Improvement to an existing feature: Improved

One way to write every currency

Pesos, Canadian dollars and euros now read the same everywhere: the plain symbol, and the currency code on anything that is not in your base currency.

Three rows of amounts, the first without a label and the next two each followed by a small currency code badge

The same peso used to be written three ways: CA$170, MX$1,600 or COP 3,000, depending on the screen. Now every amount follows one pattern, so you never have to guess which dollar you are looking at.

The rule

  • An amount in your base currency is the symbol and the number: $1,600, or €200 if you track in euros.
  • An amount in any other currency adds its code after it: $1,600 MXN, $170 CAD, $3,000 COP, €200 EUR.
  • The symbol is always the plain one. A Canadian, Mexican or Colombian amount shows $, never CA$ or MX$, and the code says which.
  • A currency with no symbol of its own, like the Swiss franc, shows its code once: CHF 120.

Where you will see it

On a holding's price and share line, its transactions and fees, valuation history, expenses, debts and dividends paid in another currency. The same pattern is in your Excel and PDF exports, so a report reads like the app.

Your totals are in your base currency, so they carry no code. Only an amount in another currency does.

Follow along in your reader

Every post lands in the feed the moment it ships. Paste the address into Feedly, NetNewsWire or whichever reader you already use.

Open the feed

Stop rebuilding the spreadsheet. Start reading one number.

Connect a broker or import a file, and your whole portfolio is on one screen in the currency you spend.