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Novaplan is multi-currency by design. You plan and hold values in native currencies where it matters, and every report translates to your base currency so totals across entities are always summable.

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How it works

  • Each entity and account carries its native currency.
  • FX rates are applied per month, so currency drift over your forecast window is reflected in the numbers.
  • Amounts on dashboards and reports show in base currency unless a column is explicitly labeled native.

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Managing rates

In Planning -> Currency, manage the FX rates used for translation. Changing a rate re-translates the affected plans and reports automatically.
Never sum mixed native currencies. Novaplan converts to base currency before summing, so roll-ups are always apples to apples.