.

3. Right-click the Amount box, then click on Currency Converter to open the Currency Converter window.

4. The Currency Converter will show the currency selection options in the second box next to Transaction currency. Select the currency you're converting from.

5. To view the current exchange rate, note the white box with ‘Display exchange rate as’ options. Your options are to display the exchange rate as home currency per foreign currency, or as foreign currency per home currency. Make you choice and you will see the exchange rate in the Exchange rate box.

6. In the Exchange rate box, you can use the current exchange rate as displayed or enter the exchange rate used at the time you made the purchase or exchanged money.

7. Click OK, and then click Enter.