First Steps

This guide will show you how to set up your template copy.

WARNING

Before you begin, make sure you have duplicated the template into your Notion workspace.

1. Initial settings

   Go to the Settings and set your main currency and decimal precisions.

2. Add currencies

   ⭐ Available in PRO VERSION

   Add your currencies to Settings > Exchange rates.

3. Exchange rates auto-update

   ⭐ Available in PRO VERSION

   (optional but recommended)

   Set up Exchange rates auto-update.

The template is now ready to be used 🎉