Add a currency

Every amount you record sits in one of your currencies, and every project has a base currency. This guide shows how to add one, choose your default, and manage the ones you already have.

Why it matters: you need at least one currency before you can create a project. You do it once — every project after that reuses what you added.

Where currencies live

Open Workspace and choose Currencies, under Project setup. If you can't see it, your account doesn't have permission to manage currencies — ask your account owner.

You can also get there from the places that need one: the Set up step of a new project, a cost estimate and a product price all offer Add a currency, and bring you straight back afterwards.

Add one

Open Currencies and choose Add currency.
The list opens with Suggested at the top, then All currencies. You can also search by code or name — type USD, or type dollar.
Choose Add on the row you want. It joins your list straight away.

There is nothing to type and nothing to save: you are picking from a built-in list of world currencies. Remove on the same row takes one back off.

A row you can't remove tells you why — Your default — can't be removed, or Already used — can't be removed.

Choose your default

One currency in your list carries the Default badge. It is the one offered first as the base currency when you create a project, so make it the one you work in most.

Open a currency and choose Set default. You can change it whenever you like.

Show or hide a currency in projects

Every currency has an In projects switch.

On — it appears in project and money pickers.
Off — it disappears from those pickers, and everything already recorded in it stays exactly as it was.

Switch a currency off when you have stopped using it but it is already attached to a project. Only a currency that is on can be chosen as a project's base currency.

Remove one

Not used by any project — choose Delete. You confirm once, and a one-tap Undo appears right after.
Used by a project — it can't be deleted, because the amounts recorded in it have to survive. Switch In projects off instead.
Your default — it can be neither deleted nor switched off. Make another currency the default first.

Display format

You can decide how many decimals an amount shows: 1,234 with none, or 1,234.00 with two.

Open a currency, choose Set display decimals, then pick Automatic — the normal setting for that currency — or a fixed number, from No decimals up to four. Each option shows a sample amount, so you can choose by eye.

This changes only how an amount looks. Nothing already recorded is altered. Changing it may need permission; if the option doesn't open, ask your account owner.

Tips

One currency is enough to start. Add more only when you actually pay in them.
For a currency that is already on a project, switch In projects off — don't try to delete it.
Set the Default to your everyday currency, so new projects start out right.
Paying in more than one currency? Set your Exchange rates in Workspace so converted totals stay right.