Record an exchange rate for your books

In Books → Periods, choose Exchange rates, name where your rates come from and confirm it, then enter the currencies, the published rate, its date and its evidence. Check it under Review rate and press Save rate. Deline uses recorded rates to value foreign-currency amounts in your books.

  • L1 · Everyday
  • WhereUnited States
  • WhoOwner, Accountant
  • PlanBasic and up
  • Timeabout 2 min

Steps

  1. Open Periods from Books and choose Exchange rates.

    Step 1: Open Periods from Books and choose Exchange rates.
    Step 1 in Deline (United States business, fictional data) · See the whole screen
  2. Name the source of your rates, press Review rate source and Confirm rate source.

    Step 2: Name the source of your rates, press Review rate source and Confirm rate source.
    Step 2 in Deline (United States business, fictional data) · See the whole screen
  3. Enter the currencies, the published rate, its date and its evidence, then press Review rate.

    For example 1 EUR = 1.0837 USD on a given day, with the publication it came from.

    Step 3: Enter the currencies, the published rate, its date and its evidence, then press Review rate.
    Step 3 in Deline (United States business, fictional data) · See the whole screen
  4. Check the rate in Review rate and press Save rate.

    Step 4: Check the rate in Review rate and press Save rate.
    Step 4 in Deline (United States business, fictional data) · See the whole screen

Last checked 2026-11-08 by the guide runner on build 5446d374d (Deline 429a9af2e) (local Deline stack).