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 Thunder Munchkin Software, LLC

 

BeMyCheckbook 1.3 User's Guide


Currency Settings and Conversions

There exist two types of currency settings in BeMyCheckbook. There is a default currency that is used to set all newly created account's currency, as well as separate currency settings for each account which can be personalized after an account is created. The user may change the default currency settings by select "Preferences" from the "Tools" menu:

This action will bring up the preferences screen:

Inside the area for default currency attributes the user may change the symbol for the currency, the decimal point, and the separator (which goes between blocks of three numbers). In addition the user may set the currency's common name, the placement of the symbol, and negative format.

An option which allows the user to set the decimal place is provided. The user should be aware that once transactions have been entered into an account with a decimal place in one position, changing the decimal place will move the decimal place, not round, the transactions. It is recommended that the correct decimal place be set in the default settings, or soon after an account is created and then not changed from that point.

Note: if an account was created using the default currency, settings for the account have remained in the default currency, and you have not exited the program yet, changing these settings will change the settings on those accounts who still have default currency values and were created in this session.

Once an account has been created the user may set that specific account's currency settings by using the "Account Currency..." option under the "Account" menu:

 

The user must have an account selected if in the Accounts Manager or be currently within an account's register in order to access these settings. Upon opening the settings for an account the user will see the following dialog:

These settings look similar to the default setup--the user may set the symbol, decimal, separator and currency name. The placement of symbol, negative formatting, and decimal place pop-down menus are also the same. The conversion factor entry box at the bottom of the screen is set to a value of 1, which means that the currency symbols and formatting will be changed, however all transaction amounts will remain unchanged after setting these values. If the user wishes to convert an account and all of its transactions into a currency that is not worth the same amount as the current currency, the user may enter the current conversion factor. By entering a conversion factor, the user must realize that there may be no simple method to undo the conversion of transaction amounts from one currency to another. Because currencies are handled correctly, and fractions of a cent are not "held", using a "reverse" currency factor will most likely not perfectly undo any conversion and all amounts would have to be re-entered by hand. If a conversion factor is entered there will appear a warning screen with the previous information in it, just as an extra reminder to the user.