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Account Settings

Add and edit your account currencies

Last updated: November 15, 2022

Applies to:

All products and plans

You can update your HubSpot account to use your company's primary currency. If you do business in multiple currencies, you can add currencies to your account and set an exchange rate compared to your primary company currency to more accurately track the amount of your deals.

Before you get started

  • All account types are able to edit the account's company currency.
  • Accounts with a Starter, Professional, or Enterprise subscription have different limits to the number of currencies they can have. Check out the HubSpot Product & Services Catalog for more information on these limits.

Manage existing currencies

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Account defaults
  • Click the Currencies tab.
  • At the top, you'll see your Company currency. This is the currency used in deal amount totals and any deal reports. This will also be the default currency when creating new deals. 
    • To update your account's default currency, hover over the currency and click the Actions dropdown menu, then select Edit company currency. Then, select a new currency from the dropdown menu. Enter the currency's exchange rate into the Exchange rate field, then click Save.
  • If you've added multiple currencies (Starter, Professional, and Enterprise only), you'll see a table with currencies you've added and their exchange rates.
    • To edit the currency exchange rate, hover over the currency and click Edit.
    • To remove a currency from your account, hover over the currency and click Archive
    • To view historical exchange rates, hover over the currency and click the Actions dropdown menu. Then, select View currency history
    • To edit or restore historical exchange rates, hover over the currency and click the Actions dropdown menu. Then, select View currency history. On the Exchange rate history tab, hover over the currency and click the Actions dropdown, and select Edit or Restore.

Add a new currency (Starter, Professional and Enterprise only)

To add a new currency:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Account defaults
  • Click the Currencies tab, then click Add currency.
  • Click the Currency dropdown menu and select your new currency.
  • In the Exchange rate field, enter the exchange rate that converts your new currency to your company currency.
  • Click Save.

add-currency

Use multiple currencies with deals (Starter, Professional and Enterprise only)

Once you've set up multiple currencies, you can set the currency for each specific deal, and users can set their preferred currency for viewing deals in board view.

Currency property on deals

You can set the currency of deals using the Currency property on your deal records. The Amount will then appear in the selected currency. Based on the exchange rate you've set for the currency, the amount will then be converted to your company currency in the Amount in company currency property. This property is calculated as follows:

  • If a deal has a closed status and a specified Close date, the property will use the exchange rate that was in effect at the specified Close date. If no exchange rate was in effect at the time, then the property will use the exchange rate in effect at a time closest to the Close date. If the Close date is in the future, the property will update to reflect new exchange rates as the Close date approaches.
  • If a deal has a closed status but no Close date specified, the property will use the exchange rate that was in effect at the time that the deal was marked closed. If no exchange rate was in effect at the time, the property will use the exchange rate in effect at the time closest to when the deal was marked closed.

currency-properties

Set a preferred currency for deal stage amounts in board view

When viewing deals in board view, by default, the deal stage amounts shown at the bottom of the board are displayed in the company currency. If your account has multiple currencies, each user can select a currency to view these amounts in their preferred currency instead. 

  • In your HubSpot account, navigate to Sales > Deals.
  • Hover over the amounts at the bottom of the board, then click View in your preferred currency.
  • Select your currency in the right panel, then click Save. The amounts will now be displayed in your selected currency.

preferred-currency

  • To view the amounts in company currency instead, hover over the Total and Weighted amounts and view the company currency in the pop-up box.
  • To select a different currency or revert back to the company currency, click the Board Actions dropdown menu, then select Edit board. In the right panel, select a currency then click Save.

Edit a line item's currency (Sales Hub Professional and Enterprise only)

If you're a user with an assigned Sales Hub Professional or Enterprise seat and are associating products with your deals, you will need to edit the line item's currency to match the deal's.

  • On the deal record, locate the Line items card. There will be a "Missing currency" alert next to any line item that needs to be updated. Click Edit.
line-item-card
  • In the Your line items are missing a VEF price. alert, click Update prices.

vef-alert

  • In the Update line item price panel, select an updated currency option.
line-item-price
  • Click Confirm.
  • Click Save, then navigate back to the deal record. The line item currency should now match the deal's currency.
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