Columns for Primary Currency, Exchange Rate and Original Currency
B
Brittney Cline
It would be great to have all amounts shown in your primary currency and have optional columns for the exchange rate and original currency used.
This is useful especially when downloading to csv file and are needing to total (work within) your primary currency.
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Din from Lunch Money
Merged in a post:
Add currency conversion to Transactions Export
J
Jemmy Gu
I have travel expenses which are both in my home currency (the ones automatically converted via credit card) and logged as cash in the foreign currency.
When exporting transactions, I would like additional columns displaying:
- all transaction amounts in my home currency
- the daily foreign exchange used rate used to convert that transaction
This information is already available via the Analyze section, but I would like to be able to export this at a transactional level.
J
JP Shipherd
This is interesting. I dislike it when my card automatically converts because they don't provide the exchange rate and it's hard to correlate receipts to charges.
I can see how this request would help when the credit card doesn't do the conversion, but I'm curious if you have solved the case when they do?
In the meantime, you can get the info you want for transactions reported in the local currency if you can use the API. When you call the GET /transactions endpoint, the "amount" field in the transaction is the original amount in the local currency, and the "to_base" field is the converted amount in your local currency.
Unfortunately, it doesn't look like this field is provided in the CSV export.
B
Bjørn Stabell
Another related solution would be to make the currency exchange rates used easily downloadable in CSV format so it's possible to automatically correlate (in Excel or other system).