Accounts with different currencies

Registered by Michael Rooney on 2010-03-01

Allow currency configuration at the account level. The "All accounts" will also be configured in the same way and will convert any others to represent the total.

Blueprint information

Status:
Started
Approver:
None
Priority:
Medium
Drafter:
None
Direction:
Needs approval
Assignee:
None
Definition:
Approved
Series goal:
None
Implementation:
Good progress
Milestone target:
milestone icon 0.9
Started by
Michael Rooney on 2012-08-10

Sprints

Whiteboard

------------------------------------------
Features already implemented:
-------------------------------------------
The user now selects a "base currency" (or global currency) which is the currency in which the "all accounts" balance will be displayed in. The base currency is selected the same way as you would select the currency before (settings menu -> base currency -> currency).

To select each account's currency, you select the account, then on the "Configure selected account" icon, you then go to the "currencies tab" and select the currency you want the account to be in. (note that selecting "base currency" as an account currency does not work yet).

There is an option to display currencies Nick names before quantities, this was done to avoid currency confusions. (e.g. USD and MXN have the same currency symbol). This option can be toggled from the (settings menu -> show currency nick)

Summary Graphs are now displayed in the correct currency depending on the account.

"All accounts" transactions are correctly converted to one common currency (the base currency) according to the exchanges.xml file before being added to the balance, hence the balance is correctly displayed in one common currency (base currency).
-------------
TODO's:
--------------
Add a mechanism to update exchanges.xml

There are a few currencies which are listed in wxbanker which do not have an entry in the exchanges.xml file, which causes errors when you select that currency.

All account transactions still have some bugs while calculating the balance

(?)

Work Items

Dependency tree

* Blueprints in grey have been implemented.

This blueprint contains Public information 
Everyone can see this information.

Subscribers

No subscribers.