Update exchange rates

Exchanges rates can be updated by download when needed. There's a Currencies preference for whether exchange rates should be downloaded on demand, downloaded when starting the program, or manually entered. Exchange rates can also be downloaded when you select to download everything. Learn how to update exchange rates below.

Download exchange rates:

  1. Tap Action Button underneath the main account list then choose the "Download Exchange Rates" option.
Document Action Button

Tip Tip: The refresh button underneath the main account list will turn into a spinning progress indicator while exchange rates are downloading and when other activity is occurring. Review the current activities being performed by clicking the show activity button underneath the main account list.

Refresh

Download everything:

Any file that has a download connection setup, securities that can download prices, or makes use of multiple currencies will display a refresh button underneath the main account list on the left side. You can use this refresh button to download transactions, security prices, and/or exchange rates all at once.

  1. Tap Refresh underneath the main account list on the left side to download everything.
Document Refresh Button

Tip Tip: The refresh button underneath the main account list will turn into a spinning progress indicator while exchange rates are downloading and when other activity is occurring.